Lindsay Frattaroli
Welland,ON
Summary
Accomplished Insurance Professional with over 7 years of experience in the insurance industry. Excellent reputation for consistently acting as a role model, building effective long-term relationships, influencing, and supporting others. Dedicated, and actively pursuing CIP designation with the ultimate end goal of leading a successful team.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Intermediate Commercial Auto Underwriter
BCM Insurance Company
04.2024 - Current
- Reviewed entire company portfolio, and underwrote the book to meet all current guidelines, eligibility, and ratings.
- Reduced turnaround time for quotes by prioritizing high-priority submissions and effectively managing workload.
- Spearheaded the Discontinue of Combined Auto project.
- Created an in-house Fleet policy guideline, and managed companies entire portfolio to boost product numbers.
- Influenced, and educated advisors on product to increase confidence, improve quote accuracy, and boost sales.
- Mentored, and trained a Co-op student in Underwriting, and Guidewire processes.
- Managed complex accounts through careful analysis of risk criteria, fleet data, and business operations information.
- Completed 1 CIP course
- Implemented two auto rate filings through system testing, providing requirements, and logic to developers, and training advisors, and underwriting on changes.
Intermediate Personal Lines Underwriter
BCM Insurance Company
09.2021 - 04.2024
- Responsible for evaluation, selection, negotiation and pricing for assigned policies to ensure profitable book of business within established underwriting authority.
- Provided guidance, and feedback to team members, answered questions and authorized exceptions within binding authority.
- Collaborated with underwriting team to determine appropriate coverage and evaluate policy options.
- Reviewed, and processed policy submissions, change requests, renewals, and endorsements in accordance with Service standards, and company guidelines.
- Assisted with conversion to Guidewire system to ensure accurate data entry, and seamless policy transition.
- Maintained high levels of accuracy in documentation by diligently reviewing all applications before issuance.
- Developed strong relationships with advisors to facilitate smooth communication and quick resolution of issues.
- Completed 2 CIP courses
- Implemented three auto rate filings through system testing, providing requirements, and logic to developers, and training advisors, and underwriting on changes.
Customer Care Agent
Allstate Insurance Company
12.2017 - 09.2021
- Analyzed customer needs and provided best options, up-selling products and services.
- Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
- Maintained pleasant and cordial attitude at all times, even when issues arose.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Completed policy endorsements, policy rewrites, and issued changes in accordance to underwriting guidelines.
- Adapted to changing underwriting environments during hard, and soft market cycles.
- Received Allstate Forecaster Award.
- Completed 5 CIP courses.
- Built rapport with clients, resulting in increased customer loyalty and positive feedback.
- Handled escalated calls professionally, mitigating potential complaints and securing continued business from clients.
Service Team Lead
Goodlife Fitness
11.2014 - 12.2017
- Maintained high level of communication and teamwork to ensure successful club operation.
- Supported Club Management with handling Member concerns with professionalism and care.
- Responsible for training, scheduling, development and performance management of Service Associates.
- Supported general manager on ensuring all front desk sales tools, systems, and resources available are used by all associates.
- Mentored team members to develop their skills and expertise in various aspects of service delivery, resulting in a more versatile and well-rounded workforce.
- Developed thorough training materials to ensure new employees were equipped with the necessary skills for success in their roles.
Education
Business Administration
Niagara College Canada
Welland, ONHigh School Diploma -
Notre Dame College School
Welland, ON06.2012
Skills
- Exemplary leadership, time management, planning, organizational, influencing, administrative, written and verbal communication skills
- Ability to establish and maintain professional relationships with all levels of the organization
- Ability to mentor, problem solve, manage change and consistently act as a role model
Certification
- Active OTL License
- 8 completed Chartered Insurance Professional Courses
Timeline
Intermediate Commercial Auto Underwriter
BCM Insurance Company
04.2024 - Current
Intermediate Personal Lines Underwriter
BCM Insurance Company
09.2021 - 04.2024
Customer Care Agent
Allstate Insurance Company
12.2017 - 09.2021
Service Team Lead
Goodlife Fitness
11.2014 - 12.2017
Business Administration
Niagara College Canada
High School Diploma -
Notre Dame College School
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