Samuel Thun

- Manages team of 3-4 casualty underwriters for our northeast territory

- Responsible for approving underwriter referrals up to $250K in premium

- Responsible for ensuring that referrals meet company underwriting guidelines and have been underwritten with appropriate pricing and terms

- Takes lead on underwriting larger and more complex accounts ($500K+ premium size) and presenting to senior leadership for approval

- Holds monthly team meetings to discuss any division changes, market trends and any relevant competitor insight

- Holds monthly 1:1 meetings with my underwriters to discuss prior month metrics along with YTD metrics to ensure they're on track to meet their yearly goals.

- Also utilize these 1:1 meetings to discuss file audit reviews, and go over coaching opportunities to further my underwriters' growth

- Hold monthly check-in calls and quarterly marketing trips to strengthen and maintain profitable and successful brokerage relationships

- Completes monthly team metric/production reports for senior leadership to assist in showing them where we are in terms of meeting yearly divisional goals

- Takes turns with other assistant underwriting managers completing monthly divisional audit reports for all $250K+ premium accounts along with randomly spot checking accounts below this threshold

- Worked with divisional management to develop and implement a more structured onboarding and training schedule/curriculum for new hire underwriters

- Casualty northeast territory underwriter

- Worked with brokerage partners predominately located in New York, NY, Long Island, NY, and Boston, MA

- Responsible for identifying new business opportunists and developing sound renewal strategies

- Responsible for building and maintaining positive relationships with assigned brokerage partners through monthly calls and quarterly visits

- Use of negotiation skills and underwriting knowledge to facilitate broker placement of business and creating solutions for insured's needs

- From January 2023-March 2025, averaged 194 new business submissions per month

- Inherited $4.1M book in January 2023, grew book more than 51% to $6.2M YOY and continued to grow book and additional 31% 2024-2025 to just over $8.1M

- Since starting, I've written $10.6M total premium with a healthy 16.35% loss ratio

- Review and evaluate new business submissions for acceptability and appropriate pricing

- Maintain a book of business with regards to renewal terms, endorsement activity, and cancellations

- Work through diary system to ensure continued proper policy handling through the term while making recommendations to management as necessary

- Prepare monthly underwriting reports to assist with upper-level decision making

- Building and maintaining strong relationships with Managing General Agents through in-person agency visits, virtual engagement meetings, and via phone/email to promote growth and retain existing business

- Review of loss facts and claim supports to identify property damage subrogation potential and exposures

- Negotiated inbound and outbound property damage settlements

- Assisted with alternative resolution methods such as filing arbitration and preparing claims for litigation

- Heard up to 10 arbitration cases per month as an arbitration panelist

- Took first notice of loss and existing claims calls

- Liability investigations and explanation of applicable coverages

- Setup appraisal/towing assignments and rental car reservations

- Reviewed estimates and issued property damage payments

- Online order fulfillment and merchandising

- Evaluation of credit and other risk factors to determine appropriate loan terms and rates for personal loans

- Walked approved applicants through loan closing process

- Collections

- Provided administrative leadership to branch team

- Delivery scheduling/delivery truck check-in

- Took inbound customer delivery calls

- Inventory control

- General warehouse duties