Dale Phinney

Dale Phinney

Work History

Work History
Jan 2009 - Aug 2009

Production Underwriter

Greater New York Insurance Company
Job Description Under general supervision and with independent judgment, was responsible for the profitability and growth of an assigned territory through a network of independent agents

Essential Duties and Responsibilities:

1.  Identified, solicited, and recommended the appointment of new agencies.

2.  Regularly visited agencies within field center and was liaison between company and agency staff to:  

  • Train agency staff on company philosophy, systems, products, policies and procedures.
  • Assist agencies and the company in identifying and exploiting markets for company products.
  • Facilitate resolution of service issues between the agency and the company in all areas. 

 3. Performed the duties of a Commercial Lines Underwriter, particularly in regard to new business. 

 4. Performed other duties as assigned.

Aug 2000 - Jun 2008

Senior Underwriter

Auto Owners Life Insurance Company

Job Description

Held total responsibility for accepting, rejecting, and modifying applications for life, disability income, and long term care insurance

Essential Duties and Responsibilities:

1. Maintained new business applications and mail task quotas on a per week basis.

2. Thoroughly answered risk assessment, rule and pricing questions for agents.

3. Analyzed lab reports, medical records, inspection reports, and tax returns.

4. Placed business with re-insurers within context of treaty and facultative contracts.

5. Produced case studies for workshop discussions.

Feb 1995 - Aug 2000

Senior Underwriter

Auto Owners Insurance Company

Job Description

Held total responsibility for accepting, rejecting, and modifying multi commercial applications for insurance

Essential Duties and Responsibilities:

1. Facilitated completion of inspection reviews and loss report analysis.

2. Developed written and computer generated sales proposals.

3. Negotiated coverages and pricing with independent agents.

4. Facilitated resolution of service concerns for Virginia and South Carolina agents. 

5. Handled large account submissions.

6. Trained associates. Created training manuals and materials.

Jun 1993 - Feb 1995

Marketing Representative

Auto Owners Insurance Company
Job Description Under general supervision and with independent judgment, was responsible for the profitability and growth of an assigned territory through a network of independent agents

Essential Duties and Responsibilities:

1.  Identified, solicited, and recommended the appointment of new agencies.

2.  Regularly visited agencies within field center and was liaison between company and agency staff to:  

  • Train agency staff on company philosophy, systems, products, policies and procedures.
  • Assist agencies and the company in identifying and exploiting markets for company products.
  • Facilitate resolution of service issues between the agency and the company in all areas. 

 3. Performed the duties of a Commercial Lines Underwriter, particularly in regard to new business. 

 4. Performed other duties as assigned.Job Description

Education

Education
Sep 1980 - Jun 1982

BA

Central Michigan University
Apr 1979 - Aug 1980

Associate

Objective

To apply my professional experience in the areas of career development, customer relations, and inter/intra operations. 

Interest

Family, Club and High School Soccer, Outdoor Activities.

Skills

Skills

Business Support and Management

Some Areas Of Expertise Include, But Are Not Limited To…   - MARKETING - RISK MANAGEMENT -   - LOSS PREVENTION/AUDITOR REPRESENTATIVE -   - SENIOR ACCIDENT, HEALTH, LONG TERM CARE & LIFE UNDERWRITING -   - SENIOR COMMERCIAL LINES UNDERWRITING - NEW BUSINESS DEVELOPMENT –   - PERSONAL LINES UNDERWRITING - AGENCY MANAGEMENT -   - CUSTOMER SERVICE -   Possess Proven People Skills… An Effective Motivator And Team Builder… Creative, Skilled And Very Competent… An Excellent Communicator And Presenter, Both Written And Verbal…

Certifications

Certifications

IIA General Insurance Certificate

Insurance Institute of America

AU

Insurance Institute of America

CPCU

The American Institute For Chartered Property Casualty Underwriters