FormFitters
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GEOFF
NEUBAUER’S RESUME (click here for PDF version) |
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2007 TO PRESENT: COMMERCIAL P&C
CONSULTANT with Jacobson Solutions, Inc All of the following took
place with MSA Insurance (formerly National Grange Mutual) in FL -
Initial charge:
Create a set of independently-filed endorsements to add to package policies
marketed to contractor risks, packaging several discreet coverage
enhancements into an easy-to-rate add-on product. Completed implementation in mid-November,
in time for use with January 2008 new business quotes. Accounted for $3.5million written premium resulting
from new accounts through year-end 2008. -
Under separate
projects, researched and prepared regulatory filings, state-specific
underwriting rules and IT business requirements necessary to implement BOP, Commercial
Auto, Workers Comp and Umbrella products in Arizona, Nevada, Utah, and
Michigan including: o
Forms and rules
– both bureau and company exception o
Proof of
Coverage (POC) reporting for Auto and Workers Comp, including process to
address AZ and MI Workers Comp requirements for non-NCCI Work Comp POC reporting o
For Michigan
only, development of Workers Compensation rules manual All product filings approved by states; IT
implementation nearing completion at end of contract. -
Perform project
management functions to implement the new states within the rating,
policywriting and related downstream systems. o
Conduct meetings
with offshore developers, testers and IT managers to obtain progress updates
and raise alerts with business and IT managers in case of schedule impacts o
Ensure
validation of underwriting rules and rating algorithms as part of system
testing o
Consult with
offshore test team to provide interpretation of bureau or company rules -
Tasked to implement
major ISO Commercial Property form revision (2002 circular) for 16 states
where this had previously been filed for delay. Key factor was that no actuarial support
would be available to update rates, thus requiring creativity in crafting
supporting rules in two states (MA and VA) to mitigate the need for pricing activity
in response to their DOI challenges. 15
filings approved by 11/30/2008, including MA and VA. -
In response to
the Florida DOI’s objection to our updating to a now-obsolete (2002) filing, crafted
a “double-update” filing to bring client through two bureau updates
simultaneously (2002 & 2007). Skills Employed: ü Product Management ü Product Development, with emphasis on regulatory
compliance ü Multi-line Underwriting ü Marketing ü Negotiation ü Mentoring / Leadership ü Oral and Written Communication ü Office Automation (Microsoft Office Word, Excel,
Powerpoint, Internet Explorer) ü Time Management 1997 TO 2007: ZURICH AMERICAN
INSURANCE CO 2006 to 2007: Implementation Specialist, Commercial
Markets Business Unit -
Develop uniform
procedures to be employed by Zurich Commercial Markets underwriting offices
around the country for all underwriting transactions -
Create
high-impact PowerPoint training presentations for delivery in branch offices
country-wide -
Create
effective multi-media PC-based training presentations for individual on-demand
use for instructing field users in the use of proprietary software -
Deliver
presentations to managers and underwriting teams in branch offices
country-wide, as part of -
Build positive
business relationships with home office staff and field users to enhance the
effectiveness of implementing procedural changes Skills Employed: ü Team Leadership ü Multi-line Underwriting ü Coaching / Mentoring ü Negotiation ü Oral and Written Communication ü Process Analysis ü Presentation ü Office Automation (Microsoft Office Word, Excel,
Powerpoint, Internet Explorer) ü Time Management 2002
to 2006: Business Analyst, Information Technology Division -
Gather and
document information requirements for various IT projects in support of various
internal customers within Zurich, focusing on Corporate Marketing, Actuarial
and the Small Business division -
Liaise between
IT developers and internal business customers. o
Understand
business and “hot button” issues to help prioritize projects and drive toward
solutions o
Mentor IT developer
colleagues regarding business issues o
Understand data
sources, including strengths and limitations of the available data o
Maintain
sensitivity to – and alert developers and users – as data quality issues
arise o
Quality check software
products and updates for quality and usability o
First-level
diagnosis of user issues regarding assigned software -
Manage project through
implementation for automated financial reports o
Conduct
meetings with internal client stakeholders to provide progress updates o
Identify and
consult with appropriate manager to assign talent resources in timely manner o
Consult with
appropriate manager/supervisor for performance-related issues Skills Employed: ü Negotiation ü Coaching / Mentoring ü Oral and Written Communication ü Process Analysis ü Data Analysis ü Presentation ü Office Automation (Microsoft Office Word, Excel,
Internet Explorer) ü Time Management 1997 to 2002: Product Development Specialist, Small
Business BU -
Maintain
product forms and rules for Zurich’s Precision® Small Business P&C
product -
Perform
competitor analysis of managed rules and forms compared to competing
insurers’ programs -
Gather feedback
from BU management and field staff regarding competitor success strategies
for specialized products -
Develop and
maintain proprietary rules and coverage language for specialty products o
Validate form
language with Legal and Claims contacts, to ensure suitability for intended
purpose o
Coordinate with
IT management for implementation of updated forms and rules in rating and
policy-writing systems -
Conduct
roll-out seminars to introduce product line-up to agency force Skills Employed: ü Product Management ü Product Development ü Competitor Analysis ü Oral and Written Communication ü Multi-line Underwriting ü Negotiation ü Presentation ü Office Automation (Microsoft Office Word, Excel,
Adobe Acrobat Publisher) ü Time Management 1986-1997:
SELECTIVE INSURANCE CO. OF -
Hired as
assistant underwriter in -
Selected to
lead transition from mono- to multi-line underwriting functionality, becoming
branch office’s first true multi-line underwriter. Later promoted to senior underwriter
responsible for profitable $12 million book of business in the mid-Atlantic
region. -
Proactively
developed methods and procedures to automate branch office underwriting tasks
in cooperation with home office operations staff. Promoted to Special Projects Manager in
1992, playing key leadership roles in several strategic underwriting-focused technology
projects. o
Developed Commercial
Automobile rating software based on ISO specifications for selected states
(MD, DE, DC), essentially replacing the use of manual rating for those states
and eliminating mathematical errors often found in manual rating o
Developed multi-state
Workers Compensation rating and policy writing application for selected states
(MD, DE, DC, PA, NJ, VA), eliminating clerical mathematical errors arising
from the rating function as well as most of the manual typing function for
Workers Compensation policies. o
Developed
endorsement rating and policy writing application for Commercial Auto,
Property, General Liability and Inland Marine lines of business, based on
ISO/ACORD standards, reducing mathematical errors arising from the rating of
endorsements as well as most of the manual typing function for ISO
endorsements. Combined with Workers
Compensation application, reduced the need for manual typing of policy forms
by more than 90% o
Key participant
in corporate projects to evaluate, develop specifications, and test
vendor-supplied ISO-based rating systems -
Project manager
for corporate-wide implementation of Gen*A*Rate vendor-supplied automated
rating system Skills Employed: ü Multi-line Underwriting ü Oral and Written Communication ü Negotiation ü Team Leadership ü Coaching / Mentoring ü Office Automation (Word Perfect, Quattro Pro, desktop
database tools) ü Detailed understanding of bureau rating techniques
and statutory pricing options ü Time Management PROFESSIONAL DESIGNATIONS: CPCU, CIC, ARM EDUCATION: MA, Business Management
from BS, Computer Information
Systems from Stevenson University, Baltimore, MD BA, Sociology from Graduate of Dale Carnegie
Course (“Highest Award for Achievement”) Completed Professional
Witness Program (Selective Insurance) VETERAN STATUS: Veteran, US Army
Intelligence and Security Command, honorably discharged |
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Email: geofneub@formfitters.com |
Copyright © 2009 Geoff Neubauer dbaFormFitters.com