david l coleman resume
TRANSCRIPT
DAVID LEONARD COLEMAN, JR. CPCU, ARM, RPLU 4132 Saint Charles Avenue, Apartment D4, New Orleans, LA 70115 |662.701.8178|[email protected]
SUMMARY Certified Insurance Professional with Bachelors of Business Administration degree in Risk Management. Seven years of underwriting and brokerage experience with extensive knowledge of Property and Casualty Insurance, Professional Liability Insurance, and financial analysis. ACCOMPLISHMENTS
CPCU Designation- Chartered Property Casualty Underwriter- September 2013
ARM Designation- Associate Risk Manager- January 2014
RPLU Designation;- Registered Professional Liability Underwriter- May 2012
Eagle Scout
EXPERIENCE CNA Insurance, Continental Casualty Company (New Orleans, LA) April 2015 – Present Underwriter April 2015- Present
Underwrites Private and Non Profit Management Liability for states of Louisiana and Mississippi (Directors and Officers Liability, Employment Practices Liability, Fiduciary Liability, Crime Liability).
Responsible for profitable growth through portfolio management of book by obtaining new business and retaining current accounts
Build and maintain producer relationships with brokers and agents in Louisiana and Mississippi through frequent client visits Aon Association Services (Washington, D.C.) March 2009 – March 2015 Account Specialist II December 2012- March 2015
Provide Professional Liability underwriting and brokerage services for new business accounts as Managing General Agent for The Hartford and Arch nonprofit programs. (Directors and Officers Liability, Employment Practices Liability, Fiduciary Liability, Crime Liability).
Evaluate applicant’s exposures, financial condition, and potential risks and decide if they are a fit for underwriting appetite. Price the appropriate premium that corresponds with the applicant’s exposure.
Collaborate with The Hartford and Arch on whether a risk should be accepted and what modifications should be made to their coverage.
Reached and exceeded annual revenue goal that was set by management. Account Specialist July 2011 - December 2012
Responsible for the Arch LeadingAge (nonprofit nursing home association) D&O program in maintaining renewal book and increasing new business.
Worked directly with nonprofit nursing homes and brokerage firms to obtain coverage.
Attended conferences throughout the year to inform current clients about their coverage and encourage new business.
Reached and exceeded annual revenue goal that was set by management. Account Manager March 2009 - July 2011
Handled book of The Hartford nonprofit D&O renewal accounts. Collected applications and financials for review to decide if any alterations should be made to coverage.
Regularly communicate with team members on most efficient methods of retaining accounts. Zenith Insurance Company (Charlotte, NC) August 2008 – February 2009 Associate Underwriter
Gathered information and performed a risk analysis of client’s business operations for Workers Compensation Insurance.
Assisted with safety and Health Department to assign proper risk control techniques.
Reviewed and updated policies throughout the year to retain profitable business American International Group, AIG, Lexington Insurance (Charlotte, NC) March 2008 – July 2008 Underwriter Assistant
Consolidated and prepared submission information from current and potential clients for senior underwriters.
Classified exposures and worked with claims department on updating accounts.
Corresponded with brokers to answer questions regarding General Liability Insurance and their clients. Hilb, Rogal, and Hobbs, HRH (Savannah, GA) Summer 2006 Summer Intern, Select Manager
Prepared insurance quotes for small business Property and Casualty clients.
Inspected conditions of property locations for insurance renewal.
Assisted select managers by updating files with financial information on existing clients
EDUCATION
The University of Mississippi; Bachelors of Business Administration, May 2007
Major: Insurance and Risk Management
Overall GPA: 3.31; Major GPA: 3.50 o Chancellor’s Honor Role, 2004 o Risk Management and Insurance Society, Vice President 2006-2007
ACTIVITES
CPCU Society
Professional Liability Underwriters Society
Trained and completed 6 full marathons (Marine Corp, New Orleans, Savannah, Washington D.C., San Francisco, New York) o Raised $1,000 for “Run for Wounded Soldiers” charity for Marine Corp Marathon o Achieved personal goal of finishing time under four hours in fifth and sixth marathons (San Francisco and New York)