Agnes Bartler

Executive Underwriter (2017-Present):

Complex underwriter of Inland Marine and Commercial Property specializing in the construction industry:

- Prior experience evolved into specialization in the construction industry, which has further developed at Allianz focusing on the following:

• In-depth risk analysis, underwriting, pricing, and management of complex construction accounts with emphasis on profitable growth in the following key areas:
• Builders risk projects up to $150MM in TIV
• Master builders risk programs
• Contractors equipment
• Related property

- Management of Preferred Builders Risk Program in the Midwest Region since 2018 for one of our key trading partners:

• Working with various broker offices to develop product knowledge and drive submission flow with specific premium targets
• Selling Allianz brand and value proposition by following up on commitment to service and underwriting standards
• Focused on creating long standing relationships with brokers and clients to become their underwriter and market of choice
• Leading the Midwest Region in consistent profitable growth of this program

- Representing Midwest Region in the Construction Practice Group functions:

• Attending regular CPG meetings
• Participating in discussions and contributing to various projects involving product enhancement, development of best practices
• Collaborating with the team to create training materials, proposed changes to functional rules, communicating with teams, etc.

- Strategic Market Development and Leadership

• Creating development plans for key relationship growth with assigned brokers
• Capitalizing on opportunities that further relationship with key agency partners and contribute to sizeable and profitable growth
• Mentoring and training of new staff in construction underwriting:
• Working with new hires to provide construction product underwriting
• Training new staff on underwriting guidelines, procedures, and best practices
• Serving as a construction resource for the Midwest Team

• Stepping into this role, used prior industry experience and company training to further my career and develop necessary skills to effectively underwrite property and inland marine business:
• Risk selection based on company underwriting guidelines and broker relationships to capitalize on opportunity to write the business
• Evaluation of exposure based on class of business, capacity, geographical location, occupancy, management characteristics, and loss control
• CAT Peril management including individual risk evaluation and underwriting and portfolio management based on company guidelines
• Effective negotiation of pricing and terms with brokers

• Progressive development of agency relationships and underwriting skills helped me transition into a business development role with added focus on management of agency relationships, marketing, and product training with the following responsibilities: Developing effective field and agency business plans to include premium goals, quote and hit ratios, mix of business, and action steps to help meet goals and objectives Maintaining regular travel schedule to agencies including pre-call objective setting and post call documentation of meeting results Underwriting for key relationships in the field / territory Working directly with underwriting team to drive team results for new and renewal business production via weekly team meetings Consistent review of production results and future forecasting Appointment and Development of new production sources including retail and wholesale brokers Revitalization of underperforming agents Coaching / Training of new business development talent in all aspects of business development and field / agency management role

• Focused on risk management in Commercial Lines Property and Casualty Department, working one-on-one with producer of diversified book of business of General Commercial Property & Casualty business (premium size up to $500,000 or more)
• The experience provided a base to strengthen industry knowledge of miscellaneous coverages and develop relationship with many insurance carriers
• Learned and applied companies’ eligibility guidelines, online quoting, and marketing practices
• Knowledge base in the following industries: Trade Contractors, Trucking, Hospitality, Lessor’s Risk Property Exposures, Numerous non-profit and specialty risks.

• The stepping-stone into my insurance career provided an invaluable opportunity to develop growing expertise in the insurance industry
• Working in a relatively small agency required a broader approach to many aspects and common insurance coverages, such as: Commercial Lines: - Marketing accounts and negotiating policy terms with various insurance carriers - Reviewing coverages and presenting them to customers - Using carriers’ online programs to determine eligibility and quote small business owners’ policies Personal Lines: - Quoting and presenting coverage's to customers - Issuing and renewing auto & homeowners policies as well as other personal lines products Health Insurance: - Presenting individual and small group insurance proposals - Assisting customers in enrollment process - Working with customers and carriers during group and individual underwriting process Agency operations: - Working with CSR's on problem solving in all aspects of customer service including claims reporting, issuing certificates, and coverage questions - Leading the agency automation project through conversion to a new management system - Working on long-term goals to promote work efficiency - Participating in creation of a new web site for our agency with future implementation of an online customer service to allow clients online account access, claims reporting, coverage changes, certificate requests, etc.