Jordan Wells
Phoenix
Summary
Experienced and highly qualified candidate seeking a lead underwriter or AVP level position. Desire to leverage extensive experience and skills to contribute to company growth and success. With a decade of underwriting expertise, well-equipped to collaborate effectively as a valuable team member within an organization.
Overview
10
10
years of professional experience
Work History
Regional Executive Underwriter
CIG Insurance
07.2024 - Current
- Achieved territory expansion through targeted prospecting and successful contract negotiations.
- Developed high-performing teams by providing regular coaching, training, and performance evaluations.
- Collaborated with cross-functional teams to drive organizational growth, sharing best practices and aligning goals and KPI's
- Influenced product development with market research, identifying trends to inform future offerings.
- Heavy Focus on Habitational, Retail, GL, Large Property
- $8M Book
New Business and Renewal Sr Underwriter
Gramercy Risk Management
08.2023 - 07.2024
- Handled New York Contractor's book of business
- Responsible for 7% growth for overall book of business
- Delivered presentations on current market conditions, industry trends, or lessons learned from recent losses
- Review of contractor and subcontractor agreement language
- Balanced need for competitive pricing with goal of achieving long-term profitability through prudent underwriting decisions
New Business and Renewal SR Underwriter
Chubb Insurance
07.2022 - 08.2023
- Maintained a 97% renewal retention rate
- $10M Book of business (built from ground up)
- .87 Loss Ratio
- Admitted and excess
- Revenue up to $1B
- Property, GL, Work Comp, Auto, Umbrella, Inland Marine, E&O
- National Territory Coverage
- Work Comp includes: Stop Loss, Loss Sensitive, Large Deductibles, SIR
- All classes of business: Manufacturers, Entertainment (venues, sports, music festivals, etc), Large National Real Estate, etc
- Performed monthly pipeline meetings with brokers
- In person and virtual marketing performed 3 days a week
- Provided guidance and training to junior underwriters on best practices, company guidelines, and regulatory requirements impacting underwriting process
New Business Surplus SR Underwriter
Northfield Insurance
01.2022 - 07.2022
- $8M Book of business (inherited)
- Excess and Surplus
- .89 Loss Ratio
- All lines of business
- Property, Workers Comp, GL, Auto, E&O, Inland Marine
- Workers comp included: stop loss, SIR, loss sensitive, large deductible,etc
- Maintained relationships with agents within designated west coast territory
- Evaluated insurance applications to determine risk levels and premium rates
Underwriter- Sr Brokerage/Excess and Surplus Underwriter
Selective Insurance
07.2021 - 01.2022
- $SM Book of business (inherited and built)
- .88 Loss Ratio
- National Coverage Territory
- All lines of business through multiple industries
- Property, Workers Comp, GL, Auto, E&O, Inland Marine
- Reviews work performed by junior underwriters and provides recommendations for improvement
- Provide assistance to the West Coast Brokerage Manager in the development of forms training and training of renewal UW's
- Assist in management of workload for team members and ensure service levels are met
- Responsible for growing national book of business, with a heavy focus on GL, Property, Manufacturing, Workers Comp, Contractors and Real Estate
Underwriter- Professional Lines E&O Underwriter (AHC, MPL, CYBER)
Hiscox USA Insurance
01.2020 - 07.2021
- New Business and Renewals
- Thorough knowledge of professional lines insurance coverages, contracts & underwriting guidelines
- Actively learned new lines of business
- Helped launch a pilot 'diy' broker quoting portal
- 330 submissions a month
- 90% HIT Ratio
Underwriter- Lower Middle Market/New Business Solutions
Chubb Insurance
07.2017 - 01.2019
- 1M book of business (inherited)
- .90 Loss Ratio
- 80% HIT Ratio
- Property, GL, Work Comp, Auto, Umbrella, Inland Marine, E&O
- National Territory Coverage
- Work Comp includes: Stop Loss, Loss Sensitive, Large Deductibles, SIR
- All classes of business: Manufacturers, Entertainment (venues, sports, music festivals, etc), Large National Real Estate, etc
Underwriting Assistant
IFG Companies
09.2015 - 07.2017
- Support Underwriters in the process of assessing new and renewal business, including rating, file review, and support documentation
- Performs light to intermediate underwriting when necessary
- Contacts broker for additional/missing underwriting information
- Updates policy information databases
- Runs reports as necessary
- Performs research on issues and analyzes data
- Continues to increase underwriting knowledge and skills through formal education
- During the policy term, analyzes and processes endorsement(s) and/or other changes as instructed by Underwriters If necessary, calculates premium adjustments for premium bearing charges
- Responds to internal and external client inquiries
- Reviews loss information
- Organizes and maintains policy files
- Reviews files, records and other documents, as needed
- Develops strong working relationships with counterparts at agent and broker offices
Education
Bachelors of Arts - Focus on Business Management and Career Growth
Arizona State University
Tempe, AZAINS 21 -
The Institutes
CPCU 500 -
The Institutes
CPCU 520 -
The Institutes
CPCU 540 -
The Institutes
CPCU 530 -
The Institutes
Skills
- Regulatory and Legal Knowledge
- Risk Assessment and Analysis
- Communication and Negotiation Skills
- Technical Proficiency and Data Utilization
- Insurance Policy Knowledge and Interpretation
- Loss Forecasting
- Knowledge of Emerging Risks and Trends
Timeline
Regional Executive Underwriter
CIG Insurance
07.2024 - Current
New Business and Renewal Sr Underwriter
Gramercy Risk Management
08.2023 - 07.2024
New Business and Renewal SR Underwriter
Chubb Insurance
07.2022 - 08.2023
New Business Surplus SR Underwriter
Northfield Insurance
01.2022 - 07.2022
Underwriter- Sr Brokerage/Excess and Surplus Underwriter
Selective Insurance
07.2021 - 01.2022
Underwriter- Professional Lines E&O Underwriter (AHC, MPL, CYBER)
Hiscox USA Insurance
01.2020 - 07.2021
Underwriter- Lower Middle Market/New Business Solutions
Chubb Insurance
07.2017 - 01.2019
Underwriting Assistant
IFG Companies
09.2015 - 07.2017
AINS 21 -
The Institutes
CPCU 500 -
The Institutes
CPCU 520 -
The Institutes
Bachelors of Arts - Focus on Business Management and Career Growth
Arizona State University
CPCU 540 -
The Institutes
CPCU 530 -
The Institutes
Similar Profiles
Akilah Oni DelgadoAkilah Oni Delgado
BUSINESS SOLUTIONS ANALYST LEAD - SUPERVISOR at Capital Insurance Group - CIGBUSINESS SOLUTIONS ANALYST LEAD - SUPERVISOR at Capital Insurance Group - CIG
KASHIRA BROOKHARTKASHIRA BROOKHART
Agency Development Manager at Capital Insurance Group (CIG)Agency Development Manager at Capital Insurance Group (CIG)
John Emery WesleyJohn Emery Wesley
Office Manager /Internal Audit Assistant at CIG - Internal Audit ServicesOffice Manager /Internal Audit Assistant at CIG - Internal Audit Services