Erika Carlson

• Evaluated, assessed and priced insurance risks for commercial vehicle fleets for my panel of brokers, ensuring profitability and competitiveness
• Enhanced customer satisfaction, providing detailed explanations on underwriting decisions and policy benefits.
• Built and maintained strong relationships with both internal and external stakeholders by ensuring I maintain a high level of service
• Closely monitoring high-risk accounts and recommending appropriate actions to ensure portfolio profitability.
• Enhanced my market presence in order to achieve business objectives and goals.
• Met with brokers to deliver policy terms, negotiate coverage & price
• Collaborated with the sales teams, and other product lines to develop competitive pricing strategies to increase QBE's market share.
• Referral point for the WR Team providing recommendations and authorising risks that required a higher level of authority.
• Conducted peer audits of underwriting files to ensure accuracy, compliance, and consistency in decision-making processes.

Achievements

• Successfully completed the DUA Fleet review for a large multi-line scheme
• Negotiated conditions and implemented an Addendum to the QBE Fleet wording for a large broker within my panel
• Implemented the National Fleet Underwriting Huddlle
• Increased my knowledge and skills relating to portfolio and reporting by assisting the Fleet Product Lead.
• Upskilled my teammates within the Western Region and away from my region:- arranged and facilitated a Motor Trades session with the WR Team, assistant motor trades underwriter and VIC Product Lead
• Arranged and Facilitated s QDash refresher Training session for the Wester Region on NB & Renewal reporting for WR Huddles and Individual monthly renewal listings, individual broker performance reporting etc.
• CU L & D Council member

• Evaluated and underwrote renewals and new business for a broad range of QBE's commercial & personal lines products and quotes for workers compensation.
• Negotiated terms and conditions of coverage with brokers to tailor policies to meet our mutual clients' needs
• Developed and maintained good working relationships with all customers, intermediaries and internal stakeholders as a Multi-Line Underwriter & when my role became Fleet focused in 2020
• Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment.
• Collaborated with sales teams to develop competitive pricing strategies and increasing QBE's market share.

Achievements

Attained Level 1 Fleet Authority

Kaplan Professional FNS41411 Certificate IV in General Insurance

Attained Level 2 Fleet Authority

Attained Level 2 Property Authority

Attained Level 2 in Various QBE Products

• First point of contact to direct customers handling inquiries, resolving issues, performing quotes and sales packs
• Supporting the Elders Alice Springs Principal with administrative tasks and dealing with Insurers for quotes & renewals to offer competitive pricing for customers.
• Claims Handling from start to finish under $10,000

Achievements

• FSI001 Tier 2
• FSI002 Insurance Basics Upgrade
• FSI101 Serving the Customer (full credit)