Captive Insurance Times
Underwriting and claims manager
Captive Insurance Times, Raleigh, North Carolina, United States
Overview
Alyssa Preidt — Underwriting and claims manager at Capterra Risk Solutions.
Education She has a bachelor’s degree in finance with a concentration in risk management and insurance from the University of North Carolina (Charlotte).
Career path
Started her career as a risk analyst at Hamilton Captive Management.
Has held underwriting positions at Atlas Insurance Management and in the property and casualty insurance division of AmWINS Group.
Current role and responsibilities
Current role as associate informed by tools to understand how commercial and captive insurance can work together.
Apply sound underwriting principles to meet clients’ needs and properly adjudicate claims.
Key benefits of captives
The opportunity to meet entrepreneurs and executives from diverse backgrounds and industries.
The ability to customize an insurance programme to protect each business’ risks and assets, with a focus on critical, tailored risk management.
Influences and mentors
Alan Morris — mentor. “He noticed a spark of potential in me and actively chose to develop, strengthen and foster what he saw.” He remains a source of inspiration.
Jeff Ellington, senior vice president at Capterra Risk Solutions — open-door policy, educating and challenging me to consider different perspectives.
Sandra Fenters, CEO and president of Capterra — since May 2022, mentors and supports women in the industry; known for storytelling and client engagement.
Aspiring for the future I’ve learned that I possess the skill of innovation, and I aim to make processes, systems, and ways of doing things simpler and more efficient, continuing to push the captive industry forward.
Advice for someone considering a role in the captive industry Be proactive. Put systems in place for renewal season. If you don’t have a process, you’ll be scattered. Be prepared, work ahead and do the one extra task a day that will add up to major results by the end of the renewal season. Treat your colleagues and clients like family. Building a rapport with everyone you interact with can go a long way — there is never a situation where having a level of understanding, trust and empathy for your clients and colleagues will not serve you well. Don’t sleep on opportunities to make improvements during the down season, the nine-to-ten month period between renewals. Build a strong foundation in this season by making continual improvements. Ask questions, research, and push yourself outside of your comfort zone. You can learn about anything now on YouTube, even contractual liability!
Alan Morris, ASA, ACAS, MAAA, Consulting actuary and risk consultant, Cayman Islands Monetary Authority “Alyssa’s industry knowledge and her ability to provide guidance over a wide range of insurance initiatives and functions far exceed those common for her level of experience. They speak to her commitment to excellence as a professional and strong desire to add value on an ongoing basis.”
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Education She has a bachelor’s degree in finance with a concentration in risk management and insurance from the University of North Carolina (Charlotte).
Career path
Started her career as a risk analyst at Hamilton Captive Management.
Has held underwriting positions at Atlas Insurance Management and in the property and casualty insurance division of AmWINS Group.
Current role and responsibilities
Current role as associate informed by tools to understand how commercial and captive insurance can work together.
Apply sound underwriting principles to meet clients’ needs and properly adjudicate claims.
Key benefits of captives
The opportunity to meet entrepreneurs and executives from diverse backgrounds and industries.
The ability to customize an insurance programme to protect each business’ risks and assets, with a focus on critical, tailored risk management.
Influences and mentors
Alan Morris — mentor. “He noticed a spark of potential in me and actively chose to develop, strengthen and foster what he saw.” He remains a source of inspiration.
Jeff Ellington, senior vice president at Capterra Risk Solutions — open-door policy, educating and challenging me to consider different perspectives.
Sandra Fenters, CEO and president of Capterra — since May 2022, mentors and supports women in the industry; known for storytelling and client engagement.
Aspiring for the future I’ve learned that I possess the skill of innovation, and I aim to make processes, systems, and ways of doing things simpler and more efficient, continuing to push the captive industry forward.
Advice for someone considering a role in the captive industry Be proactive. Put systems in place for renewal season. If you don’t have a process, you’ll be scattered. Be prepared, work ahead and do the one extra task a day that will add up to major results by the end of the renewal season. Treat your colleagues and clients like family. Building a rapport with everyone you interact with can go a long way — there is never a situation where having a level of understanding, trust and empathy for your clients and colleagues will not serve you well. Don’t sleep on opportunities to make improvements during the down season, the nine-to-ten month period between renewals. Build a strong foundation in this season by making continual improvements. Ask questions, research, and push yourself outside of your comfort zone. You can learn about anything now on YouTube, even contractual liability!
Alan Morris, ASA, ACAS, MAAA, Consulting actuary and risk consultant, Cayman Islands Monetary Authority “Alyssa’s industry knowledge and her ability to provide guidance over a wide range of insurance initiatives and functions far exceed those common for her level of experience. They speak to her commitment to excellence as a professional and strong desire to add value on an ongoing basis.”
#J-18808-Ljbffr