Lori A. Marshfield. CPCU, AOI, AU

Work Experience
Retrospective Rating Consultant / Insurance Agent (5/1/99-present)
Reiser and Associates, Reno

• Participating in meetings with private carriers, the Builders Association of Northern Nevada, and staff members.
  
• Providing help and support to customers with questions and problems on their policies and billings.
  
• Analyzing and reviewing the retrospective rating association contracts.
  
• Analyzing and reviewing the policies and endorsements received from the private carrier.
  
• Assist staff in obtaining premium and loss information from the private carrier.

• Participated in meetings with State Fund and staff members
  
• Analyzed and determined State Fund accounts for association retrospective rating plans.
  
• Communicated and worked with State Fund and AmGrip Staff
  
• Assisted in State Fund training by up-dating the training database and providing materials.
  
• Participated and helped develop the policyholder services model office Procedures.

• Have participated in district meetings, field underwriting, and as a team member.
  
• Interpreted and analyzed coverage forms.
  
• Accepted, retrained and priced commercial risks according to established underwriting policies, practices and standards.
  
• Maintained adequate knowledge of major lines of insurance.
  
• Maintained working knowledge of the various state and federal insurance laws and regulations.
  
• Communicated and worked with superiors, peers and outside contacts.

Education
California State University, Fresno Fresno, CA
  B.S. Business Administration (Accounting) - Dec. , 1984
  Multiple Subjects Teaching Credential - Dec. 1987
Palomar Jr. College San Marcos, CA
  A.A., Liberal Studies - Jan., 1982
Chartered Property Casualty Underwriter Designation
Certificate in General Insurance (INS 21-23)
Associates in Personal Insurance (API 28 & 29)
Associate in Underwriting (AU 65 & 66)

Honors
Nationwide Employee Recognition Program - Calif. - 1 Gold and 4 Bronze
Awards; MD-3 SOAR Awards and 200 Points, Ohio, 2 AOAR awards,
Perfect Attendance 6 out of 7 years
Beta Alpha Psi, National Accounting Fraternity
Phi Kappa Phi, Honor Society
Beta Gamma Sigma, Honor Society for Community Colleges
The National Dean's List

Activities
CPCU - Sierra Nevada Chapter; President 1998-2000
CPCU Committee Membership Chairman - current
Civic Action Program - Steering Committee and Newsletter Editor
Nationwide Insurance Activities Representative and Travel Council member
Wassau Insurance Activities Store Bookkeeper
Insurance Women of Columbus, OH and Anne Arundel Co., MD