Open to opportunities

Charlie Merritt

@charliemerritt

I support excess and surplus lines underwriting operations, compliance reviews, and risk assessment at Global Indemnity Group.

United States

Message

I support Penn America underwriting operations at Global Indemnity Group, handling agent requests, endorsements, backdated policies, flat cancellations, inspection inquiries, and agency book rollovers.

I've reviewed policies for underwriting appetite and binding documentation, partnered with underwriters on decision-making, and assessed cannabis-related businesses through financial records, business plans, regulatory compliance, and legal risks.

Previously, I supported internal compliance audits at EY through employee submission testing, pre-population, research, and audit setup. I earned a BBA in Risk Management and Insurance: Property & Casualty from Temple University's Fox School of Business.

Experience

Work history, roles, and key accomplishments

Current

Associate Underwriter

Current

Global Indemnity Group

Jun 2024 - Present (2 years 3 months)

Support daily underwriting operations by handling agent requests, including endorsements, backdated policies, flat cancellations, and inspection inquiries. Assist the audit department with evaluating classification endorsements and execute special projects such as agency book rollovers.

Underwriting Endorsement Policy Administration Audit Support Communication Skills

Internal Compliance Audit Intern

EY LLP

Apr 2023 - May 2024 (1 year 1 month)

Assisted in the compliance auditing process by completing employee submission testing and the pre-population process. Maintained timely communication with the team and audited employees, and collaborated on daily projects.

Compliance Auditing Data Testing Communication Skills Collaboration

Graduate Development Associate

Global Indemnity Group

Reviewed policies to ensure they met underwriting appetite guidelines and contained necessary binding documentation. Participated in underwriting meetings and communicated with internal and external stakeholders to ensure compliance.

Policy Reviews Underwriting Guideline Knowledge Compliance Communication Skills

Cannabis and Programs Underwriting Intern

Global Indemnity Group

Analyzed financial records, business plans, and risk factors of cannabis-related businesses to assess underwriting viability. Collaborated with senior underwriters to evaluate regulatory compliance and prepared detailed reports for management.

Risk Analysis Financial Analysis Regulatory Compliance Reporting