Resourceful sales and account management specialist with several years of results-oriented experience in commercial insurance. Culturally-sensitive and ethical professional with demonstrated success in developing and implementing optimized solutions. Versatile leader recognized for driving results in collaborative, inclusive manner. Talented rapport builder, able to foster long-term relationship relationships with strategic partners, clients, and peers.
Overview
29
29
years of professional experience
1
1
year of post-secondary education
Work History
VP Client Development-Pacific Northwest Division
Highstreet Insurance and Financial Services
Medford, Oregon
04.2023 - Current
Successful Strategic Account Manager and Producer of new business.
Finished 2nd in points and 78th in revenue out of over 340+ Producers nationwide in 2025. Will be announced as Go Beyond company trip winner in February of 2026.
Commercial Lines Team Lead
Attendance at annual regional and national sales conferences.
Strong focus on commercial packages, construction, trucking and transportation, commercial property (including habitational and lessor's risk) and stand alone general liability, professional liability, cyber liability, bonding, employment practice liability, and workers compensation.
Includes new business discovery meetings, entering of prospects into AMS system, information gathering from data bases, preparation of ACORD and supplemental applications and vehicle/driver/equipment schedules,
Annual account management and retention of all strategically deemed clients for branch office in addition to production goals.
Requires an in-depth understanding of various markets and extremely strong relationships with carriers and Underwriters.
Ability to work under pressure and long hours to me expiration deadlines.
Ability to pivot positively and with continued focus in a dynamic of constant staff turn over and changes to procedures and operations.
Started as a Senior Account Manager and promoted to VP of Client Development 02/2025
AMS: Applied Epic
Senior Account Manager
ResourcePro
Omaha, Nebraska
01.2022 - 07.2022
Managed a very large remote book of commercial book of business located in the San Francisco Bay Area focusing heavily on construction, trucking and transportation, non-profits and medical practices.
AMS: AMS 360
Reason for leaving: Change in Corporate Structure
Strategic Insurance Assistant
David Hicks/ Transportation Specialist
Roseville, California
03.2004 - 01.2019
Stay at home mom of three sons while running behind the scenes client management for then spouse.
Offered additional assistance to a remote account management team for extremely large and successful transportation book.
Including preparation of driver/vehicle/equipment schedules, ACORD and supplemental applications, portal quoting, loss runs, certificates of insurance, checking policies for accuracy and setting up new business and renewals.
Prepared submissions with understanding of carriers and markets.
Handled organization of travel, client appreciation and networking events.
Attendance of meetings and advocacy with the California Trucking Association.
AMS: TAM
Senior Account Manager
KPD Insurance
Medford, Oregon
06.2001 - 06.2004
Followed Senior Producer from Marsh as she became President/Branch Principal for Medford location of KPD.
Handled an extremely large book of commercial business start to finish.
Assisted with client relations, networking and fundraising events and conducted meetings with carriers, if needed.
Helped structure the formation of the Trucking Department by creating and implementing efficient procedures for the handling of all transportation business from owner operators to large fleets.
Trained Account Managers for the Transportation Department.
AMS: TAM
Account Manager
Sedgwick James/Marsh
Medford, OR
05.1997 - 01.2000
Recruited, hired and licensed in property and casualty insurance.
Account Manager for most successful Producer for Sedgwick James in the State of Oregon.
Management of a continually growing and extremely successful book of commercial business.
Heavily focused on trucking and transportation and construction.
Position retained through layoffs during merger from Sedgwick James to Marsh McClennan.
Promoted to Senior Account Manager in 1998.
Education
Life And Health Insurance L - Life And Health Insurance
California Department of Insurance
Sacramento, CA
04.2019 - 06.2019
Property And Casualty Insurance License - Property And Casualty Insurance
California Department of Insurance
Sacramento, CA
03.2019 - 05.2019
Life And Health Insurance License - Life And Health Insurance
Oregon Department of Insurance
Salem, OR
06.1999 - 09.1999
Property And Casualty Insurance License - Property And Casualty Insurance
Oregon Department of Insurance
Salem, OR
05.1997 - 06.1997
Skills
Superior interpersonal skills
Extremely capable at revenue generation and retention
Ability to build strong relationships with strategic partners, clients, peers and colleagues
Very strong work ethic and ability to self-manage myself/team