Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Affiliations
Languages
Interests
Timeline
Amy Daniel

Amy Daniel

New Braunfels,TX

Summary

Experienced senior account executive with over 10 years of proven success in the insurance industry, specializing in farm and ranch business coverages. Seeking to leverage expertise and skills in a reputable organization that values a positive and structured work environment. Committed to delivering exceptional customer service and consistently achieving outstanding results.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Senior Commercial Lines Account Executive/Manager

Company Confidential
11.2020 - Current
  • Specialize in Agribusiness accounts -Commercial farm and ranch over 10 years
  • P & C license Texas
  • AFIS designation
  • Works closely with producers, advisors and other agency staff maintains client and carrier relationships
  • Provided timely responses to customer inquiries, complaints, or requests for information and changes
  • Client retention top priority
  • Collaborate with PCS to cross sell farm and ranch products
  • Renewal marketing 90-120 days prior to expiration
  • Competitive markets for best pricing, coverage extensions
  • Best practices awareness
  • Ability to process enter renewal data, certificates, audits, auto id card, binders, data entry
  • Able to create and maintain prospect, insured
  • Carrier, broker, underwriter relationships
  • Reports to and works closely with team leads, leaders and advisors on processes to improve workflow
  • Time conscious correspondence with prospects, underwriters, insured's
  • Met with new customers to share product and service information, listen to needs and learn about business operations.
  • Sold new products and services and developed new accounts to maximize revenue potential.
  • Agency Management and Systems utilized: Sagitta, Imageright, Filesite, Outlook, CSR24, Windows, 360 Value, Indio, edash, most if not all commercial carrier portals for quoting/endorsements, Zoom, Teams, Zavanta, Sharepoint, Smartsheets, Salesforce

Senior Commercial Lines Account Executive/Manager

Hertel Insurors Group
06.2014 - 12.2019
  • Commercial Lines Account Manager small to large accounts in a variety of industries mostly agribusiness
  • Pre-qualified new business whether a call in or producer related according to agency standards
  • Informed and educated clients about policy coverage, changes, exclusions, risk exposures and insurance coverage needs
  • Completed Acord applications/supplements in coordination with producers; submitted applications to eligible and appropriate carriers; obtained client signatures on all applications; followed up to ensure timely receipt of quotations and policies
  • Marketed renewals, contacted clients, created renewal proposals, and handle other renewal activities in coordination with the producers
  • Renewed policies following agency standards; verifies each renewals accuracy; ensure that all renewals are produced and delivered in a timely manner
  • Reviewed audits of policies; verified accuracy and facilitated corrections, as needed, between client and carrier
  • Able to set priorities and manage workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities
  • Able to maintain a cordial and effective relationship with clients, co-workers, carriers, vendors, and other business contacts
  • Also stayed informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance
  • Work renewal expiration list 90 days out in order to gather needed information for upcoming renewal and explore marketing agenda
  • Extensive master certificate work expertise and reviewing contracts as needed and wording using Best Practices
  • Clams handling experience
  • Database: Applied Tam and Applied EPIC working knowledge

Commercial Lines Account Executive/Manager

JHC Insurance Agency, Inc.
04.2012 - 06.2014
  • Pre-qualified assigned new business according to agency standards
  • Informed and educated clients about policy coverage, changes, exclusion(s), and insurance coverage needs
  • Prepared proposals and completed applications in coordination with producer(s)
  • Remarketed renewals, contacted clients and created renewal proposal
  • Renewed policies following agency standards; verified each renewal's accuracy; ensured that all renewals are produced
  • Reviewed audits of policies; verified accuracy and facilitated corrections, as needed, between client and carrier
  • Sets priorities and managed workflow to ensure efficient, timely, and accurate processing of my daily work load through activities
  • Maintained a cordial and effective relationship with insured's, underwriters, producers and other business contacts
  • Kept informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance
  • Database: AMS360 and Sagitta

Education

Basics - Business Administration and Management

The Victoria College, Victoria, TX
01.1997

Skills

  • Management
  • Critical Thinking
  • Marketing
  • Excel
  • Customer service
  • Communication skills
  • Microsoft Office
  • Customer Care
  • Microsoft Excel
  • Account management
  • Time management
  • Business Development
  • Organizational skills
  • Client relations
  • Cross-selling
  • Decision-making
  • Excellent communication

Certification

  • P & C License Texas, 06/01/12, 02/01/27
  • AFIS, 02/01/25, 12/01/26

Additional Information

Working knowledgeable in Mac and PC computers; All Microsoft Office Applications: Word, Excel, PowerPoint, Outlook., Applied TAM, training for EPIC, Sagitta, AMS360, Avatar AS400, iSynergy, iScan, Paradox, GBS, Lotus Notes Field Direct/Production, Filesite, Imageright, Oracle., A variety of different types of fax programs using e-mail. Web browser experience in: Edge, Safari, Chrome. Adobe Acrobat and Photoshop experience. 10 Calculator by touch and typing 60 wpm; social media experience., In the past provided support to several CEO's and Directors including but not limited to: Providing practical and administrative support, day to day calendaring and scheduling, coordinate complex domestic and international travel arrangements, process confidential reports, mail, email and general information., Demonstrated basic administrative expertise: Excellent English grammar communication skills both written and verbal, well organized, able to prioritize tasks, detail oriented, file and storage management, excellent phone etiquette and personal reception.

Affiliations

  • Hope Hospice
  • Austin Bulldog Rescue

Languages

English
Native or Bilingual

Interests

  • Animal Care
  • Yoga
  • Volunteering
  • Gym Workouts
  • I like working with my hands and fixing things
  • Gardening
  • Reading
  • Hiking
  • Volunteer Work

Timeline

Senior Commercial Lines Account Executive/Manager - Company Confidential
11.2020 - Current
Senior Commercial Lines Account Executive/Manager - Hertel Insurors Group
06.2014 - 12.2019
Commercial Lines Account Executive/Manager - JHC Insurance Agency, Inc.
04.2012 - 06.2014
The Victoria College - Basics, Business Administration and Management

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Amy Daniel