AMY KINCHLA
Senior Sales Executive
Santa Rosa Beach,FL
Summary
Personal Lines Insurance Account Manager with active Florida Property, Casualty, Life, Accident & Health Insurance License. Obtained the CISR, Certified Insurance Service Representative, designation from the National Alliance of Insurance Agents. I'm looking to secure a position that will enable me to utilize my Sales skills, account management/insurance knowledge and customer service abilities. As a licensed insurance professional, I'm seeing a position offering new challenges and opportunities for career growth and advancement. I'm relocating to England and looking forward to broadening my 10+ years of insurance experience in the foreign market.
Overview
11
11
years of professional experience
14
14
years of post-secondary education
3
3
Certifications
Work History
Senior Sales Executive
Coastal Insurance Dba Acentria Insurance
08.2019 - Current
- Consistently met or exceeded sales targets while maintaining high levels of client retention and satisfaction.
- Managed a portfolio of clients and developed new business opportunities through cold calling, networking, and referrals. Wrote 3MM in new business for the 2024 year while retaining 1.6MM in existing business through rewrites/remarketing.
- Consistently met and exceeded monthly sales targets, resulting in recognition as a top-performing sales executive earning Presidents Club for 2024
- Amassed a book of business of 7MM since 2019
- Collaborated with underwriters to develop customized insurance solutions tailored to each client's specific needs.
- Provided accurate and timely quotes to clients, demonstrating product knowledge, and understanding of customer needs.
- Negotiated pricing and coverage terms with underwriters to ensure competitive offerings.
- Generated new business opportunities through prospective outreach and networking with local realtors and mortgage lenders and personal marketing.
PERSONAL LINES ACCOUNT MANAGER
LAWRENCE CARLIN INSURANCE AGENCY, INC.
03.2017 - 07.2019
- Maintained and retained personal lines book of business
- Rounded out and cross-sold accounts to obtain other lines of business
- Wrote policies pertaining to personal lines: homeowners, dwelling fire, auto, flood, umbrella, watercraft, inland marine
- Help clients with problems, changes, claims and coverage
- Followed up with customers on unresolved issues pertaining to claims
- Trained new staff member with agency account management systems, telephone, and inner-office standard procedures
- Ensured all personal lines surplus lines policies were renewed and invoiced properly
- Attended high volume of phone calls and customer walk ins and demonstrated strong customer service relations while assisting clients with their needs in personal insurance
- Produced certificates and binders for commercial clients
- Established and maintained working relationships with company sales representatives, underwriters and claims adjusters
PERSONAL LINES ACCOUNT MANAGER
STARKWEATHER & SHEPLEY INSURANCE BROKERAGE, INC.
06.2016 - 03.2017
- Worked as a liaison between the corporate office in Rhode Island and their Martha's Vineyard offices located in Edgartown, Oak Bluffs, and Vineyard Haven as a personal lines account manager
- Managed high net wealth portfolios primarily for Martha's Vineyard residents
- Successfully helped implement a rollover book of business from Massachusetts Property Insurance Underwriting Association to AIG for high end homes on the island
- Met with clients regularly to review policies and policy conditions to ensure proper coverage
- Produced quotes and sold policies for watercraft, homeowners, auto, umbrella, and flood
- Created risk management portfolios/proposals for clients with multiple properties throughout the US
PERSONAL LINES ACCOUNT MANAGER
HUB INTERNATIONAL, NEW ENGLAND, LLC
10.2015 - 06.2016
- Maintained and retained book of personal lines business
- Managed client relations while serving as agency liaison between carriers and clients to ensure client needs are met
- Produced quotes and sold policies pertaining to personal lines; home, auto, dwelling fire, flood, watercraft
- Basic administrative duties, processed letters, endorsements, renewals, processed cancellations
- Conducted quarterly customer account reviews to make sure customers have the correct coverage
- Rounded out accounts by obtaining other lines of business
- Resolve customer complaints regarding sales and service
Personal Lines Account Manager
Murray & MacDonald Insurance Services Inc.
09.2013 - 10.2015
- Produced Quotes and sold polices pertaining to personal lines insurance; home, auto, flood, life, watercraft, umbrella
- Maintained, retained, and built a book of business with existing clients as well as new clients brought in personally to the agency
- Rounded out and cross sold accounts
- Attended networking events to promote agency
- Assisted with social media presence; posted to Instagram, facebook, and blog accounts
Education
Master of Arts - Marketing And Corporate Communication
05.2001 - 05.2015
- Member of the Public Relations Student Society of America
- Dean's List 2010, 2011, 2012
- 3.5 GPA
- PHI SIGMA SIGMA Member
Skills
Microsoft Office Word
Microsoft Office Excel
EPIC, AMS 360, Sagitta, Image Right Client Management System Proficiency
Sales Expertise
Quoting multiple lines at high volume
Negotiation
Customer Relationship Management
Insurance Products and underwriting guidelines
Team Collaboration
Lead Generation
Networking
Market Research
Time Management
Professionallicensesanddesignations
- MA Property & Casualty license
- MA Life, Accident & Health License
- Certified Insurance Service Representative
Certification
FL Property & Casualty Insurance License
Timeline
Senior Sales Executive - Coastal Insurance Dba Acentria Insurance
08.2019 - Current
PERSONAL LINES ACCOUNT MANAGER - LAWRENCE CARLIN INSURANCE AGENCY, INC.
03.2017 - 07.2019
PERSONAL LINES ACCOUNT MANAGER - STARKWEATHER & SHEPLEY INSURANCE BROKERAGE, INC.
06.2016 - 03.2017
PERSONAL LINES ACCOUNT MANAGER - HUB INTERNATIONAL, NEW ENGLAND, LLC
10.2015 - 06.2016
Personal Lines Account Manager - Murray & MacDonald Insurance Services Inc.
09.2013 - 10.2015
BRIDGEWATER STATE UNIVERSITY - Master of Arts, Marketing And Corporate Communication
05.2001 - 05.2015