AMY KINCHLA

Work History

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.

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

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

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

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