Andrea Roche

- Point of contact for Carrier & Wholesale relations

- Create, implement, and maintain key performance metrics and workflow for New Business and Retention.

- Manage a remote team & handle training/meetings for personnel development

- Manage a $2.5 million+ book of business, consisting of middle market and high-net worth/VIP clients

- Establish and maintain Agency Standards

- Create Performance Objectives for team and conduct audits/periodic reviews of personnel

- Responsible for all training and management of training resources for team

• Managed a remote team of agents responsible for servicing existing clients and up-selling new lines of insurance
• Developed and executed specialized remote training programs for new hires, ensuring a seamless onboarding process
• Utilized project management tools and techniques to monitor training progress and adapt programs for optimal results
• Collaborated effectively with various departments to create a cohesive and smooth experience for clients
• Initiated and led projects to enhance team member communication and collaboration, resulting in increased overall departmental efficiency
• Leveraged in-depth knowledge of carriers and customer experience to develop and implement strategies for customer retention
• Conducted regular training sessions, feedback sessions, and mentoring programs for team members
• Emphasized productivity, accuracy, and a commitment to friendly and reliable service through ongoing project-based training initiatives.

• Completing all job duties that fall under Retention Specialist
• Assisting in interviews for new hires
• Onboarding new employees
• Assigning daily work requests and monitoring workloads
• Managing underwriting guidelines and updates with carrier partners
• Assist Retention Supervisor in any capacity.

• Responsible for re-marketing existing clients policies, adjusting coverage, and reviewing current guidelines to find the best carrier fit and review risk management with clients portfolio
• Remain up to date with changing underwriting guidelines for over 30+ carriers
• Collaborate in a remote team environment
• Implement thorough reviews, solicit, and discuss lines of business with existing clients
• Continuously met & exceed monthly goals.

• Collaborate with Commercial producers to secure Personal Lines of business
• Gather information, research, and create plans to quote, bind, and handle all necessary Underwriting requests
• Solicit multiple lines of business.

• Assist clients, mortgage companies, insurance carriers, and agents with requests ranging from general insurance inquiries and payments, to processing endorsements and cancellations
• Locate potential cross-sell opportunities and generate leads
• First employee to work remotely successfully.

• Cleared outstanding underwriting requirements specific to each insurance carrier
• Worked with insureds to remediate any cancellations or non-renewals.