Annamaria Bailey
Franklin,MA
Summary
Results-driven insurance and risk management professional with extensive experience in operations management and a strong commitment to excellence. Proven track record of achieving positive outcomes and ensuring customer satisfaction through effective leadership and strategic thinking. Skilled in implementing successful risk management strategies, adept at resolving complex issues, and fostering teamwork for optimal resource utilization. Known for building long-term relationships founded on trust and confidence, enhancing collaboration and driving organizational success.
Overview
36
36
years of professional experience
1
1
Certification
Work History
CHIEF OPERATING OFFICER, CIC, CRM, LIA, MLIS
ROGER KEITH & SONS INSURANCE AGENCY
01.2007 - Current
- Responsible for overall agency operations. Manages a staff of thirty-five insurance professionals in five locations. Agency liaison with our Insurance Company partners. Assist with agency revenue streams, budget projections and follow through. Essential contributor to agency acquisition strategy; both evaluation and integration of systems, staff, data and workflows. Implemented efficient and uniform policy and procedures with a strong focus on minimizing errors and omissions. Responsible for employee hiring, training, development, reviews, disciplinary actions and other human resource functions. Mentored service and sales staff. Worked with IT vendors to manage networks, purchase hardware and develop disaster planning. Provided risk management solutions and support to clients. Assist clients to strategically develop and maintain insurance programs, identify exposures and solutions best suited for their needs and risk appetite. Managed agency’s largest book of commercial lines business consisting of various accounts including hospitals, medical offices, financial institutions, non-profits and real estate. Provided risk management solutions to clients. Specialized in medical malpractice. Instrumental in the implementation and management of a captive insurance program. Focused on complex insurance products to include self-insured workers compensation, retrospective rating, large deductible programs, privacy/security (cyber) liability, directors and officers, pollution, layered excess programs, and various professional liability. Acted as an account executive and actively pursued new business opportunities.
VICE PRESIDENT
INSURANCE CONNECTION AGENCY, INC.
01.1996 - 01.2007
- Responsible for overall agency operations and staff. Managed agency’s entire commercial lines business. Duties included sales, service, account rounding, marketing and risk management. Maintained computer network and implemented innovative technology to suit agency’s needs. Functioned as policy and procedure resource for internal operations to include development of an employee manual and administered employee benefits. Worked with agency’s President and insurance company partners to develop and implement long term agency growth and profitability. Experienced with broad range of commercial and personal Lines products. Assisted with accounting functions, payroll, accounts payable, accounts receivables and banking.
BUSINESS MANAGER, EXECUTIVE ASSISTANT
CADILLAC OF NORWOOD
01.1994 - 01.1996
- Performed all finance, lease and insurance sales for new and used vehicles. Developed and administrated a marketing strategy for two dealerships. Negotiated and maintained dealer inventory swaps. Provided administrative support to executives.
CLIENT RELATIONS SPECIALIST
GARNETT & COWLES INSURANCE AGENCY
01.1993 - 01.1994
- Provided customer service to corporate clients and their employees. Acted as a third-party benefit administrator for medical, dental and sections 125 benefits using the funds of our corporate clients.
BRANCH MANAGER
AAA&J INSURANCE AGENCY
01.1990 - 01.1993
- Successfully expanded newly founded insurance agency. Sold personal lines coverage in a competitive market utilizing twelve companies and their respective underwriting guidelines. Implemented successful marketing strategies to penetrate a new territory. Managed all banking transactions.
Education
Bachelors in Science - Business Management
Dean College
Skills
- Operations management
- Risk mitigation strategies
- Effective strategic planning
- Workflow optimization
Certification
- Licensed Insurance Broker since 1991
- Licensed Insurance Advisor since 2001
- Certified Insurance Counselor since 2006
- Certified Risk Manager since 2012
- Management Liability Insurance Specialist since 2019
LANGUAGES
English, Italian, French, Spanish (limited)
Timeline
CHIEF OPERATING OFFICER, CIC, CRM, LIA, MLIS
ROGER KEITH & SONS INSURANCE AGENCY
01.2007 - Current
VICE PRESIDENT
INSURANCE CONNECTION AGENCY, INC.
01.1996 - 01.2007
BUSINESS MANAGER, EXECUTIVE ASSISTANT
CADILLAC OF NORWOOD
01.1994 - 01.1996
CLIENT RELATIONS SPECIALIST
GARNETT & COWLES INSURANCE AGENCY
01.1993 - 01.1994
BRANCH MANAGER
AAA&J INSURANCE AGENCY
01.1990 - 01.1993
Bachelors in Science - Business Management
Dean College
VOLUNTEER WORK
- Serve on Brockton Hospital School of Nursing Community Advisory Board
- Served on Signature Healthcare MissionPossible Campaign
- Served on Merchants Insurance Company Agents Advisory Board
- Serve on Union Mutual Insurance Company Agent Advisory Board
- Served as Treasurer for State Representative Campaign