Summary
Overview
Work History
Education
Skills
References
Activities and Hobbies
Timeline
Generic

Ashley Jones

Littleton,CO

Summary

Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

11
11
years of professional experience

Work History

Commercial Lines-Mid Market-Senior Account Manager

Risk Management Partners
Wheat Ridge, CO
11.2022 - Current
  • Licensed Property & Casualty Insurance Agent, Trusted Risk Advisor and Systems and Process trainer. Size: $3,000,000+
  • Developed and maintained relationships with customers and underwriters to ensure customer satisfaction.
  • Ensured accuracy of policy information by verifying data entered into the system.
  • Resolved customer inquiries regarding coverage, billing, and other related issues in a timely manner.
  • Provided guidance to clients in making informed decisions about their insurance policies.
  • Identified opportunities for cross-selling products and services to existing customers
  • Account management to include: Claims management, audit review and management, surplus lines policy reviews and coverage knowledge, risk management, policy changes, certificates, new business sales/quoting and marketing commercial lines coverage with various carriers, preparing binders and proposals to include payment management, financing, and accounting services, policy checking, client meetings, organized data entry and knowledge of available markets
  • Systems: EZLynx, PipeDrive and Hubspot, Broker Buddha, Microsoft Outlook, Microsoft Excel, Nextiva, Zywave(CPQ), Various carrier websites.

Commercial Lines Agent/Producer, Account Manager and Social Media Manager

Colling Insurance Services, Inc.
07.2017 - 10.2022
  • Licensed Property & Casualty Insurance Agent Size: $1,000,000-$1,500,000
  • Managed key account relationships, ensuring customer loyalty and retention.
  • Social media management, professional networking and content research
  • Surplus and standard policy processing and coverage knowledge, policy changes, certificates, account management (300+ customers), claims management, audit management and review, new business sales/ quoting commercial lines coverage with various carriers, preparing binders and proposals to include payment processing, policy checking, client meetings, organized data entry
  • Systems: TAM Applied, Microsoft Outlook, Microsoft Excel, Podium, EZLynx.

Select Commercial Lines Account Manager and Agent

Insurance Associates-A Division of Arthur J. Gallagher
Boulder, CO
07.2013 - 07.2017
  • Licensed Property & Casualty Insurance Agent Size: $800,000-$1,000,000
  • Resolved client issues in a timely manner while maintaining excellent customer service standards.
  • Maintained detailed records of all account activity customer service, claims management, data entry, policy processing, policy changes, ACORD certificates, (300+ customers), new business risk analysis, quoting commercial lines coverage with various carriers, preparing binders and proposals to include professional standards, payment processing and policy checking
  • Systems: TAM Online, CSP, CSR24, Microsoft Outlook, EPIC, DMS, Microsoft Excel and Photoshop.

Education

A.D. Banker Property & Casualty Insurance
Denver, CO
08-2014

High School Diploma -

Pomona Senior High School
05-2006

Skills

  • Excellent verbal and written communication
  • Team player
  • 15 years of management, training, and/or leadership experience
  • Organized and detailed
  • Efficiency
  • Project management
  • Social media management
  • Patience

References

  • Rebecca Coffelt, Resource Capital Funds, Senior Counsel - Americas, (720) 312-0518
  • Deanna Breeding, Longs Peak Insurance, Owner, (720) 837-4654
  • Julie Cox, Auto-Owners, Marketing Executive, (303) 514-3761

Activities and Hobbies

  • PIIAC- Events Committee Chair 07/01/2018- 12/31/2021, Organized meetings for 15 + people and followed up on critical pre and post event planning items. Encouraged the team to participate in idea building and strategize ways to increase attendance at events. (Increased attendance by 18% compared to prior year)
  • PIIAC- Events Committee Member- 07/01/2018-10/31/2022, Worked with PIIAC to plan events on behalf of the insurance industry. Including coordinating with other PIIAC members and staff to plan and facilitate the annual Independent Insurance Agent Convention, charity golf tournament (raising over $40,000 annually). I’ve assisted in planning events annually and also volunteer at the tournament to help keep the participants moving and having fun for the cause. -While serving as a committee member at PIIAC I helped orchestrate a bike building event which drew people together to give back to a local school. Several teams worked together to build bikes for an entire class of children. Every kid was awarded a brand new bicycle and protective gear.
  • Other Community Service- I enjoy being an active member of my community and I am always eager to help where I can.
  • 2018- Spent time interacting with under privileged children being a "big sister." Boulder, CO.
  • 2010 to 2023- Volunteer at News Health Fair as well as to the PRIDE Festival, Denver, CO.
  • 2019- Organized a necessity drive for homeless mothers, Denver, CO.
  • PIIAC-YIP (Young Insurance Professional)- Participate in regular networking and volunteer events including work at the Food Bank of the Rockies, News Health Fair, PRIDE Festival, Bike Building Event
  • West Metro Chamber Member- Attend regular meetings to engage with community members and network with local business owners.
  • 1996- Present - Softball- I play softball in my spare time and continue to work on my team building skills as a coach, a competitive first baseman, outfielder and biggest fan/cheerleader.
  • 2024- Colorado Show Choir- Currently an active member of a non-profit show choir who provides glorious content for your listening pleasure.

Timeline

Commercial Lines-Mid Market-Senior Account Manager

Risk Management Partners
11.2022 - Current

Commercial Lines Agent/Producer, Account Manager and Social Media Manager

Colling Insurance Services, Inc.
07.2017 - 10.2022

Select Commercial Lines Account Manager and Agent

Insurance Associates-A Division of Arthur J. Gallagher
07.2013 - 07.2017

A.D. Banker Property & Casualty Insurance

High School Diploma -

Pomona Senior High School
Ashley Jones