Beth Davis
Horton Group Marsh McLennan
Elkhart,IN
1
Certification
31
years of professional experience
Outstanding, versatile insurance professional with 30 years of experience in the insurance industry and 13 years of management experience. Expertise in leading cross-functional teams, driving sales growth, and adapting to evolving business needs. Strong skills in negotiation, problem-solving, and project management ensure successful outcomes and high client satisfaction. Known for reliability, flexibility, and collaborative approach to achieving team goals. Professional with proven track record in account management and new business placement, delivering impactful results through strategic planning and client relationship building.
Work History
Senior Account Manager
6 Months- I moved into this position as my prior management position was eliminated. Responsible for personally handling 30 middle market accounts with $1.5 million in revenue. Provide guidance and leadership to other team members regarding marketing, customer service and retention strategies. Work closely with sales staff and carrier underwriters to optimize new business production results.
Client Services Manager
3 Years- Managed a team of ten middle market Account Managers and personally handled ten larger accounts. Coached, mentored and trained team members on new and renewal business marketing, customer service skills, relationship building and goal achievement. Responsible for team achievement of KPIs such as retention, data quality and customer satisfaction. Handled hiring, staffing, budgeting and performance management. Worked with carrier underwriters and sales/production staff to maximize the relationship between service and sales, including consulting with producers on sales and marketing strategies.
P & C Marketing Manager
6 Years- Managed the marketing process all new business and renewal accounts, requiring strict adherence to deadlines and insurance coverage requirements. Worked closely with sales staff on sales strategies, appropriate markets, coverage and pricing. Managed an assistant analyst assigned to facilitate the overall marketing process and timeline. Served as carrier liaison for the Indiana office.
P & C Marketing Specialist
3 Years- Serve as marketing consultant with sales account team to analyze coverage needs and identify markets for each account, as well as research and define market trends and carrier appetites. Negotiated terms, conditions and pricing on accounts. Served as carrier liaison for the Indiana office.
Personal and Commercial Lines Account Manager
1 Year- Customer service management of commercial and personal lines account portfolios including service delivery, claim coordination, billing analysis, proposal documentation, underwriting and risk management.
Personal and Commercial Lines Account Manager
1 Year- Customer service management of commercial accounts including service delivery, claim coordination, billing analysis and proposal documentation.
Project Manager
4 Years- Managed projects to benefit the Personal Lines nationwide call centers. Involved in planning, tracking deliverables and maintaining ownership of projects from start to finish, including building rapport and guiding all levels of management toward a defined solution.
Team Manager
8 Years- Managed and coached 90 employees involved with internal and external customer service and organized all operational functions: new hire training, HR responsibilities, performance management, benefits administration, staffing/hiring, budget preparation, quality and process management. Worked closely with underwriters on escalated service Directly managed 6 Customer Service Supervisors and maintained relationships and oversight of their team performance. Won Team Manager of the Year award among a pool of 14 other Team Managers.
Customer Service Supervisor
2 Years- Managed a team of 15 Customer Service Reps and was responsible for team performance. Monitored quality and handled performance coaching, team motivation, training and HR issues. Won Supervisor of the Year award among a pool of 9 other Supervisors
Customer Service Representative
2 Years- Handled incoming personal lines auto and homeowners service calls from all states in the 16 hour call center. Mentored other Service Representatives and maintained excellent call quality, call handle time and overall performance.
Education
Bachelor of Science
Masters in Business Administration
Skills
Business development
Schedule management
Excellent negotiation skills
Partnership development
Goals and performance
Operations
Staff management
Strategic planning
Client services oversight
Business strategies
Client relationship management
Teamwork and collaboration
Certification
- Chartered Property & Casualty Underwriter (CPCU)
- Indiana Property/Casualty/Life/Health License
BEHAVIORAL COMPETENCIES
- Excellent communicator
- Excellent multi-tasking ability
- Adept at conflict resolution
- Analytical and objective thinking
- Approachable and collaborative
- Resourceful, proactive and creative
- Detail oriented and adaptable
- Calm and positive demeanor
Timeline
Senior Account Manager
Horton Group Marsh McLennan
01.2026 - CurrentRead More
Client Services Manager
Horton Group Marsh McLennan
01.2023 - 01.2026Read More
P & C Marketing Manager
Horton Group Marsh McLennan
01.2017 - 01.2023Read More
P & C Marketing Specialist
USI Insurance Services
01.2014 - 01.2017Read More
Personal and Commercial Lines Account Manager
Healy Group
01.2013 - 01.2014Read More
Personal and Commercial Lines Account Manager
Synergy Insurance Group
01.2012 - 01.2013Read More
Project Manager
Liberty Mutual Insurance
01.2008 - 01.2012Read More
Team Manager
Liberty Mutual Insurance
01.2000 - 01.2008Read More
Customer Service Supervisor
Liberty Mutual Insurance
01.1998 - 01.2000Read More
Customer Service Representative
Liberty Mutual Insurance
01.1996 - 01.1998Read More
Bethel College
Masters in Business Administration
Read More
Illinois State University
Bachelor of Science
Read More