Bonnie Clark
Spring Branch,TX
Summary
Experienced insurance professional with 35 years in commercial and personal lines, bonds, underwriting, and office management. Proven history in client-focused solutions, risk assessment, and retention management. Skilled in sales, risk analysis, and team leadership. Seeking a remote or hybrid underwriting or management role with an A rated insurance carrier, brokerage, or excess & surplus lines.
Overview
35
35
years of professional experience
Work History
Office Manager, Insurance Agent/Producer, Commercial Lines Manager
Canyon Lake Insurance Agency, LLC (Allstate EA)
Canyon Lake, TX
06.2018 - Current
- Lead daily agency operations, including policy development, sales strategy execution, and staff management (in-house and remote).
- Spearheaded agency growth, increasing book of business from $1.9M to $5.7M.
- Producer of all commercial lines with both standard and E&S markets, leveraging underwriter negotiations to secure competitive terms.
- Oversaw recruitment, onboarding, performance reviews, sales incentives, and professional development initiatives.
- Maintained up-to-date industry knowledge via continuing education and regulatory compliance training.
Personal Lines Account Executive
BBT Carswell Insurance Services
Bluffton, SC
06.2015 - 06.2018
- Served high-net-worth clients, managing portfolios with premiums of $10K+ annually across multiple personal lines.
- Built lasting client relationships through exceptional service and policy education, resulting in 89% retention, & strong referral growth.
- Ensured policy accuracy and optimal coverage through detailed reviews, & visual client friendly portfolio analysis.
- Coordinated directly with carriers to improve pricing and policy offerings.
Insurance Agent
McKenzie Insurance Services, LLC
Hardeeville, SC
08.2014 - 06.2015
- Supported commercial lines manager in quoting, rating, and servicing accounts.
- Delivered excellent customer service, responding promptly to client inquiries and issues.
- Helped optimize office operations and workflows through process streamlining and marketing support.
- Promoted cross-sell opportunities and maintained high customer retention.
Insurance Agent
AAA Insurance
Findlay, OH
11.2009 - 11.2013
- Sold and serviced both personal and commercial lines, consistently meeting sales targets.
- Managed end-to-end client experiences, from quoting to policy renewal.
- Developed marketing campaigns and materials to drive new business opportunities.
- Strengthened client engagement through communication and follow-up.
President, Insurance Agent
National Indemnity (NPA Associates Subsidiary)
Hauppauge, NY
11.1993 - 11.1995
- Launched and led a subsidiary specializing in hard-to-place surety risks.
- Expanded market reach by opening a new office in Clearwater, FL, and broadening product offerings.
- Directed daily operations and personnel management while driving revenue growth.
- Cultivated strategic relationships with underwriters and clients to support placement success.
President, Insurance Agent
Northeast Surety, Inc. (Louis Levine Subsidiary)
Waterford, CT
11.1990 - 11.1993
- Managed full-cycle operations of a surety-focused agency.
- Developed brokerage partnerships, marketing campaigns, and hosted client-facing educational events.
- Recruited managed, and trained staff to align with agency objectives and standards.
- Designed and implemented growth strategies to increase book size and improve market presence.
Insurance Agent
Louis Levine Insurance Agency
Waterford, CT
11.1988 - 11.1990
- Assisted in placing fidelity and surety bond lines of business.
- Maintained and serviced a book of bond business while educating clients on best practices for financial documentation to enhance bond capacity, frequently meeting with customer’s CPA.
- Contributed to business growth by strengthening carrier and client relationships.
CSR, Bond Underwriter
Great American Insurance Company
East Windsor, CT
11.1984 - 11.1988
- Underwrite a variety of bonds including performance, payment, customs, license, and fidelity.
- Ensured compliance with internal policies and industry regulations during the underwriting process.
- Supported company’s other departments by cross-training in inland marine, assigned risk auto, and other specialty lines.
Education
Associate’s - business
Asnuntuck Community College
Graduate Assistant -
Dale Carnegie Business Program
Specialist - Telecommunications
Army – US Military
Skills
- Property & Casualty License
- Life & Health License
- Surplus Lines Broker License
- AMS360
- MS Office
- Excel
- Sales Genie
- Leadership
- Business Development
- Remote & Hybrid experience
Licenses And Skills
- Property & Casualty
- Life & Health
- Surplus Lines Broker License
- AMS360
- Business Development
- EZ-RATER
- Sales Genie
- Leadership
- MS Office Suite
Timeline
Office Manager, Insurance Agent/Producer, Commercial Lines Manager
Canyon Lake Insurance Agency, LLC (Allstate EA)
06.2018 - Current
Personal Lines Account Executive
BBT Carswell Insurance Services
06.2015 - 06.2018
Insurance Agent
McKenzie Insurance Services, LLC
08.2014 - 06.2015
Insurance Agent
AAA Insurance
11.2009 - 11.2013
President, Insurance Agent
National Indemnity (NPA Associates Subsidiary)
11.1993 - 11.1995
President, Insurance Agent
Northeast Surety, Inc. (Louis Levine Subsidiary)
11.1990 - 11.1993
Insurance Agent
Louis Levine Insurance Agency
11.1988 - 11.1990
CSR, Bond Underwriter
Great American Insurance Company
11.1984 - 11.1988
Graduate Assistant -
Dale Carnegie Business Program
Specialist - Telecommunications
Army – US Military
Associate’s - business
Asnuntuck Community College