Summary
Overview
Work History
Education
Skills
Licenses And Skills
Timeline
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Bonnie Clark

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)
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
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
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
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)
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)
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
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
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

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