Summary
Overview
Work History
Education
Skills
Certification
Publications
Timeline
Generic

Bonnie J. Clark

Spring Branch

Summary

Experienced insurance professional with 35 years in the industry. Versatile background in insurance companies and independent agencies, specializing in surety & fidelity bonds, personal & commercial lines, accounting, marketing, and office management. Seeking remote or hybrid underwriting or management position with an insurance carrier to leverage extensive knowledge and skills.

Overview

41
41
years of professional experience
1
1
Certification

Work History

Office Manager, Insurance Agent/Producer, Commercial Lines Manager

Canyon Lake Insurance Agency, LLC
07.2018 - Current
  • Company Overview: An Allstate EA
  • Oversee daily operations, enforce office policies, develop sales strategies, manage & lead acquisitions, build positive customer relations to drive agency growth.
  • Handle all commercial business.
  • Supervise staff, set goals, performance reviews, hiring, firing, professional development, delegate and motivate staff.
  • An Allstate EA

Personal Lines Account Executive

BB & T Carswell Insurance Services
06.2015 - 06.2018
  • Maintain, remarket, service and round book of personal lines high net worth clientele.

Insurance Agent

McKenzie Insurance Services, LLC
08.2014 - 06.2015
  • Assist Commercial lines manager in rating & servicing of accounts.
  • Assist with personal lines service work.

Insurance Agent

AAA Insurance
11.2009 - 11.2013
  • Sell, rate, & service personal & commercial lines of insurance.
  • Developed new marketing materials & opportunities.
  • Preformed A/P duties.

President, Insurance Agent

National Indemnity
11.1993 - 11.1995
  • President of a wholly owned subsidiary of NPA Associates, LLC, specializing in hard to place surety risks.
  • Managed daily operations and small staff.
  • Opened new office in Clearwater, FL.
  • Upon departure company shut down.
  • Gap of employment to raise family

President, Insurance Agent

Northeast Surety, Inc.
11.1990 - 11.1993
  • President of wholly owned subsidiary of Louis Levine Insurance Agency.
  • Managed daily operations, & staff.
  • Solidified brokerage agreements, created marketing & advertising campaigns, participated in trade shows, & hosted seminars.

Insurance Agent

Louis Levine Insurance Agency
11.1988 - 11.1990
  • Assist president with placement of all fidelity & surety lines of business.
  • Maintain & service entire book of business.

CSR/ Bond U/W

Great American Insurance Company
11.1984 - 11.1988
  • Customer service work for personal lines, assigned risk, & inland marine.
  • Fidelity and surety bond underwriter.

Education

High School Diploma - Business

Enrico Fermi HS
Enfield, CT

Continuing Education - Business & accounting

Asnuntuck Community College
Enfield, CT

Graduate & Teaching Assistant -

Dale Carnegie Business Program
W Hartford, CT

Skills

  • Excel
  • Power Point
  • Word
  • AMS360
  • Business Development
  • EZRATER
  • Sales Genie

Certification

  • Texas - Property & Casualty
  • Life & Health
  • Various non-resident P & C
  • Surplus Lines Broker License

Publications

Surety Markets/Small Contractors, Agent/Broker, 11/01/91

Timeline

Office Manager, Insurance Agent/Producer, Commercial Lines Manager

Canyon Lake Insurance Agency, LLC
07.2018 - Current

Personal Lines Account Executive

BB & T 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
11.1993 - 11.1995

President, Insurance Agent

Northeast Surety, Inc.
11.1990 - 11.1993

Insurance Agent

Louis Levine Insurance Agency
11.1988 - 11.1990

CSR/ Bond U/W

Great American Insurance Company
11.1984 - 11.1988

Continuing Education - Business & accounting

Asnuntuck Community College

Graduate & Teaching Assistant -

Dale Carnegie Business Program

High School Diploma - Business

Enrico Fermi HS

Similar Profiles

CREATE PROFILE
Bonnie J. Clark