Amy Brooke Thomas
Florence,MS
Summary
Commercial lines account manager with over a decade of experience in relationship management. Expertise in client needs analysis and policy renewals, resulting in enhanced retention and increased sales growth. Proficient in managing a personal book of business, including the initial booking, endorsements, renewal, claim filing, cancellations and invoicing. A focus on Specialty Insurance Coverages such as Management Liability, Professional Liability, Cyber, Excess/Umbrella.
Overview
20
20
years of professional experience
2
2
Certifications
Work History
Commercial Lines Account Manager
Mathison Insurance Partners Inc.
Ridgeland, Mississippi
05.2014 - Current
- Educated agents on industry trends and changes affecting their client's coverage
- Developed and maintained relationships with agents to ensure renewal retention
- Reviewed policy coverage and analyzed client needs for tailored solutions
- Collaborated with underwriters to secure optimal terms for clients
- Processed policy renewals and endorsements efficiently and accurately
- Maintained organized records of policy renewals to ensure timely processing and compliance
- Maintained accurate records in agency management systems diligently
- Ensured accuracy of all policy documentation
- Aimed to increase sales pipeline through marketing emails
- Identified cross selling opportunities through analysis of current client portfolios
- Supported agents with the claims filing process.
- Increased product knowledge and understanding of industry best practices through completion of continuous education
- Created marketing materials such as brochures and flyers that highlighted company offerings
- Contacted underwriters and submitted forms to obtain binder coverage
Residential Fire Underwriter
Mississippi State Rating Bureau
Flowood, Mississippi
07.2006 - 05.2014
- Evaluated insurance applications to determine risk and ensure accurate policy issuance.
- Developed and maintained compliant underwriting policies aligned with state regulations.
- Collaborated with agents to streamline documentation gathering for efficient underwriting processes.
Education
Associate of Arts - General Business
Hinds Community College
Pearl, MS05.2008
Skills
- Commercial portfolio management
- Account management
- Underwriting collaboration
- Claim support
- Market analysis
- Cross selling strategies
- Data accuracy
- Record keeping
- Problem solving
- Time management
- Effective communication
Certification
CISR Designation
Timeline
Commercial Lines Account Manager
Mathison Insurance Partners Inc.
05.2014 - Current
Residential Fire Underwriter
Mississippi State Rating Bureau
07.2006 - 05.2014
Associate of Arts - General Business
Hinds Community College