13+ years of experience in the insurance industry with extensive knowledge of commerical insurance, Certificates of Insurance, loss run reports, experience modification rate, loss control, premium audits, Workers' Compensation Insurance Rating Bureau, and claims.
Overview
13
13
years of professional experience
Work History
Affiliate Agent
PIA Select Insurance Solutions, LLC
12.2022 - Current
Successfully marketed and sold commercial and personal lines insurance products tobusinesses and individuals
Lead new business development, identifying and pursuing potential business clientsincreasing commercial lines revenue by 10%
Proven ability to effectively manage client accounts and develop customer relationshipsincreasing customer satisfaction
Proficient in using quote comparison software and other analytical tools to generatecompetitive quotes
Agency Owner
Farmers Insurance
06.2010 - 12.2022
Established and grew a fullservice insurance agency from the ground up to $1.7 Million
Developed and implemented successful sales strategies to increase agency revenue andprofitability by 10% YoY
Managed daytoday operations, including recruiting, staff supervision, customer service,bookkeeping, accounting, and payroll that improved agency efficiency
Trained and mentored new customer service representatives and agency producers toensure understanding of insurance products and services which resulted in a 50% fastertraining period
Attended conferences and industry events to network and stay abreast of industry trends
Education
Bachelor of Arts - Psychology
University of California Santa Cruz
Skills
Customer Service
Policy Renewals
Policy Feature Explanations
Claims Information Gathering
Policyholder Communication
Persuasive Negotiation
Loss Control
Excellent Verbal and Written Communication
Records Maintenance
Strong Analytical and Problem-Solving Skills
Computer Proficiency
Microsoft Office
CRM Software
Insurance Sales Strategy
Team Training and Development
Property and Casualty Insurance Sales
Additional Information
Property & Casualty License, Life & Health License and Series 6 & 63 Licenses