CADIE CARTER
Thayne
Summary
Professional with strong expertise in personal lines insurance, ready to drive impactful results. Demonstrates high standard of service, effective problem-solving, and strong analytical abilities. Known for fostering team collaboration, adapting to changing needs, and consistently delivering reliable solutions. Skilled in policy management, client relations, and risk assessment, trusted for dependability and results-driven approach.
Overview
12
12
years of professional experience
Work History
Personal Lines Account Manager
PATRA Corporation Inc.
10.2022 - 03.2025
- Managed and coordinated processing of all renewals, evidence of insurance, endorsements, audits, cancellations, auto ID cards, binders, summary of insurance, and edits with team
- Informed, educated, and advised clients about policy coverages, changes, exclusions, and insurance coverage needs
- Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Maintained a paperless workflow
- Exceeded performance metrics consistently by efficiently managing workload and prioritizing tasks based on urgency and complexity levels.
- Retained valuable clients during challenging market conditions by demonstrating expertise in risk management strategies tailored to individual circumstances.
- Developed strong relationships with underwriters, effectively negotiating coverage options and rates on behalf of clients.
- Successfully managed complex client cases involving multiple policy changes, coordinating with various internal departments and external partners to ensure efficient resolution.
Commercial Lines Policy Service Associate
HUB International Mountain States Limited
02.2022 - 04.2022
- Position held in addion to Personal Lines Account Manager I
- Set priorities and manage workflows to ensure efficient, timely and accurate processing of transactions and other responsibilities
- Handled high-volume calls, effectively addressing customer needs while maintaining professionalism.
- Maintained accurate records of customer interactions, ensuring consistency in service delivery.
- Managed client accounts by updating information and processing transactions accurately.
Personal Lines Account Manager I
HUB International Mountain States Limited
03.2017 - 02.2022
- Complied with state requirements to hold and maintained Casualty & Property Resident Producer licensing
- Complied with the general company standards: obligations to carriers, clients, and to others
- Managed and coordinated processing of all renewals, evidence of insurance, endorsements, audits, cancellations, auto ID cards, binders, summary of insurance, and edits with team
- Informed, educated, and advised clients about policy coverages, changes, exclusions, and insurance coverage needs
- Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Developed strong relationships with underwriters, effectively negotiating coverage options and rates on behalf of clients.
- Successfully managed complex client cases involving multiple policy changes, coordinating with various internal departments and external partners to ensure efficient resolution.
Administrator Assistant
HUB International Mountain States Limited
07.2016 - 03.2017
- Handled high volume of phone calls, directing callers to appropriate personnel or providing information as needed.
- Welcomed on-site visitors, determined the nature of business and announced arrival to appropriate personnel
- Provided general information to callers or visitors about the agency such as mailing address, directions, hours, and other information as applicable
- Managed incoming mail and correspondence, distributing items as necessary while maintaining confidentiality of sensitive materials.
- Managed all office administration tasks, including general office and business supply orders, equipment maintenance, maintenance of files and overseeing general office appearance and repair issues
- Supported executive management by preparing reports, conducting research, and assisting with special projects.
Concierge Manager
Spring Creek Ranch
05.2015 - 07.2016
- Interviewing, hiring and training of new concierge staff, spa and pool attendants, massage therapists and cosmetologists
- Organized special events for VIP guests, ensuring memorable experiences that fostered loyalty.
- Writing, editing and publishing hotel on-site news pamphlets for guests to receive upon check-in
- Conducted regular performance reviews for concierge staff members to identify strengths as well as opportunities for growth.
- Kept abreast of industry trends by attending relevant conferences and networking events.
- Assisted sales team in promoting hotel facilities for meetings, conferences, and social events.
- Coordinated guest transportation arrangements, including airport transfers, car rentals, and limousine services.
Lead Concierge
Spring Creek Ranch
05.2013 - 07.2015
- Coordinated guest transportation arrangements, including airport transfers, car rentals, and limousine services.
- Kept current on local events and attractions so as to provide accurate information and recommendations to guests seeking unique experiences.
- Maintained detailed records of guest preferences in order to provide tailored recommendations during future stays, leading to enhanced guest loyalty.
- Enhanced guest satisfaction by promptly addressing inquiries, providing personalized recommendations for dining and entertainment options.
- Increased repeat bookings by maintaining excellent communication with past guests, sharing updates on hotel amenities and special offers.
- Maintained an up-to-date knowledge of hotel policies and procedures to quickly address guest inquiries and provide accurate information.
Education
High School Diploma -
Jackson Hole High School
Jackson, WY 06-2010
Skills
- Understanding of Industry Standards
- Risk Assessment Principles
- Insurance Solutions Expertise
- Financial Literacy
- Service Excellence
- Policy administration
- Teamwork and collaboration
- Multitasking
- Excellent verbal and written communication
- Critical thinking
- HIPAA compliance
- Customer engagement
- Data entry
- Effective Task Prioritization
Timeline
Personal Lines Account Manager
PATRA Corporation Inc.
10.2022 - 03.2025
Commercial Lines Policy Service Associate
HUB International Mountain States Limited
02.2022 - 04.2022
Personal Lines Account Manager I
HUB International Mountain States Limited
03.2017 - 02.2022
Administrator Assistant
HUB International Mountain States Limited
07.2016 - 03.2017
Concierge Manager
Spring Creek Ranch
05.2015 - 07.2016
Lead Concierge
Spring Creek Ranch
05.2013 - 07.2015
High School Diploma -
Jackson Hole High School
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