Carrie Stein

2006 - 2008 - Small Commercial Lines Support Account Manager

• Answer department calls.
• Handle all service requests.
• Maintained daily mail, issued endorsements and certificates.
• Complete Acord and carrier supplemental applications.

2008 - 2011 - Small Commercial Lines Account Manager

• Managed new and renewal policies, agency and direct bill.
• Marketed Accounts with Admitted and Non-Admitted carriers.
• Invoiced agency bill policies in management system and processed finance agreements.
• Quoted policies with on-line carriers

2011 - To Present - Personal Lines Account Manager

• Manage Personal Lines book of business including, new, renewal, remarketing, processing endorsements and all aspects of customer service.
• Manage High Net Worth Clients.
• All personal lines of business including farm and ranch.
• Present proposals/quotes and explain coverages to customers.
• Maintain client information and document the management system.
• Utilize agency management system to keep track of new opportunities, activities, manage renewals and stay up to date with carrier requests.
• Evaluate prospect's current insurance program and advise prior to quoting any coverage suggestions or areas of coverage gaps.
• Meet with carrier sales representatives.
• Communicate with underwriters with risk evaluation.

• Managed and maintained Personal Lines account files.
• Quoted new and renewal business.
• Managed daily mail