Carrie A. Layne
Columbus,OH
Summary
Skilled Business Development leader offering 22 years of experience in leading operations and enhancing revenue. Bringing expertise in client acquisition and contract negotiation, along with excellent interpersonal communication, relationship-building and team leadership abilities. Results-driven and proactive with demonstrated record of accomplishment in meeting and exceeding sales and revenue objectives.
Overview
22
22
years of professional experience
2
2
Certifications
Work History
Account Manager
TDIC Insurance Solutions
10.2021 - Current
- Build and strengthen long-lasting client relationships based on current client needs and uncovering gaps in coverage.
- Recommend insurance products to policyholders, highlighting policy benefits and redirecting objections to retain clients.
- Liaison between account holders and various departments.
- Educate policyholders on policy coverage and updated account information to maintain high standards of client service.
- Assess and contribute to develop effective training manual that is easy to use and learn from.
- Contribute by helping fellow Associate Account Managers and Account Managers to learn more about insurance knowledge from past experiences with other insurance companies.
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor
Travel Agent
Magical Vacation Planner
12.2019 - Current
- Provided exemplary customer service to new and existing clients, which helped build lasting relationships and secure new travel assignments.
- Arranged travel accommodations for groups, couples, executives and special needs clients.
- Provided customers with best deals and well-researched travel options, successfully negotiating rates while improving customer satisfaction ratings.
- Asked open-ended questions to better ascertain client needs and determine best international travel offerings.
- Responded to clients' questions, issues, and complaints and found appropriate solutions when needed.
Insurance Licensing Consultant
Alight Solutions, LLC
12.2020 - 06.2021
- Compiled research data and gave professional presentations highlighting finds and recommended optimizations.
- Acted as a liaison with agency licensing contacts to confirm that all licensing is compliant and up to date while monitoring license expirations and renewals for each agency.
- Reviewed current licensing database for newly acquired insurance agencies and gave recommendations on how to improve and streamline the process
- Ran licensing reports for agency information, identified continuing education, and additional license needs.
- Assisted in obtaining new licensing software for the organization and compiling financial information in regards to software and providing company.
- Assisted in interpreting state requirements, including Continuing Education, through NIPR and NAIC while communicating with the Departments of Insurance as needed.
- Assist with creating new agent contracts for agencies.
Small Business Underwriter 2
Westfield Insurance Company
02.2020 - 10.2020
- Implemented and managed effective underwriting strategies and pricing for profitable growth of book of business.
- Worked closely with Territory Managers to effectively educate agents and develop better working relationships with assigned agencies.
- Reviewed, priced and managed renewal business in accordance with company guidelines
- Referred business beyond authority to appropriate level with analysis and recommendation to approve, decline, renew or non-renew current risk.
- Used Duck Creek, ECM and Guidewire to maintain files and administrative records.
- Developed effective working relationships with Processing, Account Examiners, Claims Adjusters and Auditors to make profitable underwriting decisions for company.
National Portfolio Small Market Underwriter
Nationwide Insurance
01.2016 - 10.2019
- Assessed new/renewal applications for financial liabilities and risk levels for Agents and Sales Managers across all regions
- Identified portfolio risks resulting from client's underlying business practices, underwriting investigations or fraud exposure
- Determined level of acceptable risk by reviewing applications for coverage and loss control reports
- Educated Underwriting team through Lunch and Learn training opportunities and offering hands on training experiences.
- Conducted one on one trainings with fellow Underwriters to educate them in areas of expertise where I was considered a subject matter expert.
- Applied accurate pricing standards to meet business needs/customer requirements
- Averaged 10-15 team Underwriting calls and 10-20 team emails on daily basis above normal assigned work distributed to each Underwriter.
Insurance Agent
AAA Ohio Auto Club
01.2014 - 01.2016
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Analyzed customer needs and provided best options, upselling products and services.
- Engaged and educated clients and provided high level of service by carefully explaining details about insurance documents.
- Maintained high standards of customer service by building relationships with clients.
- Educated travel agents on sales techniques and referral of business to other areas in business locations.
Owner / Insurance Agent
Layne Insurance Agency
10.2012 - 10.2014
- Met with prospective customers and business owners in their homes, businesses and other settings
- Identified client business and operational needs and introduced services to provide solutions
- Educated clients on their policies and how their coverage worked for them.
- Developed and executed marketing programs and general business solutions resulting in increased company exposure, customer traffic, and sales
- Developed and maintained long-term relationships with policyholder's and small business entities
- Participated in networking events to establish and cement community ties, B2B relationships and industry connections
- Reviewed sales and activity reports to measure productivity and meet target goals
Consumer Products Specialist
Sentry Insurance
12.2006 - 09.2012
- Managed portfolio of 250 accounts totaling over $1,00,000 in sales
- Acted as first line Underwriter to determine if the locations would be an acceptable risk for the company
- Collaborated with the internal Underwriting department on new and renewal policies to determine remaining on the risk
- Trained 10+ entry-level and experienced Insurance Agents to learn the computer systems and marketing approaches.
- Created new revenue streams by cultivating successful partnerships with CME Federal Credit Union, Ohio Catholic Federal Credit Union and Ohio School for the Deaf, worth more than $750,000 revenue in five years
- Met with prospective customers and business owners in their homes, businesses and other settings
Education
Insurance Licensing Coursework -
Hondros College
Westerville, OHBachelor of Science - Advertising, Marketing And Business Management
Kent State University
Kent, OHSkills
- Ability to work remotely
- Attention to Detail
- Effective Communication Skills
- Teamwork/Collaboration
- Opportunity identification
- Project organization
- Strong Planning and Organizational Skills
- Business Growth and Retention
- Application Analysis
- Risk Selection
- Computer skills
- Microsoft Office
- Multitasking abilities
- Account Management
- Business Planning
- Event Planning
Certification
Ohio Department of Insurance Licenses for Property and Casualty, Life, Health, Annuities and Variables
Timeline
Account Manager
TDIC Insurance Solutions
10.2021 - Current
Insurance Licensing Consultant
Alight Solutions, LLC
12.2020 - 06.2021
Small Business Underwriter 2
Westfield Insurance Company
02.2020 - 10.2020
Travel Agent
Magical Vacation Planner
12.2019 - Current
National Portfolio Small Market Underwriter
Nationwide Insurance
01.2016 - 10.2019
Insurance Agent
AAA Ohio Auto Club
01.2014 - 01.2016
Owner / Insurance Agent
Layne Insurance Agency
10.2012 - 10.2014
Consumer Products Specialist
Sentry Insurance
12.2006 - 09.2012
Insurance Licensing Coursework -
Hondros College
Bachelor of Science - Advertising, Marketing And Business Management
Kent State University
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