Dedicated and motivated insurance professional with over 16 years of experience in property and casualty insurance, seeking a challenging role in a forward-thinking organization that values expertise, customer service, and cross-selling strategies.
Overview
10
10
years of professional experience
Work History
Commercial Lines Account Manager
Renegade Insurance
10.2024 - Current
Manage commercial insurance accounts, ensuring comprehensive coverage for business clients across various industries.
Provide tailored risk management solutions, addressing client needs and maintaining long-term relationships.
Facilitate quoting, binding, and servicing policies, ensuring compliance with underwriting guidelines.
Actively identify and pursue opportunities to cross-sell additional lines of business.
Address client inquiries, policy changes, and claims issues promptly and effectively.
Manage 1,349 accounts annually in FL, GA, SC & TX market with territory size of $2,860,282 in premium.
Develop and maintain client base resulting in 87% portfolio retention.
Producer / Account Manager
State Insurance Agency
01.2020 - 09.2024
Managed and wrote insurance policies across multiple lines, including Homeowners, Dwelling, Renters, Flood, Personal Umbrella, Jewelry, Personal Auto, Commercial Auto, Commercial General Liability, Inland Marine, and BOPs
Delivered accurate insurance quotes and facilitated seamless sales transactions
Provided comprehensive client support, addressing payments, inquiries, and policy-related concerns
Responded promptly to underwriting requests, ensuring timely processing
Cross-sold additional policies to enhance client coverage and build customer loyalty
Remote
Producer
Brightway Insurance
01.2019 - 01.2020
Specialized in generating new business across various insurance products such as Homeowners, Condo, Dwelling, Renters, Flood, Personal Umbrella, Jewelry, Personal Auto, Commercial Auto, Commercial General Liability, Inland Marine, and BOPs
Conducted detailed quoting and sales processes to meet client needs
Maintained high levels of customer service and satisfaction, managing payments and inquiries effectively
Collaborated with underwriting teams to fulfill requests in a timely manner
Developed cross-selling strategies to deepen relationships and expand client portfolios
Producer
Florida Sun Insurance
01.2018 - 01.2019
Secured new business for a broad range of insurance products, including Homeowners, Condo, Dwelling, Renters, Flood, Personal Umbrella, Jewelry, Personal Auto, Commercial Auto, Commercial General Liability, Inland Marine, and BOPs
Provided accurate quotes and facilitated smooth sales transactions
Delivered outstanding client service by managing payments and resolving inquiries
Efficiently handled all underwriting requests to ensure policy accuracy
Engaged in cross-selling strategies to enhance client retention and business growth
Producer / Account Manager
State Insurance Agency
01.2015 - 01.2018
Wrote new policies for diverse insurance products including Homeowners, Condo, Dwelling, Renters, Flood, Personal Umbrella, Jewelry, Personal Auto, Commercial Auto, Commercial General Liability, Inland Marine, and BOPs
Delivered comprehensive quoting and sales processes with a focus on customer satisfaction
Managed underwriting requests and addressed all client needs in a timely manner
Successfully implemented cross-selling techniques to increase customer loyalty and broaden coverage