Cristel Ates
Brandon
Summary
Experienced Property & Casualty Account Manager with deep knowledge of personal lines and E&S markets, now seeking to transition into a remote Pre-Licensing Instructor role. Known for simplifying complex insurance concepts, mentoring new staff, and educating clients with clarity and empathy. Strong background in Mississippi coastal risk management, agency operations, and regulatory compliance. Passionate about helping new professionals build a strong foundation in insurance.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Personal Lines Account Manager
Meeks Cockroft Agency / SouthGroup Insurance
07.2024 - Current
- - Build and maintain a personal lines book of business, fostering client relationships and ensuring tailored coverage solutions in a fast-paced startup environment.
- - Educate clients on policy options, coverage nuances, and risk management, simplifying complex insurance concepts to empower informed decision-making.
- - Establish workflows in Applied Epic, supporting consistent and accurate account handling.
- - Collaborate with a seasoned team while mentoring junior staff on agency procedures and carrier systems.
Personal Lines Account Manager
Cadence Insurance
06.2022 - 07.2024
- - Managed a large personal lines book of business, specializing in home, auto, and umbrella policies.
- - Served as a resource for internal staff training, providing support for coverage explanations and systems use.
- - Educated clients on coverage options & risk management while building trusting relationships.
Personal Lines Account Manager
Cadence Insurance (Formerly BXS Insurance)
10.2020 - 06.2022
- - Managed two personal lines books of business, specializing in home, auto, and umbrella policies.
- - Communicated complex insurance concepts in clear, client-friendly language to support informed decision-making.
- - Maintained client relationships through professional expertise and personalized consultation.
Receptionist / Personal Lines Account Manager
BXS Insurance
01.2017 - 01.2020
- - Quoted, bound, and serviced a wide range of personal lines risks, including high-risk coastal properties.
- - Built lasting relationships through education-focused client service and transparent communication.
- - Mentored newer staff and assisted with onboarding by sharing knowledge of markets, guidelines, and systems.
- - Provided training and support during company software implementation, ensuring a smooth transition for team members.
Education
High School Diploma -
The Education Center
Jackson, MS05-1997
Skills
- - Insurance Education & Client Communication
- - Personal Lines & Excess and Surplus (E&S)
- - Underwriting in Admitted & Non Admitted Property Markets
- - Applied Epic Workflow Training
- - Remote Collaboration & Time Management
- - Regulatory Knowledge (Mississippi Market)
- - Onboarding & Mentorship of New Staff
- - Relationship Building & Patience
Certification
Mississippi Property & Casualty Producer License
Timeline
Personal Lines Account Manager
Meeks Cockroft Agency / SouthGroup Insurance
07.2024 - Current
Personal Lines Account Manager
Cadence Insurance
06.2022 - 07.2024
Personal Lines Account Manager
Cadence Insurance (Formerly BXS Insurance)
10.2020 - 06.2022
Receptionist / Personal Lines Account Manager
BXS Insurance
01.2017 - 01.2020
High School Diploma -
The Education Center
Similar Profiles
Tina ReedTina Reed
Licensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCYLicensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCY
Anne Marie HuffAnne Marie Huff
Client Outreach/Appointment Setter/Telemarketer at Acrisure Insurance Agency/Bender Insurance AgencyClient Outreach/Appointment Setter/Telemarketer at Acrisure Insurance Agency/Bender Insurance Agency
Dawn LongoDawn Longo
Commercial Account Executive at Risman Insurance Agency/Hurley Insurance AgencyCommercial Account Executive at Risman Insurance Agency/Hurley Insurance Agency
Kiranjeet KaurKiranjeet Kaur
Deli Associate at WalmartDeli Associate at Walmart
Katherine PattersonKatherine Patterson
Intern at Veterans Affairs HospitalIntern at Veterans Affairs Hospital