Results-driven Commercial Lines Producer/Account Manager with strengths in assessing customer needs and providing tailored solutions. Solid history of exceeding client expectations. Demonstrates passion for building long-term customer relationships.
Overview
17
17
years of professional experience
Work History
Commercial Lines Producer/Account Manager
Zarahn Insurance Agency
02.2022 - Current
Responsible for retention of accounts in assigned book of business.
Develops new business from existing accounts, referrals and outside leads.
Prepares new and renewal proposals.
Develops and maintains strong relationships with clients and Brokers.
Answers underwriting questions and helps negotiate pricing.
Strong organizational, multi task, motivational, problem solving, detail oriented, verbal, written and self discipline skills.
Appropriately documents all communications with clients, carrier representatives.
Proficient in insurance agency management software (EPIC) and microsoft products.
Personal Lines CSR
Fisher Brown Bottrell Insurance (Trustmark)
05.2017 - 03.2021
Educated clients on insurance policies and procedures.
Analyzed customer needs to provide customized insurance solutions.
Met with customers to provide information about available products and policies.
Conducted annual reviews of existing policies to update information.
Maintained assigned book of business, rounded accounts, maintained excellent.
Input, issue, endorse current policies.
Properly documented all communications in agency management system (EPIC)
Personal Lines CSR
Messick Insurance
04.2014 - 05.2017
Educated clients on insurance policies and procedures.
Analyzed customer needs to provide customized insurance solutions.
Met with customers to provide information about available products and policies.
Conducted annual reviews of existing policies to update information.
Maintained assigned book of business, rounded accounts, maintained excellent.
Input, issue, endorse current policies.
Properly documented all communications in agency management system (EPIC)
Personal Lines CSR
Allstate, Thornton Insurance Agency
08.2013 - 04.2014
Instrumental in all aspects of opening agency including but not limited to interviewing potential job candidates, hiring, office setup, meeting with vendors and contractors, networking with Realtors and Mortgage Brokers.
Established relationships with prospects and customers to promote product understanding and drive sales growth.
Developed and maintained positive relationships with key decision-makers and influencers.
Personal Lines CSR
Prudential, Tim Wise Agency
03.2009 - 07.2013
Processed applications, payments, endorsements and cancellations
Submitted up-to-date activity and production logs to agency management for review
Presented and clearly explained insurance policy options to clients based on their needs and goals
Researched coverage and premium options and supplied clients with the best coverage available.
Handled customer inquiries and suggestions courteously and professionally.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Loan Originator
Hamilton Group Funding
01.2006 - 02.2010
Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
Interviewed applicants to assess loan requirements before suggesting offers.
Maintained strict confidentiality of bank records and client information.
Prepared documents for customers, submitting and overseeing through each step of closing process.
Superior customer service skill based on dealing with clients in a positive, professional manner serving to promote success in my business as well as improving the client's personal financial situation.
Education
Associate of Arts -
Pensacola Junior College
No Degree - Environmental Management
University of West Florida
Pensacola, FL
Skills
Active 2-20 General Lines License
Customer Needs Assessments
Self-motivated
Organized
Thorough knowledge of Property and Casualty products
Licensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCYLicensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCY