David M Nolan

Currently selling and servicing all personal lines products, also assisting other agents on our team.

• Coached several new agents to prepare them for the job, prior to them being put on goal.
• Responsible for conducting training classes on MAIP in our western region and receives incoming calls from agents on our team who need assistance.
• Often replies to 'Teams' questions and assist agents with numerous issues.
• Attended the 'Accelerate Rising Leading' training where I learned many skills which will help me in my future.
• Over 99% of my new business policies are submitted without error and have assisted agents with their current underwriting errors.

Achieved or exceeded sales and other goals while selling all personal lines policies.

• Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
• Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
• Expanded client base by actively prospecting for new business opportunities and generating referrals.

• Currently leading a team of Underwriters who have achieved over a 98% accuracy rate
• Review new submissions from agents and request additional documents or information when needed
• Attend regular meetings with client company partners and worked on special projects
• Responsible for the departments adherence to Underwriting existing and recently changed guidelines
• Reviewed new policies with the department and provided developmental feedback to team members

• Received elevated calls from customers and was responsible to resolving the issue.
• Considered reinstatement requests, provided quotes and discussed new business procedures with agents
• Created training materials which are used by agents of our client companies and the internal team
• Delivered presentations to current and potential client companies considering working with our company
• Assisted agents troubleshoot technical issues and helped the IT department resolve system problems
• Aided agents writing and rating commercial fleet and various commercial auto policies
• Created and instructed a public speaking class, which was regularly attended by many of the staff.

• Conducted training for all new hires within our department, and was responsible for their success
• Provided quotes to agents for existing policies and reviewed their new business submissions
• Assisted agents with their questions regarding commission statements and other requests

• Reviewed carrier guidelines with agents and provided tech support to out of state agents

Assisted setting up new agency users and helped train new employees

• Helped customers report first notice of losses and provided updates of open claims

• Wrote Personal & Commercial business received from walk-in customers, internet leads and referrals
• Assisted agents by rating commercial policies, responding to underwriters, and clients
• Created mailing campaigns for the agency, targeting commercial lines and other prospects
• Prepared registry paperwork, ordered loss runs, and completed certificate of insurance requests
• Reviewed all applications completed, and prepared sales presentations for other agents

• Successfully managed a large book of business with in the agency
• Worked with several carriers including: Commerce, Premier, MiddleOak, and Utica National
• Wrote personal lines policies, by contacting prospects from leads and cross-selling current accounts
• Conducted renewal callout campaigns and would recommend higher coverage limits or adding additional policies

• Called potential clients and wrote all personal lines policies where I exceeded my sales goals
• Responsible for remarketing existing customers with different carriers, who were being non-renewed
• Responsible for answering team member's carrier guideline questions and/or contacted our Underwriters on their behalf

• Responsibilities included servicing all Personal lines of business by telephone or in person
• Was recognized by the company for having the most cross sold policies in our office
• Represented several Carriers including Commerce, Andover Companies, Arbella Mutual, Safety Insurance, Travelers, MPIUA, Chubb, and RLI
• Maintained strong relationships with clients and resolved complicated account issues

• Facilitated a complete new hire training program, including pre-licensing, products, and computer systems used
• Conducted several trainings for our staff, including the 2006 MA Auto changes, product changes, and sales/cross-selling techniques
• Trained office of 60 agents to use new sales rating system and supported their use after deployment
• Developed training materials and presentations for several office locations
• Monitored representative's sales and service phone calls and provided them with developmental feedback
• Assisted office hiring efforts by running job fairs, and conducting phone interviews of applicants

• Received a high volume of inbound calls and helped customers with coverage, billing, and account discrepancies
• Successfully pursued cross-sell opportunities and helped the agency meet profit objectives
• Made call outs to perspective customers after company visitation days and would issue quote proposals
• Headed the MA Auto Policy review project, which generated nearly $500,000 in additional premium