Dawn Hatcher
Leesburg,GA
Summary
With 20+ years of experience, I excel in managing and servicing personal insurance accounts. I specialize in property and casualty lines, offering expert advice on coverage solutions and maintaining high client satisfaction. My extensive background includes building strong client relationships, handling policy renewals, and resolving issues efficiently. Well-versed in industry regulations and market trends. Seasoned Commercial Lines Senior Account Manager with background in managing complex commercial insurance portfolios. Known for demonstrating strong understanding of underwriting, risk management principles, and client servicing. Proven ability to streamline processes, foster teamwork, and drive customer satisfaction through strategic planning and execution. Significant impact on previous work environments by enhancing operational efficiency and improving client retention rates.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Personal Lines/Commercial Lines Senior Account Manager
Farmers Insurance- Corey Desalvo Agency
Douglasville, GA
01.2024 - 09.2024
- Client Management: Develop and maintain strong relationships with clients, addressing their insurance needs and concerns
- Policy Administration: Manage policy renewals, endorsements, and modifications to ensure accurate and up-to-date coverage
- Sales and Upselling: Identify opportunities for additional coverage or products and provide recommendations to clients
- Claims Support: Assist clients with the claims process, ensuring timely resolution and effective communication
- Risk Assessment: Evaluate clients' insurance needs and recommend appropriate coverage options
- Customer Service: Provide exceptional service by addressing inquiries, resolving issues, and ensuring client satisfaction
- Compliance: Ensure adherence to industry regulations and company policies
- Negotiated with underwriters to obtain the best coverage at the most competitive prices for clients.
- Maintained up-to-date knowledge of insurance regulations, laws, policies, coverages, and procedures.
- Assisted in resolving claims disputes between customers and carriers.
- Reviewed renewal applications for accuracy before submitting them to underwriters.
- Analyzed existing policies to identify potential gaps or discrepancies in coverage.
- Ensured all policies met state filing requirements as well as company guidelines.
- Worked closely with producers and brokers on new business opportunities while maintaining current accounts.
- Monitored renewals to verify that they were issued in a timely manner.
- Performed risk analysis reviews for large commercial accounts.
- Coordinated with other departments within the organization such as Underwriting or Claims teams.
- Developed strong relationships with key stakeholders through proactive communication.
- Developed appropriate quotes based on risk information.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Sought out new clients and developed clientele by networking to find new customers.
- Interviewed prospective clients to obtain data about financial resources and needs.
- Contacted underwriters and submitted forms to obtain binder coverage.
Personal-Commercial Lines Account Manager/Personal-Commer Lines Account Manager/Personal- Lines Account Manager/Producer's Assistant
Country Financial
Albany, GA
01.2014 - 01.2023
- Business Management: Oversee daily operations of the agency, including financial management, staffing, and strategic planning
- Client Acquisition and Retention: Develop and implement strategies to attract new clients and retain existing ones, ensuring high levels of satisfaction and loyalty
- Policy Sales and Service: Supervise the sale of insurance policies, provide expert advice on coverage options, and manage policy renewals and amendments
- Staff Leadership: Recruit, train, and manage agency staff, setting performance goals and ensuring team development
- Operational Efficiency: Implement and optimize processes and technologies to improve agency productivity and client service
- Risk Management: Assess client needs and recommend appropriate insurance solutions, ensuring comprehensive risk coverage
- Compliance: Ensure adherence to industry regulations and company policies, maintaining licenses and certifications
- Business Development: Identify growth opportunities, expand market presence, and develop partnerships or networks to enhance the agency's business
- Financial Oversight: Manage budgets, financial reporting, and profitability analysis to ensure the agency's financial health
- Assisted in the preparation of reports, presentations and correspondence.
- Scheduled meetings, appointments and travel arrangements for staff members.
- Provided administrative support to senior management team.
- Answered incoming calls, responded to emails, faxes and other inquiries from customers and vendors.
- Performed accounting or financial analysis.
- Offered reception coverage to relieve staff during absences or breaks.
Education
Business Administration -
Darton State College
01.2002
Skills
- Client Relationship Management
- Insurance Product Knowledge
- Policy Management
- Customer Service
- Analytical Thinking
- Negotiation
- Team Leadership
- Underwriting knowledge
- Sales strategy development
- Strategic planning abilities
- Sales tactics
- Client acquisition
- Account growth
- Sales Pipeline Management
- Relationship Management
- Deal Closing
- Sales negotiations
Awards
- Country Financial- All American Sales Awards
- New Agent Sales Contest, 2015
Certification
- Property & Casualty Insurance License-Georgia
- Life & Health Insurance License-Georgia
Timeline
Personal Lines/Commercial Lines Senior Account Manager
Farmers Insurance- Corey Desalvo Agency
01.2024 - 09.2024
Personal-Commercial Lines Account Manager/Personal-Commer Lines Account Manager/Personal- Lines Account Manager/Producer's Assistant
Country Financial
01.2014 - 01.2023
- Property & Casualty Insurance License-Georgia
- Life & Health Insurance License-Georgia
Business Administration -
Darton State College
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