Debra Kozak

Woodruff,SC

Summary

With over 33 years of experience in the Insurance industry and a deep understanding of the Access Plus model, my qualifications position me to excel in training and improving processes for a seamless experience. The expertise I bring benefits not only members but also Master Agencies and employees. My commitment is to drive improvements that ultimately result in a better overall experience.

Overview

years of professional experience

Work History

Access Plus Manager and Mentor - Commercial Lines Placement Specialist

Assure Alliance

01.2018 - Current

Commercial Lines Account Manager

Assured Partners

01.2000 - 10.2018

Customer Service

Commerce Insurance

09.1991 - 01.2000

Skills

Mentored members to target market for appointments with Partner Carriers
Have a working knowledge of; Applied, Epic, QQ, CRM, Tarmika, EZLynx, and Nexsure Management systems
Analyzed data to determine the best Carrier fit for a risk by creating a marketing file sharepoint for staff to use
Quoted and serviced Commercial books of business and maintained a renewal book of business to ensure company profitability
Can quote in various Carrier Websites; Hartford, Travelers, Liberty……and prepare accounts to be marketed with Carriers
Maintained a large book of Professional Liability for Lawyers

Managed relationships between Producers, Carrier Reps, and Agents
Managed a staff of 5 made up of Personal & Commercial lines including hands on support
Facilitated Agency management system changes
Implemented strategies to streamline processes
Diffused and managed difficult or emotional customer situations vial verbal communication
Flexibility to maintain and adjust in a fast-paced work environment with exceptional organizational skills

Educationaffiliations

CISR – Certified Insurance Service representative
CPIW – Certified Professional Insurance Women
Property & Casualty licensed in South Carolina, non resident Alabama, Georgia, North Carolina, and Tennessee.

Outside the office

I enjoy hanging out at home with my Husband Mark and two spoiled rotten Cats, Piper and Remi. I am a diehard Philadelphia Eagles fan and really enjoy hearing Rocky Top on Saturday afternoons as the VOLS take on whomever. When I am not watching sports, I enjoy making greeting cards and sending them. Its a lost art!

Timeline