Seeking a position as Commercial Lines Account Manager or Policy Checking Processor.
I am open to full or part time position.
I would love the opportunity to talk with you about your agency and how I may become an asset to your agency.
Overview
46
46
years of professional experience
Work History
Commercial Lines Account Manager
Brady, Chapman, Holland & Associates
Houston, TX
06.1994 - 02.2025
Collaborated internally and externally with underwriters to ensure accurate policy issuance and appropriate coverage for my clients.
Maintained up-to-date knowledge of industry regulations by attending seminars, education classes and maintaining my designations received.
Coordinated cross-departmental efforts to prepare renewal submissions, marketing monthly renewals including negotiating competitive insurance premiums and coverages with carriers and binding.
Worked with Risk Advisors to customize and create personalized risk strategies to help identify, prevent and mitigate our clients insurance needs.
Collaborated to resolve complex coverages including but not limited to my book of business.
Maintained daily client service needs including by not limited to promptly and efficiently managing endorsements, quotes, experience mods, loss runs, certificates of insurance and contract review.
Maintained policy checking reviews including identifying gaps in coverage and recommending appropriate endorsements.
Worked daily in our agency management system(Sagitta) and documentation system(ImageRight).
Provided training and mentoring to new employees enhancing our culture, team concept and various insurance coverages.
Office Manager and Commercial Lines Manager
Texas National Insurance Agency
Houston, TX
09.1978 - 03.1994
Education
Bachelor of Science - Business Administration
University of Houston
Houston, TX
05-1984
High School Diploma -
Scarborough High School
Houston, TX
05-1978
Skills
Commercial Lines Account Manager with 30 years experience
Commercial Lines Account Manager at Thomas J Woods Insurance, a Division of World InsCommercial Lines Account Manager at Thomas J Woods Insurance, a Division of World Ins