Managed wholesale insurance submissions for Burns & Wilcox clients.
Reviewed wholesale insurance submissions, ensuring accuracy and compliance for underwriting teams.
Reviewed applications, binders, and policy forms for accuracy.
Prepared quotes, binders, and policy documents for broker accounts.
Provided client service support and followed up on accounts, enhancing communication for senior brokers.
Maintained organized client files, renewal notes, and correspondence in agency systems to streamline access.
Advised producers on appetite, pricing, and underwriting requirements.
Transportation Account Manager
Propel Insurance
Portland
07.2023 - 02.2025
Managed NEMT, taxi, mover, garbage and recycling hauler, and trucking accounts, growing book of business to $4.5m with 129 accounts while supporting insureds and producers.
Managed client accounts for Propel Insurance, supporting policy renewals and coverage changes.
Coordinated certificate of insurance requests for Propel Insurance clients.
Reviewed coverage details with clients and explained policy options clearly.
Transportation Account Manager
Rice Insurance LLC
Bellingham
04.2019 - 07.2023
Managed accounts for movers and trucking, contributing to growth of transportation team. Educated insureds and producers on coverages and insurance needs to enhance understanding.
Managed commercial insurance accounts for Propel Insurance clients.
Coordinated policy renewals with carriers and account teams.
Processed coverage changes, endorsements, and client service requests.
Transportation Account Manager (senior person on team)
Bellingham Underwriters
Bellingham
08.2000 - 04.2019
Collaborated with underwriters and producers on policies for Logging, Sand & Gravel, Dirty Dirt/Fracking Haulers, Long Haul, NEMT, and same day delivery, contributing to over $4.0m in written premium with 4 account managers supporting 9 underwriters.
Managed commercial insurance accounts for independent brokers and agency partners at underwriter.
Coordinated policy renewals, endorsements, and billing changes across assigned client portfolios.
Reviewed submissions for coverage accuracy, eligibility, and underwriting requirements.
Education
Whatcom Community College
Bellingham
Skills
Verbal and Written Communication
Policy Procedures
Customer Service
Relationship Building
Time Management
Decision Making
Problem Solving
Detail-Oriented
Customer Complaint Resolution
Date Confidentiality
Customer Billing & Invoicing
Customer Order Management
Customer Portfolio Management
Document Management
Change Request Management
Wholesale submissions
Broker support
Timeline
Senior Associate Broker
Burns & Wilcox
03.2025 - Current
Transportation Account Manager
Propel Insurance
07.2023 - 02.2025
Transportation Account Manager
Rice Insurance LLC
04.2019 - 07.2023
Transportation Account Manager (senior person on team)