Dotte McKenzie

Insurance Agent

Pinewood,SC

Summary

I am a fast paced and extremely detailed licensed P&C and Life insurance agent. I specialize in Personal Lines. I strive to always go the extra mile for my clients. I am a professional with over 15 years in the insurance industry. Professionally skilled in meeting sales goals and serving clients in a timely manner which contributes to improved retention rates and compliance adherence. Currently I manage a relatively large book.

Overview

years of professional experience

Certification

Work History

Personal Lines Supervisor and agent

AssuredPartners

Sumter

09.2007 - Current

I manage a team of seven Personal Lines Account Managers and Account Coordinators.
I love to cross sell insurance. I know all of the carriers Brown & Brown has to offer.
Train team members on underwriting procedures and policy compliance.
Developed comprehensive training materials to uphold regulatory standards.
Conducted monthly meetings to evaluate retention rates and performance metrics.
Streamlined operational processes to improve overall efficiency and service delivery.
Proficient in EPIC. Familiar with AMS 360 as well.

Education

State P&C And Life License - Insurance

Brewer Insurance

Columbia, SC

10-2007

High School Diploma -

Sumter High School

Sumter, SC

05-2002

Skills

Underwriting procedures
Regulatory compliance
Policy writing
Performance metrics
Operational efficiency
Customer relationship management
Team leadership
Attention to detail
Effective communication
Conflict resolution
Employee coaching
Team management
Strong leadership
Policy administration
Insurance products
Industry regulations
Underwriting principles
Professionalism
Performance evaluation
Reliability

Performance management
Product knowledge
Train employees
Written communication
Employee motivation
Multitasking
Decision-making
Organizational skills
Communication
Territory management
Sales supervision
Excellent communication
Team collaboration
Project management
Multitasking capacity
Teamwork and collaboration
Leadership development
Performance evaluations
Time management
Staff management

Certification

P&C License
Life License

Languages

English

Full Professional

References

References available upon request.

Timeline