ELIZABETH ADAMS
Bartlett,TN
Summary
Experienced insurance agent specializing in Property and Casualty Personal Lines insurance. Recognized for leadership in strategic planning and team management. Certified Insurance Counselor and Certified Personal Risk Manager with a focus on leveraging effective solutions for evolving industry challenges. Committed to enhancing organizational performance through innovative approaches.
Overview
12
12
years of professional experience
1
1
Certificate
Work History
VP of Personal Client Development
Virtus
Leawood, Kansas
10.2022 - Current
- Spearheaded strategic planning initiatives to align operations with corporate goals.
- Developed policies that improved operational efficiency across multiple departments.
- Collaborated with executive teams to drive innovation and execute growth strategies.
- Managed a revenue-generating team handling $1.1 million with five percent organic growth.
- Identified operational challenges and implemented solutions to streamline processes.
- Trained new staff on company policies and procedures to ensure compliance.
- Fostered strong relationships with high-net-worth clients through personalized meetings.
- Assisted customers with inquiries, promoting elevated satisfaction levels.
Director of Personal Client Relationships
Kemmons Wilson Companies
Memphis, TN
02.2021 - 10.2022
- Collaborated with division leaders and consultants to develop strategies for increasing sales.
- Streamlined office operations by creating a material movement process, reducing work backtracking.
- Delivered in-home and group presentations detailing policy guidelines and benefits to clients and families.
Senior Client Executive, Private Client Services
Kemmons Wilson Insurance Group
Memphis, TN
12.2016 - 10.2022
- Managed 500 clients in personal lines for high net worth and mid-market accounts.
- Collaborated with CHUBB, AIG Private Client Group, and PURE to enhance service offerings.
- Maintained compliance with regulations across 50 state licenses.
- Achieved $100,000 in new premium bound within first year with 94% retention rate.
- Trained new employees on client executive processes to ensure high service standards.
- Developed private client review template in collaboration with marketing to elevate client engagement.
- Launched standardized quoting process to optimize sales efficiency.
- Supported team in integrating new agency management system (EPIC) and managed system downloads.
Account Manager /Sales Producer
Bailey Place Insurance
Cortland, NY
02.2014 - 09.2016
- Managed customer service for 800-900 clients, ensuring high satisfaction and retention.
- Ranked in top two for sales among 25 employees in agency.
- Collaborated with colleagues to resolve customer issues effectively in team settings.
- Analyzed and tailored personal insurance policies to meet specific customer needs.
- Maintained knowledge of company updates and state regulations affecting the industry.
- Initiated quarterly newsletter concept to enhance agency communication.
- Educated agency staff on coverage inquiries for improved client support.
- Participated in community events sponsored by company to strengthen local relations.
Education
Insurance Licensing - NYS Insurance Licensing Course
05-1996
Associates of Liberal Arts and Science -Honors Diploma - Business Administration and Management
Dryden, NY
GPA: GPA
Skills
- Strategic planning
- Policy development
- Client management
- Operational efficiency
- Revenue generation
- Sales strategy
Certification
- Property and Casualty Insurance License- TN, AR, AZ, CA, FL, GA, KS, MO, TN, TX, VA.
- Certified Insurance Counselor (CIC) National Alliance for Insurance Education and Research.
- Certified Personal Risk Manager (CPRM) National Alliance for Insurance Education and Research.
Accomplishments
- Travelers S.T.A.R recognition award for 2024. (Superior Travelers Agent Recognition)
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
HybridRemoteSalary Range
$150000/yr - $200000/yrTimeline
VP of Personal Client Development - Virtus
10.2022 - Current
Director of Personal Client Relationships - Kemmons Wilson Companies
02.2021 - 10.2022
Senior Client Executive, Private Client Services - Kemmons Wilson Insurance Group
12.2016 - 10.2022
Account Manager /Sales Producer - Bailey Place Insurance
02.2014 - 09.2016
Corning Community College - Insurance Licensing , NYS Insurance Licensing Course
Tompkins Cortland Community College - Associates of Liberal Arts and Science -Honors Diploma, Business Administration and Management