Eric Taylor

President of a $10 million multiline agency managing five employees. Responsible for insurance sales and personal and commercial risk evaluation.

• Managed financial planning, budgeting, and resource allocation for the agency.
• Conducted performance reviews to evaluate employee effectiveness and development needs.
• Oversaw daily administrative tasks such as payroll processing, accounts payable and receivable management.

• Educated agents on policy changes and insurance products, enhancing their knowledge for improved client interactions.

• Conducted thorough investigations to gather facts and evidence, ensuring accurate claims processing.
• Collaborated with policyholders to clarify claims processes and requirements, enhancing customer understanding.
• Negotiated settlements with claimants based on findings and company policies, facilitating fair resolutions.