Haley Lucas
Erie,PA
Summary
Knowledgeable insurance representative promoting several years' expertise successfully working for organizations while creating and maintaining positive client and carrier relationships. Motivated and detail-oriented individual with a desire to take on challenges at a new company.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Sr Account Representative
USI Insurance Services Inc.
Pittsburgh, PA
08.2024 - Current
- Process client policies, endorsements, audits, cancelations, and restatements
- Review commercial lines insurance policies for accuracy
- Maintain information in agency management systems
- Request information from insurance carriers
- Process renewal certificates and insurance holder updates
- Assist with preparing documents for client renewals
- Assist with invoicing clients
Commercial Lines Account Manager
Seubert and Associates
Pittsburgh, PA
06.2023 - 03.2024
- Handled new business processes including; rating and quoting, preparing summaries, finalizing marketing and ordering final policies
- Handled renewal processes including; tracking marketing, updating systems, preparing summaries and ordering final policies
- Used independent judgment regarding the client's coverage needs
Commercial Lines Account Manager
Loesel-Schaaf Insurance Agency, Inc.
Erie, PA
08.2021 - 06.2023
- Managed a designated book of business including over 50 insured accounts
- Provided technical support to, and collaborated with, producers to assist clients
- Utilized excellent time management and multi-tasking skills to keep up with the heavy workload demand
- Created proposals and binders for insureds that clearly and easily outlines previous and current insurance coverage
Advertising Sales Assistant
Erie Times-News
Erie, PA
08.2016 - 08.2021
- Contributed to overall daily function and processes between sales representative and client, including meeting managing deadlines
- Responsible for ALL client interaction and communication between the advertising trafficking team and the sales representative
- These responsibilities include ordering advertisements, assuring they are complete by deadline and confirming the client’s approval for the advertisement
- Worked with creative team to produce spec advertisements for clients and update the advertisements as client requests
- Used ATOL software to submit and update creative and copy for ads
Education
Bachelor of Arts - Communication Studies
West Virginia University
05.2016
College Internship -
Red House Communications
Pittsburgh, PA05.2016
Skills
- Attention to detail
- Proofreading/copy editing
- Collaboration/teamwork
- Customer service
- Multi-tasking
- Self-motivation
- Time management
- Accuracy and efficiency
- Problem-solving
- Adaptability
- Interpersonal communication
- Positivity
Certification
- Property and Casualty Insurance License
Obtained in October 2021
Timeline
Sr Account Representative
USI Insurance Services Inc.
08.2024 - Current
Commercial Lines Account Manager
Seubert and Associates
06.2023 - 03.2024
Commercial Lines Account Manager
Loesel-Schaaf Insurance Agency, Inc.
08.2021 - 06.2023
Advertising Sales Assistant
Erie Times-News
08.2016 - 08.2021
Bachelor of Arts - Communication Studies
West Virginia University
College Internship -
Red House Communications
Similar Profiles
JOSEPH WASZJOSEPH WASZ
Vice President, Employee Benefits at USI Insurance ServicesVice President, Employee Benefits at USI Insurance Services
Carrie JowellCarrie Jowell
Senior Account Executive at USI Insurance Services LLCSenior Account Executive at USI Insurance Services LLC
Chris SwensenChris Swensen
Executive Vice President/P and C Practice Leader at USI Insurance Services LLCExecutive Vice President/P and C Practice Leader at USI Insurance Services LLC
Carson MerrittCarson Merritt
To Go Server at O'Charley's Restaurant & BarTo Go Server at O'Charley's Restaurant & Bar
Amber HumennyjAmber Humennyj
Travel Nurse, Emergency Department at Aya HealthcareTravel Nurse, Emergency Department at Aya Healthcare