Isabella Nappo Jones

Senior commercial account manager solely responsible for managing a $4.5M book of business. Daily responsibilities included all aspects of client retention and policy servicing with a strong focus on renewals. Role-specific accolades include:

• Proficiency utilizing Applied Epic and other complex CRM softwares such as CSR24, Indio, and Auris to streamline workflow and productivity
• 0% policy attrition since role inception/transfer of responsibilities
• highly collaborative voluntary efforts on problematic colleague accounts

Operated as a licensed commercial lines placement specialist for a startup agency (Tivly Insurance) transitioning from the InsureTech space into true Agency operations. Acted as an independent broker under strenuous metric-based and volume-driven workflow and production metrics. Role specific accolades include:

• Consistently grew Commercial Lines BoB Revenue by 9K - 14.5K per month (110K - 150K new written premium volume)
• Consistently Achieved Top Producer Status (1st or 2nd) out of 17 colleagues
• Close Rate of over 91% on Average (Rolling 12-Month Data)
• Generated 21 NB quotes per day on an 11 PD Quota
• Large Client Volume in Middle Market and E&S Accounts
• Experience with Multi-State (all 50) Insurance Regulations and Requirements

Started as a receptionist for a locally-owned High Volume Independent Family Agency and ascended through various positions, ultimately procuring an insurance license and becoming Commercial Lines Manager for a book size of $9M. Role specific accolades include:

• Recognized as Team Lead/Trainer for a small team of subordinates (6) - provided all pre- and post- licensing training for internal promotions
• Consistently produced an average of 90K in organic new business per quarter
• Solely responsible for fostering relationships between Agency and Carriers; successfully negotiated commission increases, brought on new carrier appointments
• Created loyal Client/Agent relationships with hundreds of accounts through ethics and education; saw consistent referral business due to client satisfaction

• Started with Hardee's in Cornelia as a Biscuit Maker and within 5 months was promoted 4 additional times prior to attaining the position of General Manager. This position entailed a lot of direct personnel management as well as hands-on labor and customer facing interactions.