James Harrod III
Findlay,OH
Summary
Licensed personal lines account manager with expertise in account management, risk analysis, and client retention. Proven track record in managing a diverse personal lines book of business and conducting comprehensive coverage reviews. Recognized for delivering exceptional customer service and analytical problem-solving skills that enhance client protection and drive agency growth.
Overview
1
1
Certification
8
8
years of professional experience
Work History
Personal Lines Account Manager
Stapleton Insurance Group
Findlay, Ohio
05.2026 - Current
- Served as the primary contact for policyholders regarding coverage questions, claims support, billing concerns, and policy servicing.
- Identified account rounding and cross-selling opportunities, enhancing client relationships and supporting agency revenue growth.
- Managed assigned book of personal insurance business, delivering exceptional customer service and achieving strong client retention.
- Analyzed underwriting guidelines and evaluated risks, ensuring business alignment with carrier appetite and agency standards.
Account Representative
State Farm Insurance Inc
Bluffton, OH
11.2024 - 05.2026
- Sold and serviced life, health, property, and casualty insurance policies.
- Boosted revenue through effective communication and extensive policy knowledge.
- Resolved complex customer issues through client-centric strategies, ensuring high satisfaction and retention.
Caddie / Outside Operations
Muirfield Village Golf Club
Dublin, OH
04.2018 - 11.2024
- Fostered positive relationships with members, improving their overall experience at the club.
- Educated new caddies on proper etiquette, techniques, and club policies.
- Maintained readiness and organization of golf equipment for members.
- Recognized satisfaction levels throughout rounds of play by monitoring behavior and attitude towards caddie services.
Education
Bachelor of Science - Education
The Ohio State University
Columbus, OH05-2021
Minor in Business Administration -
The Ohio State University
Columbus, OH05-2021
Skills
- Customer Retention
- Risk Assessment
- Coverage Analysis
- Underwriting Support
- Multi-Carrier Marketing
- Claims Support
- Carrier Relations
- Agency Management Systems
Certification
- Ohio Department of Insurance: Resident Major Lines Producer- Property, Casualty, Life & Health
- Indiana Department of Insurance: Non-Resident Major Lines Producer- Property, Casualty, Life & Health
Timeline
Personal Lines Account Manager
Stapleton Insurance Group
05.2026 - Current
Account Representative
State Farm Insurance Inc
11.2024 - 05.2026
Caddie / Outside Operations
Muirfield Village Golf Club
04.2018 - 11.2024
Bachelor of Science - Education
The Ohio State University
Minor in Business Administration -
The Ohio State University