Jamie M Allen
Meridian,ID
Summary
Dedicated and self-motivated insurance professional with over 28 years of experience. Years of managerial experience that focuses on encouragement and support through learning and independent employee growth. With a strong background in optimizing processes and driving team performance. Proven ability to lead collaborative efforts, adapt to changing demands, and deliver impactful results. Expertise in project management, workflow improvement, and team development. Known for reliability, strategic thinking, and fostering productive work environment.
Overview
25
25
years of professional experience
Work History
Commercial Lines Operations Team Lead
Acrisure
Meridian, ID
01.2024 - Current
- Managing 11 Agencies across Idaho, Oregon and Washington
- Led cross-functional teams to drive operational improvements and enhance efficiency.
- Coordinated with department heads for seamless workflow and improved team productivity.
- Improved process efficiency with targeted training programs for team members.
- Developed and maintained operational policies to enhance team performance and compliance.
- Enhanced team collaboration by organizing regular meetings and feedback sessions.
- Fostered a culture of continuous improvement, leading to increased operational excellence.
- Conducted performance evaluations to ensure team members met operational goals.
- Improved operational strategies by analyzing data and implementing best practices.
- Maintained high levels of employee morale through effective communication, recognition, and coaching initiatives.
- Enhanced client satisfaction by resolving issues promptly and maintaining open lines of communication.
- Championed continuous improvement initiatives within the team, promoting a culture of innovation and excellence in operations management.
- Evaluated staff performance and provided coaching to address inefficiencies.
- Managing and servicing my own book of Commercial Accounts, I have built up over the last 25 years.
Branch Manager
Asset Protection Group
Nampa , Idaho
01.2018 - Current
- Developed and maintained agency relationships providing agents with an understanding and knowledge of agency appetite.
- Devised procedure manual to ensure procedures are more streamlined for accuracy. While teaching each employee knowledge of the Applied Tam system.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring and termination processes and coaching employees on company protocol.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
- Process all renewal, endorsements, certificates, new business, change request, audits and invoicing for all large commercial accounts, mostly dealing with construction contractors over a $100,000.
- Supervising and assisting with all personal lines accounts.
- Handling of claim and mediation between the insured and the adjuster
- Developed new marketing strategies through handwritten notes to clients, referral program and welcome kits. Involving our staff into the community through all chamber events.
- Achieved moving our Baker City, OR. office off of paper files into a more computerized and efficient computer program. While growing and successfully teaching staff the knowledge and understanding of the Applied Tam system, while monitoring their activities for accuracy. This insured staff to be able to work more independently and efficiently.
Processor/Workflow Manager
Dahlinger Insurance Company
07.2000 - Current
- Processed all renewals, new business, change request and endorsements for Personal and Commercial Lines.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Effectively supervised staff of 11 personnel by implementing company policies, protocols, work rules and procedures.
- Trained all new employees on the use of Applied Tam.
- Engaged prospects and customers through trade shows, chamber meetings and workshops.
- Increased operational efficiency by developing improved systems for confidential client records and reports.
Education
High School Diploma -
Paradise Valley High School
Phoenix, AZSilver Key Insurance School
Skills
- Managing Operations and Efficiency
- Motivational Leadership
- Training Programs
- Negotiation and Conflict Resolution
- Licensing Requirements
- Delegation and Work Assignment
- Proficient in Epic
- Operations management
- Strategic planning
- Cross-functional collaboration
- Documentation
- Crisis management
- Team leadership
- Performance reviews
- Sales operations
- Negotiation skills
- Operational excellence
- Performance monitoring
- Management
- Employee development
- Customer relationship management
- Project planning
- Production
- Marketing
- Human resources
- Analytical thinking
Timeline
Commercial Lines Operations Team Lead
Acrisure
01.2024 - Current
Branch Manager
Asset Protection Group
01.2018 - Current
Processor/Workflow Manager
Dahlinger Insurance Company
07.2000 - Current
High School Diploma -
Paradise Valley High School
Silver Key Insurance School