Jamison Wagner
Spokane,WA
Summary
Collaborative, team centric, motivational, strategic, forward-thinking, solutions-oriented, professional insurance leader and trusted advisor with proven-success in building influential relationships that drive success. Detail-oriented, organized, analytical and relationship-driven. Passionate volunteer giving back to the community.
Overview
21
21
years of professional experience
Work History
Area Marketing Manager
Oregon Mutual Insurance
04.2022 - Current
- Build and maintain brand awareness with appointed agents and the general public in the operating territory
- Assemble, distill and share market intelligence
- Represent carrier by participating in industry, business and professional organizations
- Meet goals, objectives and deadlines in a timely manner. Set example of punctuality and follow-through
Commercial Lines Underwriter
Oregon Mutual Insurance
01.2020 - 04.2022
- Increased Written Premium within assigned territory by 33% in 12 months and earned a 91% retention rate
- Led agency partnerships through responsive, open communication to identify and solve challenges
- Maintained a profitable, growing portfolio of commercial business through diligent risk review, selection, analysis and pricing
- Trained and educated agents on company risk appetite and product offerings to support continuous growth and profitability.
Office Manager / Producer
Stone Creek Insurance
01.2019 - 01.2020
- Managed agency channel sales
- Recruited, trained and led agents to achieve team sales targets in both Commercial and Personal lines of business while growing individual book of business
- Coached Producers on sales techniques and doubled agency production over 10 months
- Identified opportunities for process improvement within service team to elevate service levels and retention
- Identified new markets to expand agency’s presence in Spokane
Business Development Representative
MAPFRE Insurance
01.2016 - 01.2019
- Engaged and managed relationships with multi-location/cluster independent agencies and agency networks throughout E WA and ID to promote growth and profitability
- Appointed and trained preferred, stable independent agencies to build long-term partnerships
- Led strategic planning with agencies for annual growth
- Exceeded annual sales goals
Agency Program Manager
Travelers Insurance Companies
01.2012 - 01.2016
- Owned Payroll Services program relationship as the single point of contact for both internal and external partners to ensure success with over $268 million in premium
- Sold Select Service Center program to agency partners exceeding corporate growth goal with over $7 million in new Service Center business in 1 year
- Maximized Select Service Center utilization and retention by managing agency account portfolios through transparent communication and planning
Business Center Underwriter
Travelers Insurance Companies
01.2010 - 01.2012
- Facilitated strategic problem resolution through multiple departments and Underwriting centers (Audit, Billing and Claims)
- Evaluated complex commercial (new, renewal and endorsement) business to accept, modify, decline and price accounts to support company quality standards
Commercial Account Executive
Fidelity Associates
03.2003 - 01.2010
- Developed relationships with Marketing Representatives & Underwriters
- Responsible for developing marketing plans and materials to target specific commercial insurance classes and customers
- Built and maintained a diverse book of commercial and personal insurance clients to meet agency determined sales goals - Commercial small to large accounts/ Farm / multi policy Personal Lines accounts
- Evaluated customers’ insurance needs, built trusted relationships and developed comprehensive insurance plans to cover those needs while providing complete, professional services to the client
Education
Bachelor of Arts - Finance, Management And Management Information Sys
Eastern Washington University
Skills
- CRM Management
- Brand-building strategies
- Competitor Analysis
- Calendar Management
- Market Analysis
- Sales experience
- Relationship Building
- Strategic Planning
- Marketing and Advertising
Skills & Interests
- Teach continuing education classes
- Working toward CIC designation
- USA Hockey official, coach and player
- Former youth sports athletic director
- Regular INBC donor
- Friendly Sons of St Patrick volunteer
References
References available upon request
Timeline
Area Marketing Manager
Oregon Mutual Insurance
04.2022 - Current
Commercial Lines Underwriter
Oregon Mutual Insurance
01.2020 - 04.2022
Office Manager / Producer
Stone Creek Insurance
01.2019 - 01.2020
Business Development Representative
MAPFRE Insurance
01.2016 - 01.2019
Agency Program Manager
Travelers Insurance Companies
01.2012 - 01.2016
Business Center Underwriter
Travelers Insurance Companies
01.2010 - 01.2012
Commercial Account Executive
Fidelity Associates
03.2003 - 01.2010
Bachelor of Arts - Finance, Management And Management Information Sys
Eastern Washington University
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