Jennifer Loeb
Harrisburg,NC
Summary
With over 20 years of experience in the insurance industry, I have successfully held various positions in underwriting at carriers and MGAs, including pen authority underwriting. Throughout my career, I have consistently led teams in writing profitable and long-term business. Additionally, I possess extensive knowledge of best practices in both agency and carrier settings. Leveraging my industry experience and comprehensive understanding of the insurance landscape, I am well-equipped to contribute to the success of any organization in need of a seasoned insurance professional.
Overview
15
15
years of professional experience
Work History
Account Executive - Inland Marine
Travelers Insurance
10.2022 - Current
- Provide exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
- Established long-lasting relationships with key decision-makers within client organizations, solidifying the company''s reputation as a trusted partner in their respective industries.
- Negotiated contracts successfully, securing favorable terms for both the company and clients.
- Conducted market analysis to identify trends and adjust sales strategies accordingly.
- Led negotiations, securing deals that aligned with both client expectations and company goals.
- Pioneered adoption of consultative selling approach, which became best practice within team.
- Collaborated with cross-functional teams to develop comprehensive sales proposals that addressed all aspects of client requirements.
- Enhanced team performance, sharing best practices and mentoring new account executives.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Attended monthly sales meetings and quarterly sales trainings.
- Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
Commercial Lines Account Manager
James A Scott & Son Insurance
06.2021 - Current
- Provide clients with extraordinary customer service
- Provide assistance to the producer in handling the processing, marketing and coverage strategy for all commercial business
- Review and interpret coverage for new and renewal policies per guidelines, endorsements, audits, etc
- Maintain expiration control log and assure client items are to markets in a timely manner
- Research unique coverage situations and new coverages in the industry.
- Collaborated with underwriters to ensure accurate policy issuance and appropriate coverage levels.
- Maintained up-to-date knowledge of industry regulations, staying ahead of potential impacts on client policies.
- Streamlined policy renewals for timely processing, ensuring continuous coverage for clients.
Property & Casualty Manger
Carolinas Insurance & Investment Group
06.2020 - 06.2021
- Created policies and procedures for commercial and personal lines service staff
- Lead in transition of agency management system and training from AMS360 to Applied Epic
- Managed agency/carrier and agency/client relationships, set sales expectations to fulfill carrier growth relationships.
- Accomplished multiple tasks within established timeframes.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Cross-trained existing employees to maximize team agility and performance.
- Developed and maintained relationships with customers and suppliers through account development.
- Achieved departmental goals by developing and executing strategic plans and performance metrics.
- Streamlined workflows by identifying bottlenecks in existing systems and implementing appropriate solutions.
- Facilitated team brainstorming sessions that led to innovative solutions for long-standing operational challenges.
Commercial Lines Account Manager
Hub International
04.2019 - 02.2020
- Converted acquisition book of business from out of state book transfer.
- Managed $3M premium book of motorsports and race team accounts
- Developed strong carrier and client relationships in high volume, high demand book of business.
- Acquired proficient agency accounting skills on multiple agency bill platforms for clients.
- Conducted thorough risk assessments for potential clients, accurately identifying exposure areas and recommending optimal coverage options accordingly.
- Contributed to the development of marketing initiatives targeting commercial lines prospects, increasing brand awareness and generating new business opportunities.
Commercial Lines Account Manager
USI Insurance Services
06.2015 - 04.2019
- Managed books from logging and coal hauling, large commercial property to large commercial construction ranging from $3M to $5M
- Accompanied sales teams on proposal delivery when needed on complex coverage risks and explaining coverage gaps and specialty risks
- Developed excellent risk transfer and contract wording skills along with the ability to discuss contractual wording with carriers and underwriters.
Commercial Lines Manager
Yeager Insurance & Financial Services
03.2010 - 06.2015
- Developed all agency policies and procedures for personal and commercial lines
- Managed start up agency from infancy to $4M premium agency
- Trained service and sales staff from licensing into intermediate roles.
Education
AAS - Legal Administration
Southwestern Technical College
01.1997
Skills
- Excellent written and verbal communications skills
- Carrier and MGA Underwriting skills that transfer to excellent coverage and policy forms knowledge
- Excellent time management skills and the ability to perform tasks quickly and proficiently under time constraints
- Proficient in Epic, Sagitta, Word, Excel, Office Suite, and web-based quoting software
- Strong Agency Best Practices knowledge
- Works well in team and individual settings
- Independent Agency Experience
Volunteer Experience
CrossFit coach, Volunteer as a CrossFit coach to at my local gym helping new and old members pursue their passions for better health and physical fitness. I help motivate them to push through mental blocks and inspire them to try new things. Additionally I currently serve as a coach for Special Olympics bringing a team to SONC Summer Games each year fostering my passions for empowerment, inclusion and fun.
Timeline
Account Executive - Inland Marine
Travelers Insurance
10.2022 - Current
Commercial Lines Account Manager
James A Scott & Son Insurance
06.2021 - Current
Property & Casualty Manger
Carolinas Insurance & Investment Group
06.2020 - 06.2021
Commercial Lines Account Manager
Hub International
04.2019 - 02.2020
Commercial Lines Account Manager
USI Insurance Services
06.2015 - 04.2019
Commercial Lines Manager
Yeager Insurance & Financial Services
03.2010 - 06.2015
AAS - Legal Administration
Southwestern Technical College