To obtain a position where my experience, education, talents and acquired skills will be fully utilized and used to contribute to the success of a company or business; to make a difference at the end of the day to others and for myself.
Results-driven individual with a solid track record in delivering quality work. Known for excellent communication and teamwork abilities, with a commitment to achieving company goals and delivering exceptional service. Passionate about continuous learning and professional development.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Commercial Lines Underwriter
Capstone Underwriters, LLC
Dallas
04.2024 - Current
Negotiated coverage, policy pricing and service delivery during meetings with customers, agents, or brokers.
Stayed up to date on industry standards and underwriting guidelines.
Evaluated customer needs and provided appropriate solutions based on their individual requirements.
Applied rating to encourage safe, profitable distribution of risks.
Utilized effective pricing structures to accomplish business objectives and meet customer expectations.
Entered and maintained risk information in various information systems.
Solicited and evaluated insurance applications to approve or decline risks based on company guidelines.
Maintained updated knowledge through continuing education and advanced training.
Quote new business P&C, monitor my renewals, endorsements requests and all work that needs to be handled on my accounts
Help agents with questions they may have regarding risks and exposures via email and phone calls
Work in the Jetfile management system, use Teams, Outlook, Word, Excel, Levitate and multiple carriers' systems
Commercial Lines Account Manager
Ramey King Insurance
Denton
02.2024 - 04.2024
Commercial lines account management, specifically real estate accounts
Developed and maintained relationships with clients to ensure customer satisfaction.
Assisted customers in filing claims as needed.
Met with division leaders and consultants to discuss strategies to increase sales.
Prepared proposals for new business, renewals and endorsements.
Researched and resolved billing discrepancies in a timely manner.
Assisted clients with completing claim requests, facilitated prompt response from carriers and followed up with claim status.
Reviewed client policies and identified areas of potential risk or coverage gaps.
Commercial Lines New Business Underwriter/Producer
Texas Security General Agency
Tyler
03.2023 - 02.2024
Quote new business P&C, monitor my renewals, endorsements requests and all work that needs to be handled on my accounts
Help agents with questions they may have regarding risks and exposures via email and phone calls
I have an assistant and a renewal underwriter on my team that help with managing my book of business
Work in the AIM management system, use Power BI, Teams, Outlook, Word, Excel and multiple carriers' systems
Provided guidance on underwriting policies, procedures, and standards to ensure compliance with applicable laws and regulations.
Maintained accurate records regarding all transactions related to underwriting activities.
Developed underwriting strategies for new business opportunities.
Commercial Lines Account Manager
Charles Tomberlain Insurance Agency
Longview
06.2015 - 03.2023
Proficient in AMS 360, Outlook, Word and some Excel
Responsibilities: Quote and sell commercial insurance and bonds, service accts., answer phones, send certificates & provide excellent customer service- worked remotely for the past 4 years
Licensed Insurance Agent/ CSR
Gans & Smith Insurance Agency
Longview
07.2014 - 06.2015
Responsibilities: New business and re-writes in Personal lines
Responsibilities: Quote and sell commercial insurance and bonds, service accts., answer phones, send certificates & provide excellent customer service
Licensed Insurance Agent-ACSR
Capps Insurance Agency
Mt. Pleasant
11.2010 - 12.2012
Responsibilities: Quote and sell personal insurance, service accts., answer phones, run reports & provide excellent customer service
Licensed Insurance Agent/CSR
K & S Insurance Agency
Sulphur Springs
03.2009 - 10.2010
Responsibilities: Quote and sell commercial insurance, service accts., answer phones, send certificates & provide excellent customer service
Education
Basics/Social Work -
Northeast Texas Community College
Northeast, Texas, US
High School Diploma -
Mt. Pleasant High School
Mt. Pleasant, TX
Skills
Microsoft Office
AMS 360
Customer Service
Personal Insurance
Commercial Insurance
Bonds
Insurance Sales
Account Management
Microsoft Outlook
Underwriting
Jetfile
Levitate
Certification
Personal Lines ACSR, Present
Property & Casualty License, Current
Additional Information
I take pride in my customer service and work ethic., I am current on my continuing education and my license is in good standing., I am a former CASA volunteer and a former treasurer on the board for The Boys and Girls Clubs of the Big Pines in the East Texas.
Personal Information
Title: Insurance Professional
Work Permit: Authorized to work in the US for any employer
Timeline
Commercial Lines Underwriter
Capstone Underwriters, LLC
04.2024 - Current
Commercial Lines Account Manager
Ramey King Insurance
02.2024 - 04.2024
Commercial Lines New Business Underwriter/Producer
Senior Account Payable Specialist at Oliver James Staffing @ Accelerant Insurance, Mission Underwriters, LLCSenior Account Payable Specialist at Oliver James Staffing @ Accelerant Insurance, Mission Underwriters, LLC