Laura Bixby
Caldwell,ID
Summary
Dedicated professional with a strong work ethic rooted in a small-town upbringing, demonstrating commitment to community and respect. Proven ability to adapt and thrive in remote environments while leveraging transferable skills in customer care, organization, and detail-oriented tasks. Seeking flexible opportunities to contribute effectively to team success and support organizational goals.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Personal Lines Account Manager
Marsh & McLennan Agency
Boise, ID
03.2024 - 10.2024
- Managed efficient handling of new business in diverse personal lines sectors such as home, landlord properties, vehicles, rentals and recreational assets.
- Optimize client retention through strategic premium remarketing.
- Inform clients of industry changes and challenges, and educate them on ways to have a healthy relationship with their insurance policies.
- Ensured client satisfaction through effective assistance with insurance.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
Personal Lines Account Manager
Higgins & Rutledge Insurance
Boise, ID
01.2024 - 03.2024
- Managed efficient handling of new business in diverse personal lines sectors such as home, landlord properties, vehicles, rentals and recreational assets.
- Optimize client retention through strategic premium remarketing.
- Inform clients of industry changes and challenges, and educate them on ways to have a healthy relationship with their insurance policies.
- Ensured client satisfaction through effective assistance with insurance.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
Licensed Property & Casualty Insurance Producer
Comparion Insurance
11.2022 - 01.2024
- Expanded new business lines for homeowners, landlords, automotive, renters, recreation, pet insurance and life coverage.
- Conducted insurance reviews to pinpoint coverage gaps.
- Guided clients on maintaining healthy relationships with insurance policies.
- Help ensure client satisfaction and retention by meeting their insurance needs.
- Participant in local chambers and other social networking groups to engage in the community while also building a positive brand
- Developed great referral partnerships and potential clients.
Licensed Life Insurance Producer
Independent Broker
04.2022 - 11.2022
- Connect with families to review the current financial situation and identify possible needs for protection
- Mortgage protection
- Accelerated Benefit Rider products that protect the biggest asset
- Final Expense
Loan Officer Assistant
Gateway Mortgage
10.2020 - 09.2022
- Provide direct support to Loan Officers on my team
- Review loans for accuracy before submitting to processing
- Communicate with Borrowers on what documentation is needed to support their loan
- Documentation follow up and tracking
- Communicate with all parties involved in the transaction
- Familiar with different regulations for various loan products
- Gather all loan conditions, if necessary, to obtain final loan approval
- Established rapport with all borrowers, title officers, and realtors to ensure beneficial long-term relationships
- Byte Software and Encompass Software
Recruiting Manager
Robert Half International
Boise, ID
01.2020 - 04.2020
- Recruited highly skilled professionals within finance, accounting, and human resources
- Provided staffing solutions for leading employers within the Treasure Valley
- Managed relationships with clients and candidates through Salesforce
- Collaborated with other divisions within Robert Half in efforts to take a holistic approach for the benefit of clients and candidates
- Basic knowledge of accounting and finance cycles
Business Advisor / President
G&A Partners / Pay Pros
Boise, ID
08.2018 - 01.2020
- Recruited to open Pay Pros Idaho, Professional Employment Organization (PEO)
- Took a consultative approach to a business owner’s pain points associated with their employees including payroll process, human resources, benefit administration, and worker’s compensation by sharing solutions our services could provide which ultimately increases production and profitability and mitigates risk and liability
- Established strong referral partnerships through networking groups, gain credibility for myself as a professional and the company I represent
- Managed relationships with clients through Salesforce
Client/Claims Service Representative
United Heritage Life Insurance
Meridian, ID
02.2014 - 08.2018
- Provided support to policy holders, life insurance agents, and other company departments
- Assisted with the maintenance of active policies
- Managed policy loans, surrenders, and conversions
- Contributed knowledge in insurance laws and regulations, office procedures, and policies
Education
Associates degree - Pharmacy Tech
AIHT
Boise, ID01.2003
H.S. Diploma -
Cambridge, ID01.2002
Skills
- Engaging Educational Presentations
- Communication
- Efficient Workflow Management
- Network Marketing
- Social Media Engagement
- Salesforce
- Epic
- Outlook
- Adobe
- DocuSign
- Zoom
- Skype/Teams
- Soft skills (EQ)
- Recruiting
- Customer Service Excellence
- Thorough Detail Management
- Effective Multi-Tasking
- Account management
- Cross-selling
- Policy administration
Affiliations
- Floral design
- Gardener
- Interior Decor
- Poetry writing
- Photography
Accomplishments
- 2019 BNI Member of the Year Award for Idaho
Certification
Life Insurance Producer License in Idaho, Oregon, & Utah
Property & Casualty License in Idaho, Oregon, Utah, & Washington
References
References available upon request.
Timeline
Personal Lines Account Manager
Marsh & McLennan Agency
03.2024 - 10.2024
Personal Lines Account Manager
Higgins & Rutledge Insurance
01.2024 - 03.2024
Licensed Property & Casualty Insurance Producer
Comparion Insurance
11.2022 - 01.2024
Licensed Life Insurance Producer
Independent Broker
04.2022 - 11.2022
Loan Officer Assistant
Gateway Mortgage
10.2020 - 09.2022
Recruiting Manager
Robert Half International
01.2020 - 04.2020
Business Advisor / President
G&A Partners / Pay Pros
08.2018 - 01.2020
Client/Claims Service Representative
United Heritage Life Insurance
02.2014 - 08.2018
Associates degree - Pharmacy Tech
AIHT
H.S. Diploma -
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