LAUREN BENNETT
Odessa,TX
Summary
Ambitious insurance professional with 17+ years experience in both the personal lines and commercial lines industry. Extensive account manager experience but has success on the producer/sales side as well.
Overview
11
11
years of professional experience
Work History
Director of Marketing
Insource Insurance / MMA
06.2022 - 12.2023
- Ran monthly sales meetings for all producers, provided itemized reports for each producer to show current premium, projected premiums/expectation.
- Managed scheduling for all in-office and out-of-office underwriter/carrier meetings.
- Handled all commercial new business accounts over $100,00 in premium. Handled 10 producers in this office.
- Oversaw receiving and organizing correspondence, answering, and forwarding calls and creating business letters and records.
- Maintained impeccable office organization to support efficiency, professionalism, and performance objectives.
- Managed a team of colleagues, handled requested time off, procedural questions and training.
Owner/Producer
LNB Insurance Agency
12.2021 - 06.2022
- Performed sales duties by making in person sales calls
- Sent emails and made phone calls related to sales duties when needed
- Presented proposals to prospects and answered all questions regarding quotes presented
- Performed all administrative duties such as setting up AMS 360 for the agency, attending all required training, creating business cards/marketing tools, handling business finances and setting up email accounts
- Performed all accounting duties such as accounts payable, accounts receivable, deposits, receipting and invoicing
- Customer Service/ Account Manager duties such as customer correspondence, data entry for submissions, marketing, processing endorsements, policy checking, issuing ID Cards, Certificates and Evidence of Insurance.
Office Manager
Spark Sales & Service, LLC
04.2020 - 12.2021
- Oversaw receiving and organizing correspondence, answering, and forwarding calls and creating business letters and records
- Maintained impeccable office organization to support efficiency, professionalism, and performance objectives
- Managed office inventory and placed new supply orders
- Handled scheduling and managed timely and effective allocation of resources and calendars
- Reduced financial discrepancies by accurately managing accounting documentation
- Automated office operations for managing client correspondence, payment scheduling, record tracking and data communications
- Wrote professional business correspondence to maintain strong line of communications
- Supervised company transitions, system conversions and office moves
- Handled all human resources duties such as hiring paperwork, termination paperwork, reporting new hires to the State and payroll.
Account Manager
McAnally Wilkins, Inc.
07.2012 - 04.2020
- Personally handled a book with $16,000,000 in premium; right around $1.6 million in agency commission
- Oversaw multiple accounts and worked diligently to meet and exceed performance goals
- No assistants, handled the accounts from beginning to end with the exception of claims
- Communicated daily with clients via email, phone, and in office
- Acted as main point of contact in matters relating to client requests and any service needs
- Developed successful customer relationships and quickly resolved any concerns, issues, and requests
- Handled all new business & renewal marketing for assigned producers
- Worked within AMS 360, ISNetworld, CertCon, ICA and other sites
- Issued certificates, ID Cards, Evidence of Insurance, EMR letters and all other service-related documentation
- Prepared custom proposals for all new business & renewals quoted
- Handled day-to-day policy and endorsement processing, servicing, and invoicing.
Education
High School Diploma -
Permian High School
Odessa, TX05-2004
Skills
- Extensive Knowledge of P&C Insurance
- Outgoing Personality
- Verbal and Written Communication
- Data Entry / Typing Skills
- Time Management
- Teamwork and Collaboration
- Leadership Skills
- Work Planning and Prioritization
- Attention to Detail
- Experience in Multiple Agency Management Systems
- Experience in ISNetworld, CertCon and ICA
- Problem Solving
Timeline
Director of Marketing
Insource Insurance / MMA
06.2022 - 12.2023
Owner/Producer
LNB Insurance Agency
12.2021 - 06.2022
Office Manager
Spark Sales & Service, LLC
04.2020 - 12.2021
Account Manager
McAnally Wilkins, Inc.
07.2012 - 04.2020
High School Diploma -
Permian High School
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