Laurie Advent
Solon
Summary
Experienced Insurance professional licensed in Property/Casualty and Life/Health. Twenty five years experience in medical professional liability, personal lines, commercial lines, life and health insurance. Focused and dedicated insurance professional motivated to provide superior customer service. Exhibits professionalism and patience in conflict resolution and mediation.
Overview
18
18
years of professional experience
Work History
Account Executive Commercial & Risk Management
Brunswick Companies
08.2018 - 07.2024
- Provided 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.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Created a program for Business Brokers E&O franchisors/franchisees as a result of a referral from a satisfied client.
Sales Engineer
The Premium Group
08.2014 - 07.2018
- Newly created position due to restructuring of agency focus
- My goal as Sales Engineer is to drive new business revenue higher by supporting Account Executives on new business opportunities and marketing new products to current clients
- Provide submissions and proposals along with sales assistance on the following: Medical Liability Insurance; Workers Compensation for states outside Ohio; Business Owners Insurance; Individual and Group Disability Insurance and Life Insurance to the physician community base
- Prepared necessary paperwork to process insurance sales and renewals
- Promoted agency products to customers in person, on the telephone and in writing
- Implemented and monitored new underwriting guidelines for the agency
- Processed applications, payments, corrections, endorsements and cancellations
- Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage
- Submitted up-to-date activity and production logs to agency management for review
- Presented and clearly explained insurance policy options to clients based on their needs and goals
- Researched coverage and premium options and supplied clients with the best coverage available.
Associate Vice President
The Premium Group
03.2006 - 08.2014
- Responsible for renewal book of business and customer retention through superior client service and reviewing each client's individual requirements for coverage with the main focus on Medical Professional Liability
- Negotiated with underwriters on the client's behalf for the best premium available
- Maintained a 90-95% retention rate which is above our industry standard in a soft market by marketing their account to various carriers.
Education
Individual - Resident - Major Lines- - Accident & Health; Life Insurance
Hondros College
Independence, OH09.2010
Individual - Resident - Major Lines - Property & Casualty
Hondros College
Independence OH03.1999
Skills
- Active Property and Casualty Insurance License and Life and Health License with the Ohio Department of Insurance
- Excellent communication skills
- Organized
- Self-motivated
- Prior inside and outside Sales experience
- Prior management experience
- Epic Agency Management
Timeline
Account Executive Commercial & Risk Management
Brunswick Companies
08.2018 - 07.2024
Sales Engineer
The Premium Group
08.2014 - 07.2018
Associate Vice President
The Premium Group
03.2006 - 08.2014
Individual - Resident - Major Lines- - Accident & Health; Life Insurance
Hondros College
Individual - Resident - Major Lines - Property & Casualty
Hondros College
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