Lawrence Spain
Commercial Lines Producer 2-20
Boca Raton,FL
Summary
Highly accomplished Senior-level Sales and Account Management Professional with demonstrated success in Business-to-Business and Business-to-consumer sales in local, regional, and national markets. Strong record of success creating new business opportunities, new account cultivation, and fostering key customer relationships. Experienced in General Liability, Property, Wind, Flood, D&O, Crime, Umbrellas, and, Commercial Auto, BOP Programs, and Work Comp. 360 AMS Management Software.
FL 2-20
Overview
9
9
years of professional experience
Work History
Commercial P&C Agent
Ascend Risk Advisors
2023.01 - Current
- Managed and serviced portfolio of commercial accounts and assisted producers with new business submissions
- Developed and maintained strong relationships with clients, carriers, and underwriters
- Rapidly responded to client inquiries and concerns
- Conducted policy reviews and made recommendations for coverage enhancements or changes
- Prepared and presented insurance proposals to clients and prospects.
- Assist clients with claims reporting and follow-up
- Collaborated with sales team to identify cross-selling opportunities
- Experienced with 360 AMS Management Software - Knowledgeable in business liability markets and guidelines
Commercial P&C Agent
The John Galt Agency
2021.10 - 2023.01
- Sold and managed multi-line commercial policies for to business owners, building owners, and community associations.
- Specialized in providing insurance coverage for apartment complexes, condominium associations, building owners, and small to medium-sized businesses.
- Support clients in creating correspondence to carriers and clients, including transmission of final audits, policy binders, renewal, and other communications, in addition to providing administrative support when needed.
- Expanded customer base through effective networking, cold calling, and relationship-building strategies.
Commercial Lender
Pro Source Lending Group
2015.01 - 2021.10
- Worked closely with processors and underwriters to expedite approval of loans while maintaining high-quality standards.
- Conducted thorough borrower assessments to determine appropriate loan products based on individual needs and qualifications.
- Provided exceptional customer service throughout entire loan process, resulting in repeat business and positive client reviews.
- Leveraged CRM tools to manage leads, track communications, and optimize follow-up strategies for better conversion rates.
- Negotiated favorable loan terms and conditions, ensuring mutually beneficial agreements between bank and clients.
Education
Bachelor of Arts - Business Communications
Lynn University
Boca Raton, FL 2001.05 -
University of Missouri - Columbia
Columbia, MO 2001.05 -
Skills
Lead Development
Teamwork and Collaboration
Organizational Skills
Written Communication
Attention to Detail
CRM Software AMS360, SalesForce
Cold calling experience
In-depth Industry Knowledge:
Analytical and Problem-Solving Skills:
Excellent Communication Skills:
Sales and Negotiation Skills:
Attention to Detail:
Adaptability and Continuous Learning:
Ethical and Professional Conduct:
Teamwork and Collaboration:
Time Management and Organization:
Customer Focus and Relationship Building:
Marketing Management
Customer needs determination
Problem-solving skills
Meeting Coordination
Business Correspondence
Contract Negotiation
Customer service abilities
Critical Thinking
Clear Communication
Call Management
Affiliations
Orange Bowl Committee Ambassador
Boys and Girls Clubs of Palm Beach County
Palm Beach County Sports Commission
Timeline
Commercial P&C Agent
Ascend Risk Advisors
2023.01 - Current
Commercial P&C Agent
The John Galt Agency
2021.10 - 2023.01
Commercial Lender
Pro Source Lending Group
2015.01 - 2021.10
Bachelor of Arts - Business Communications
Lynn University
2001.05 -
University of Missouri - Columbia
2001.05 -
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