Leah Thomas
Austin
Summary
Strategic Account Executive with proven success increasing sales and revenue through developing loyal account relationships. Articulate communicator with exceptional negotiation skills. Known for understanding customer needs and delivering effective solutions.
Dedicated to promoting dynamic customer service, issue resolution, and relationship building skills. Effective at maximizing repeat business opportunities.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Account Executive/Insurance Broker
Converse Insurance
Austin
09.2024 - Current
- Personal and Commercial lines broker with appointments to over 50 carriers
- Sales in home, auto, pet, flood, boat, RV, commercial auto, general liability, BOP's
- Texas insurance licenses: (1) General Line Agent, Life, Health, Accident and HMO; (2) Property and Casualty
- Salesforce, Google Analytics growth measuring, Facebook marketing networking
Sales Representative/Insurance Broker
Comparion Insurance Agency, a Liberty Mutual Company
Austin
09.2022 - 09.2024
- Broker with appointments to over twenty carriers
- Sales in home, auto, pet, flood, boat, RV
- Texas insurance licenses: (1) General Line Agent, Life, Health, Accident and HMO; (2) Property and Casualty
- Salesforce, Google Analytics growth measuring, Facebook marketing networking
Owner
Pawsome Dog Treats Delivery, LLC
Austin
01.2017 - 01.2023
English Tutor
Amazing Talker
Austin
01.2021 - 01.2022
- Highly engaged with foreign students via Zoom classes teaching them all aspects of English, including but not limited to grammar, pronunciation, English slang, etc.
Contract Underwriting Assistant
SureTec Insurance Company
Houston
03.2014 - 11.2016
- Completed AFSB 151 Certificate in Principles of Suretyship
- Consulted with primary clients regarding their accounts
- Constant communication with the operations team and underwriters in both commercial and contract bonds department
- Issuing and collecting premiums and resolving ongoing issues
- Team lead of the underwriting assistants, continuous training to current and new trainees
- Reviewed, proofread, and sealed underwriting contracts
Client Relations Consultant
Hines Securities (Hines Real Estate)
Houston
08.2012 - 01.2014
- Consulted and resolved all investor and financial advisor questions and requests
- Communicated daily with financial advisors, assistants, broker/dealer home offices, shareholders, and custodians (the firm holding shareholders' qualified money (IRAs,401Ks, Pension Plans))
- Acted as part of the operational support team for the Hines Securities sales teams
- Served as the operations liaison between Hines and Raymond James; assist with any questions regarding investor accounts
- Remained up-to-date with Hines Securities sales team efforts and investment prospectuses
- Created training materials and trained new employees on the daily operational and service procedures
Education
BBA - Marketing
Texas State University
San Marcos, TXSkills
- Marketing
- Sales
- CRM Software
- Business development
- Underwriting
- Digital Marketing
Certification
- TESOL, Present
- AFSB 151 Certificate in Principles of Suretyship, Present
- TEFL, Present
- Property & Casualty License, 10/01/22 to Present
- Licensed Insurance Agent, 07/01/22 to Present
- General Lines Agent - Life, Accident, Health and HMO, Present
Timeline
Account Executive/Insurance Broker
Converse Insurance
09.2024 - Current
Sales Representative/Insurance Broker
Comparion Insurance Agency, a Liberty Mutual Company
09.2022 - 09.2024
English Tutor
Amazing Talker
01.2021 - 01.2022
Owner
Pawsome Dog Treats Delivery, LLC
01.2017 - 01.2023
Contract Underwriting Assistant
SureTec Insurance Company
03.2014 - 11.2016
Client Relations Consultant
Hines Securities (Hines Real Estate)
08.2012 - 01.2014
BBA - Marketing
Texas State University