Lisa Kelland
Delray Beach,FL
Overview
1
1
Certificate
Work History
Client Success Manager
Ancora Risk Advisors-Florida
Florida
12 2023 - Current
- Answered incoming calls promptly and processed policy updates and changes accurately
- Utilizing Hawksoft and EXLynx Management System
- Executed renewal re-marketing
- Agency Billed Policies
- New Business Policies
- Worked harmoniously with team members
- Experience with several lines of Insurance including Homeowners (HO3, HO6, HO8, DP1, DP3, X-Wind, and Wind Only), Flood (FEMA and Private), Vacant Home, Annual Rental, Umbrella, Comprehensive Personal Liability, Personal Auto, Watercraft, Motorcycle, Golfcart and RV, Excess and Surplus Lines
- Serviced approximately 2,500 accounts and $13,000,000 in premiums
- Carriers worked with include Universal Property & Casualty, Tower Hill, Nationwide, Travelers, Hartford, Citizens, Progressive, Southern Oak, Florida Peninsula, Safeco, Slide, Bristol West, Hagerty, Jeweler’s Mutual, Neptune, Wright, and many others.
- Remarketing existing client policies
Licensed Account Manager
Massey, Clark, Fischer, Inc.-West Palm Beach, FL
West Palm Beach, FL
04 2023 - 12 2023
- New Business Policies
- Worked harmoniously with team members
- Experience with several lines of Insurance including Homeowners (HO3, HO6, HO8, DP1, DP3, X-Wind, and Wind Only), Flood (FEMA and Private), Builder’s Risk, Vacant Home, Short-Term and Annual Rental, Umbrella, Comprehensive Personal Liability, Personal, Classic, and Commercial Auto, Watercraft, Motorcycle, Golfcart and RV, Excess and Surplus Lines, Personal Articles, Jewelry, and animal liability.
- Serviced approximately 3,000 accounts and $13,000,000 in premiums
- Carriers worked with include Universal Property & Casualty, Tower Hill, Nationwide, Travelers, Hartford, Citizens, Progressive, Southern Oak, Florida Peninsula, Safeco, Slide, Bristol West, Hagerty, Jeweler’s Mutual, Neptune, Wright, and many others.
- Remarketing existing client policies
- Serviced Commercial Lines (Professional Liability , Contractor’s GL, Commercial Residential Property, E&O, Builder’s Risk, Vacant Home, Bonds)
- Certificates, Acord Applications, Claims reporting, Agency Billed Renewal Issuance
- Remote Work via TeamViewer and Splashtop
- QuoteRUSH
- Applied TAM including barcode scanning and communications logs
Account Manager
Keystone Insurance Group
Boca Raton, FL
09 2022 - 04 2023
- New Business Policies
- Worked harmoniously with team members
- Experience with several lines of Insurance including Homeowners (HO3, HO6, HO8, DP1, DP3, X-Wind, and Wind Only), Flood (FEMA and Private), Builder’s Risk, Vacant Home, Short-Term and Annual Rental, Umbrella, Comprehensive Personal Liability, Personal, Classic, right so man that was just a few minutes ago and Commercial Auto, Watercraft, Motorcycle, Golfcart and RV, Excess and Surplus Lines, Personal Articles, Jewelry, and animal liability.
- Serviced approximately 2,000 accounts and $10,000,000 in premiums
- Carriers worked with include Universal Property & Casualty, Travelers, Citizens, Progressive, and many others.
- Remarketing existing client policies
- TAM management system
- QuoteRush
Insurance Agent/IT Support
Atlantic Insurance Agency-Delray Beach, FL
Delray Beach, FL
04 2012 - 09 2022
- New Business Sales
- Worked harmoniously with team members
- Experience with several lines of Insurance including Homeowners (HO3, HO6, HO8, DP1, DP3, X-Wind, and Wind Only), Flood (FEMA and Private), Builder’s Risk, Vacant Home, Short-Term and Annual Rental, Umbrella, Comprehensive Personal Liability, Personal, Classic, right so man that was just a few minutes ago and Commercial Auto, Watercraft, Motorcycle, Golfcart and RV, Excess and Surplus Lines, Personal Articles, Jewelry, and animal liability.
- Serviced approximately 1000 accounts and $7,000,000 in premiums
- Carriers worked with include Universal Property & Casualty, Tower Hill, Mercury, Travelers, Bristol West, Citizens, Progressive, Southern Oak, Florida Peninsula, Safeco, Slide, Jeweler’s Mutual, Wright, and many others.
- Remarketing existing client policies
- Policy Changes
- NowCerts, Ezlynx, Sales Force, Applied Rater, and EasyApps Experience
- Acord Form Proficient
- IT Help Desk
- Cloud Support
- Quick Assist Experience
- Installation and Maintenance of Computer Systems
- Setting Up Work Stations
- Configuration of Software
- Replacement of Damaged or Faulty Hardware
- Providing Chat, Phone, and In-person Support
- Order and Setup of New Hardware
- Troubleshooting Microsoft Office Suite and 365
- User Account Setup
- Experience with GoDaddy Domains
- Experience with Wordpress
Education
220 Insurance License - Insurance
University of Central Florida
Orlando, FL10.2017
Skills
- CRM Systems: EZLynx, Hawksoft, TAM, QuoteRush (3 years), Applied Rater (10 years), Salesforce (10 years), EasyApps (5 years), and NowCerts (3 years)
- Commercial Training (1 year)
- Microsoft Programs including: Powerpoint (5 years), Word (10 years), Excel (10 years), and Teams (5 years)
- Insurance Sales
- Teamwork and collaboration
- Team Training
- New account creation
- Desktop Support
- IT Support
- Hardware Installation
- SplashTop (3 years)
- TeamViewer (1 year)
- Computer Networking
- WordPress
- Software Troubleshooting
- Account management
- Policy renewals
- Excellent Communication
- Self-Motivated
- Database Management
Certification
- 220 Insurance Producer License
Accomplishments
220 Insurance License
Languages
English
Native or Bilingual
Timeline
Client Success Manager
Ancora Risk Advisors-Florida
12 2023 - Current
Licensed Account Manager
Massey, Clark, Fischer, Inc.-West Palm Beach, FL
04 2023 - 12 2023
Account Manager
Keystone Insurance Group
09 2022 - 04 2023
Insurance Agent/IT Support
Atlantic Insurance Agency-Delray Beach, FL
04 2012 - 09 2022
220 Insurance License - Insurance
University of Central Florida
Summary
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.