Lourdes Ashe
Hamden
Summary
Experienced insurance specialist with nearly three decades in Personal Lines, focusing on marine insurance for high-net-worth individuals. Skilled in policy analysis and client service, with a history of training employees and improving operational processes. Key contributor to significant mergers and acquisitions, including the transition to paperless systems and the oversight of renewal accuracy during major corporate changes. Engaged in professional development and active participation in diversity-focused employee resource groups.
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.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Account Executive
Assured Partners
11.2021 - Current
- Transitioned into role following merger with Fred C. Church Inc.
- Manages portfolio of high-net-worth clients, focused on boat and yacht clients, delivering customized insurance solutions.
- Engages proactively in risk management and renewal processes to ensure client retention.
- Enhances team performance, sharing best practices and mentoring and training junior account executives.
- Cultivates strong relationships with underwriters to negotiate favorable policy terms.
- Active member of Latinx, Black Alliance, and PRIDE Employee Resource Groups to promote workplace diversity.
Account Executive
Fred C. Church Inc.
06.2017 - 10.2021
- Facilitated critical contributions to the transition as part of the merger and acquisition of Duble & O'Hearn Inc
- Managed a book of business focusing on personal lines clients, ensuring excellent service and tailored solutions to meet their needs
- Coordinated renewal processes, negotiated policies with carriers, and maintained relationships with high-net-worth clientele
- Provided proactive risk management advice, helping clients mitigate potential exposures
Customer Service Representative & Project Administrator, Personal Lines
Duble & O'Hearn Inc.
09.2005 - 05.2017
- Delivered comprehensive customer service to personal lines clients, addressing inquiries and servicing accounts professionally.
- Managed special assignments as project administrator to improve department efficiency and client satisfaction.
- Facilitated seamless client communication, ensuring personalized attention to policy and service needs.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Claims Data Maintenance, Commercial Lines
Duble & O'Hearn Inc.
06.2005 - 08.2005
- Managed claims data to ensure accurate entry and efficient processing for Commercial Lines clients.
- Maintained organized records to support claims processes and improve operational efficiency.
- Adapted quickly to fast-paced environments, demonstrating strong problem-solving skills.
- Demonstrated commitment to continual improvement through ongoing learning initiatives.
Boat and Yacht Customer Service Representative
The Pier Group, Marine Division of Duble & O'Hearn Inc.
04.2000 - 05.2005
- - Specialized in providing customer service for boat and yacht clients, ensuring personalized attention to their unique insurance needs
- - Managed coverage inquiries, claim data input, and general account servicing, delivering a high level of customer satisfaction
- - Built expertise in marine insurance products, contributing to the division's success within the agency
Office Clerk
Duble & O'Hearn Inc.
09.1998 - 03.2000
- - Supported operational activities through bank errands and clerical work
- - Assisted with mailroom duties, ensuring timely and accurate handling of correspondence
- - Entered and organized claim-related data, contributing to efficient record management
Education
Accreditation - Accredited Adviser in Insurance
The Institutes
Malvern, PA05-2019
Accreditation - Accredited Customer Service Representative (ACSR)
The Institutes
Malvern, PA05-2017
Associate of Arts - Sociology
Charter Oak State College
New Britain, CT01.2015
Skills
- Technical expertise in personal lines insurance and Boat/Yachts insurance
- Bilingual communication in Spanish
- Multiple carrier portals proficiency
- Agency management systems expertise (EPIC & TAM)
- MS Office Suite proficiency
- Ring Central proficient
- Leadership and team development
- Workflow development and optimization
- Merger support and liaison
- Renewal oversight and management
- Claims loss analysis collaboration
- Paperless transition initiatives
- Account management for high-net-worth clients
- Claims data management efficiency
- Client acquisition strategies
- Catastrophe claims support experience
- Project management skills
- Cross-selling capabilities
- Underwriter relationship management
- Employee resource group participation
- Mentorship commitment in professional development
- Core strengths in problem solving and adaptability
Certification
- - Connecticut State Property and Casualty License (in good standing since 2002)
- - Accredited Customer Service Representative (The Institutes, 2017)
- - Accredited Adviser in Insurance (The Institutes, May 2019)
- - Associate of Insurance Data Analytics (in progress; expected completion within 6-12 months)
Languages
Spanish
Professional Working
Timeline
Account Executive
Assured Partners
11.2021 - Current
Account Executive
Fred C. Church Inc.
06.2017 - 10.2021
Customer Service Representative & Project Administrator, Personal Lines
Duble & O'Hearn Inc.
09.2005 - 05.2017
Claims Data Maintenance, Commercial Lines
Duble & O'Hearn Inc.
06.2005 - 08.2005
Boat and Yacht Customer Service Representative
The Pier Group, Marine Division of Duble & O'Hearn Inc.
04.2000 - 05.2005
Office Clerk
Duble & O'Hearn Inc.
09.1998 - 03.2000
Accreditation - Accredited Adviser in Insurance
The Institutes
Accreditation - Accredited Customer Service Representative (ACSR)
The Institutes
Associate of Arts - Sociology
Charter Oak State College
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