Summary
Overview
Work History
Education
Skills
Timeline
AdministrativeAssistant
Martha Thomas

Martha Thomas

San Antonio,TX

Summary

I am a General lines P&C and Life & Health.Ive been licensed 24years. I am also a Notary Public. I am bilingual/Spanish. Years of marketing & cultivating long lasting relationships with dealerships and Sales Men all over San Antonio areaI have worked for several companies independent and captive agencies. I have sold products from personal lines, Life. Health, Commercial, General liability and Auto loans.

Strategic Commercial Lines Account Manager skilled in applying in-depth knowledge of commercial insurance products to aid clients in protecting assets. Implements effective sales programs and initiatives to drive revenue and bring value to team.

Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.

Knowledgeable insurance representative promoting several years' expertise successfully working for organizations. Courteous and cordial with a desire to take on challenges at a new company.

Goal-oriented professional effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Offering several-year background generating new business by selling various insurance plans.

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

10
10
years of professional experience

Work History

Personal & Commercial Lines Manager

Robertson Insurance Group
San Antonio, TX
06.2024 - Current
  • Implemented strategies to reduce loss ratios while maintaining profitable growth objectives.
  • Conducted periodic meetings with staff to review performance objectives, goals and progress against them.
  • Created and implemented commercial lines underwriting policies and procedures.
  • Participated in regular training sessions to stay up-to-date on all relevant regulatory requirements.
  • Facilitated communication between various departments regarding commercial lines issues.
  • Analyzed client data to determine risk exposure levels for potential new business opportunities.
  • Developed and maintained relationships with clients, brokers, insurers and other stakeholders.
  • Resolved any customer complaints or disputes quickly and efficiently.
  • Reviewed and approved policy changes, endorsements and cancellations.
  • Coordinated with external vendors to ensure timely delivery of services.
  • Assessed customer needs to recommend appropriate coverage options.
  • Produced reports on key operational metrics such as premium volume, retention rate, claims experience.
  • Maintained accurate records of all transactions related to commercial lines accounts.
  • Performed detailed reviews of contracts prior to submission for approval.
  • Negotiated terms with reinsurers for optimal pricing structures.
  • Contacted underwriters and submitted forms to obtain binder coverage.
  • Developed appropriate quotes based on risk information.

AHIA

P&C office manager
San Antonio, Texas
09.2019 - 10.2021

Sr. Sales Associate

State Farm Agency
, TX
06.2014 - 09.2020
  • Managed daily operations of a team of 15 sales associates.
  • Developed and implemented strategies to increase sales volume.
  • Participated in strategic planning meetings related to company objectives and goals.
  • Provided exceptional customer service by responding promptly to inquiries and resolving issues quickly.
  • Attended industry seminars and workshops to stay up-to-date with changes in the marketplace.
  • Created customized presentations for potential clients based on their needs.
  • Resolved customer complaints in a professional manner.
  • Drafted proposals outlining competitive pricing structures for prospective customers.

Education

High School Diploma -

Devine High School
Devine, TX
05-1988

Skills

  • Bilingual - Spanish
  • Vendor Relationship Management
  • Vendor rapport
  • Underwriting expertise
  • Marketing initiatives
  • CRM proficiency
  • Relationship Management
  • Revenue Generation
  • Brand Awareness
  • Client Relationship Building
  • Territory Management
  • Sales Pipeline Management
  • Policy sales
  • Direct Marketing
  • HIPAA Compliance
  • Multitasking
  • Sales lead pipeline monitoring
  • Policy Management
  • Portfolio retention expertise
  • Sales program initiatives
  • Marketing expertise
  • CRM
  • Epic
  • Sales force- State Fsr
  • Mondaycom
  • Hawksoft
  • Agency block
  • Vertafore -SMS360

Timeline

Personal & Commercial Lines Manager

Robertson Insurance Group
06.2024 - Current

AHIA

P&C office manager
09.2019 - 10.2021

Sr. Sales Associate

State Farm Agency
06.2014 - 09.2020

High School Diploma -

Devine High School
Martha Thomas