Martha Thomas
P&C Account Manager
San Antonio,TX
Summary
25 years experience in Personal lines, Commercial lines, Life & Health Insurance, Bank & Financial products to include auto loans, bank accounts and credit cards. Experience with multiple agencies, Carriers and Brokers. Extensive experience with Standard, non-standard and E&S policies. Professional with a proven track record in client relationship building and deal closing, honed across roles at Security Service Insurance, State Farm and other leading firms. Excelled in boosting sales revenue and client satisfaction through CRM proficiency and teamwork. Achieved consistent sales targets, demonstrating exceptional product knowledge and attention to detail.
Dynamic individual with hands-on experience in Commercial/Personal Account Managing and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals. Bilingual/Spanish and Texas Public Notary.
Overview
25
25
years of professional experience
25
25
General Lines P&C license Texas
20
20
General Lines Life & Health Texas
Work History
Commercial Account Manager
Security Service Insurance
08.2024 - Current
- Prepared customer presentations and demonstrations of products to solicit new business.
- Managed client risk exposure and coordinated services for development, retention and rounding of accounts.
- Prepared orders and issued binders, proofs of insurance and endorsements for delivery to clients.
- Maintained required data in agency management system to follow corporate guidelines.
- Analyzed client needs to identify coverage solutions and produced policy and quotes.
- Processed cancellation requests from carriers and provided resolution to maintain financial equity.
- Increased client satisfaction by developing and maintaining strong relationships with key decisionmakers.
- Identified cross-selling opportunities within existing accounts by staying current on additional product offerings available from the company.
- Provided exceptional customer service, addressing concerns promptly and maintaining open lines of communication with clients.
- Maintained detailed records of each account, documenting interactions, transactions, correspondence, agreements, and related information for easy access by team members as needed.
Commercial Sales Manager
Robertson Insurance Group
03.2022 - 02.2024
- Developed strong relationships with key clients, leading to long-term business growth and increased brand loyalty.
- Ensured client retention and increased repeat business by maintaining regular communication with existing customers to assess satisfaction levels and identify additional sales opportunities.
- Achieved sales targets consistently, demonstrating a strong commitment to company goals and objectives.
- Fostered a positive team environment, creating an atmosphere of mutual support and encouragement that contributed to improved overall performance.
Personal Lines Account Manager
Cuellar & Associates
09.2021 - 02.2022
- Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
- Maintained up-to-date knowledge of industry trends and regulations, allowing for informed recommendations to clients regarding their insurance needs.
- Conducted annual reviews of existing policies to update information.
P&C Office Manager
AHIA
10.2019 - 09.2021
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maintained professional, organized, and safe environment for employees and patrons.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
Sr Sales Associate
State Farm
07.2014 - 09.2019
- Met or exceeded sales objectives on consistent basis to drive company growth.
- Trained, coached, and mentored new sales associates for maximum performance.
- Boosted sales revenue by developing and maintaining strong relationships with clients.
- Enhanced client satisfaction by providing prompt and personalized solutions to their concerns.
- Bank/Financial Products, Marketing auto loans, bank accounts, credit cards and other financial banking services and products
- Customer service, and other office duties to include Team leader and trainer.
Education
High School Diploma -
Devine High School
Devine, TX 05-1988
Skills
- Managed commercial book of business (TX, UT, CO)
- Call Center
- Customer Service Rep
- Renewals & Retention
- Issue COI's, ID cards, Policies & Quote Proposals
- Binding Proposals
- Request Binding
- Redacting quote proposals
- Endorsements
- Policy Reinstatement
- Invoicing
- Binding, Servicing and Quoting Producers Business
- ACORD Forms
- Supplemental Forms
- Maintaining Agency Management Systems (AMS360)
- Process non-renewals
- Process payments
- Process cancellations & cancellation requests
- Loss Runs
- SL2's
Accomplishments
- Microsoft software to develop inventory tracking, calendar and spreadsheets.
- CRM : AMS 360, Sales Force, Teams, Hawksoft, Monday, Slack, Skype, Zoom
- Docusign
- Google Docs
Certification
General Lines P&C agent license - Texas
General Lines Life, Health agent license - Texas
Texas Public Notary
Languages
Spanish
Limited Working
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Commercial Account Manager
Security Service Insurance
08.2024 - Current
Commercial Sales Manager
Robertson Insurance Group
03.2022 - 02.2024
Personal Lines Account Manager
Cuellar & Associates
09.2021 - 02.2022
P&C Office Manager
AHIA
10.2019 - 09.2021
Sr Sales Associate
State Farm
07.2014 - 09.2019
General Lines P&C agent license - Texas
General Lines Life, Health agent license - Texas
High School Diploma -
Devine High School
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