Licensed and accomplished Commercial Insurance Professional with over 7 years of experience specializing in commercial and personal auto insurance, policy management, and office operations. Currently managing four agency offices, leading high-performing teams, and delivering tailored coverage solutions to a diverse clientele. Seeking to bring my leadership, client service excellence, and operational expertise to a forward-thinking insurance organization focused on growth and customer satisfaction.
Overview
8
8
years of professional experience
Work History
Commercial Lines Account Manager
Rosado Insurance Agency LLC
08.2017 - Current
Lead daily operations for four office locations, overseeing staff supervision, scheduling, and adherence to state insurance regulations.
Sell and service a broad range of insurance products, including General Liability, Umbrella, Workers' Compensation, Property, Homeowners, Commercial Auto, Personal Auto and Surety Bonds.
Conduct risk assessments and develop customized insurance plans to meet client needs.
Handle all aspects of policy servicing, including renewals, endorsements, claims support, and premium collections.
Foster strong relationships with carriers and ensure accurate policy documentation and reporting.
Train and mentor new agents and administrative staff, ensuring consistent performance and compliance.
Consistently exceed sales targets and maintain high client retention through exceptional customer service and strategic cross-selling.
Support office operations with administrative tasks such as data entry, customer follow-ups, and records management.
Key Achievements:
Boosted office sales by 60% within one year through streamlined processes and effective cross-selling techniques.
Managed book of business for diverse commercial lines, ensuring compliance and client satisfaction.
Developed and maintained strong relationships with clients, brokers, and underwriters to facilitate communication.
Reduced policy processing time by 50% by implementing digital tools and process improvements.
Education
CDA
SWTJC
04-2016
High School Diploma -
Belford High School
Online
01-2010
Skills
Account managementCommercial & Personal Auto Insurance