Nicole Shuler
San Antonio,TX
Summary
Highly experienced and licensed Property & Casualty insurance professional with over two decades of expertise in personal lines account management. Proven success in serving High Net Worth clients with customized insurance solutions through top-tier carriers such as Chubb, AIG Private Client, and PURE. Strong communicator and detail-oriented team player with deep knowledge of policy servicing, renewals, client relationships, and training new staff. Skilled at interpreting policy requests, working efficiently in fast-paced environments, and delivering exceptional client experiences.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Personal Lines Account Manager
SWBC
01.2023 - Current
- Manage full-service insurance support for a $4M book of personal lines business, including High Net Worth clients.
- Collaborate with premier carriers like Chubb, AIG, and PURE to tailor policies to client needs.
- Handle client onboarding, quoting, issuing policies, payments, servicing, and renewals.
- Interpret policy change requests, clearly communicating with carriers and clients.
- Consistently identify cross-sell and upsell opportunities during renewals and reviews.
- Train new account managers and temporarily assumed leadership role in the absence of a manager.
- Maintain strict attention to detail and manage multiple priorities efficiently and professionally.
Education
High School Diploma -
Skills
- High Net Worth Client Management
- Policy Servicing & Change Requests
- Carrier Relationships: Chubb, PURE, AIG Private Client
- Cross-Selling & Upselling
- Communication & Client Education
- Delegation & Team Support
- Attention to Detail & Organization
- Insurance Platforms & Technology Adaptability
- Leadership & Staff Training
- Multitasking in Fast-Paced Environments
Certification
- Texas General Lines Agent, Property and Casualty – Active
- Non-Resident Licenses: AZ, CA, CO, CT, HI, LA, NM, NY, OH, OK, SC, UT, WA, WI
Timeline
Personal Lines Account Manager
SWBC
01.2023 - Current
High School Diploma -
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