Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
22
22
years of professional experience
Work History
Commercial Lines Account Manager
Billy Martin Insurance
11.2018 - 04.2024
Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
Maintained organized records of client transactions, facilitating easy access to account information when needed.
Managed multiple accounts simultaneously, prioritizing tasks effectively to meet deadlines.
Identified opportunities for process improvements, suggesting changes that led to increased efficiency within the department.
Contributed to a positive work environment by actively participating in team meetings and offering support to colleagues when necessary.
Improved response times by creating efficient workflows for handling client inquiries and requests.
Coordinated with other departments to ensure seamless integration of services for commercial customers.
Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
Assessed customer needs and recommended suitable insurance policies.
Human Resources Specialist
Target Distribution Center
08.2015 - 10.2018
Reviewed and screened applicant resumes to identify qualified candidates.
Administered employee leave requests in accordance with FMLA guidelines, maintaining compliance with regulations while providing necessary accommodations for staff members.
Facilitated smooth onboarding processes for new hires, leading to faster integration into the workplace culture.
Ensured compliance with federal, state, and local labor laws through regular audits and policy updates.
Led open enrollment periods for health insurance coverage options, assisting employees in making informed decisions regarding their benefits selections.
Residential House Cleaner
Self Employed Services
01.2010 - 10.2015
Developed strong relationships with clients, earning trust through reliability and attention to detail.
Established a reputation for punctuality, professionalism, and dependability that contributed to high levels of client satisfaction and repeat business.
Commercial Lines Assistant
Texas United MGA
08.2006 - 12.2009
Provided high level of assistance to help with review, classification, coding, and rating of applications using carrier web sites.
Reviewed applications for insurance coverage and reports from loss control specialists to determine risks.
Evaluated insurance applications against established criteria, ensuring adherence to company policies and regulatory requirements.
Evaluated applications to determine insurance coverage and appropriate risk classifications.
Reduced errors in policy documentation by thoroughly reviewing forms before submission to underwriters for approval.
Assisted underwriters with risk analysis for more accurate policy pricing and coverage decisions.
Small Business Account Representative
Threlkeld & Company Insurance
08.2002 - 04.2005
Collaborated with underwriters to ensure accurate policy issuance and appropriate coverage levels.
Provided informed guidance to assist clients in choosing commercial insurance products to suit business needs.
Managed business accounts with premiums under $25,000.
Streamlined policy renewals for timely processing, ensuring continuous coverage for clients.
Prepared orders and issued binders, proofs of insurance and endorsements for delivery to clients.
Reviewed audits of policies for accuracy to facilitate corrections between client and carrier.
Education
MacArthur High School
Lawton, OK
1995
Skills
Teamwork and Collaboration
Problem Resolution
Sales and Upselling
Familiar with various agency management software programs including: AMS360, NASA Eclipse, ABS, PeopleSoft and Workday
Texas General Lines P&C Agent License
#1254226
Timeline
Commercial Lines Account Manager
Billy Martin Insurance
11.2018 - 04.2024
Human Resources Specialist
Target Distribution Center
08.2015 - 10.2018
Residential House Cleaner
Self Employed Services
01.2010 - 10.2015
Commercial Lines Assistant
Texas United MGA
08.2006 - 12.2009
Small Business Account Representative
Threlkeld & Company Insurance
08.2002 - 04.2005
MacArthur High School
Similar Profiles
Leonard LewisLeonard Lewis
Operations Specialist at Martin Insurance AgencyOperations Specialist at Martin Insurance Agency