Sarah Roberts
Seattle,WA
Summary
Dedicated insurance professional with a history of meeting company goals utilizing consistent and organized practices. Collaborative and team-oriented. Builds relationships and maintains excellent rapport with diverse range of clients and business audiences. Quick-learning with excellent multi-tasking skills and a meticulous eye for detail. Commended for technical skill, creative problem-solving, and positive attitude.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Account Executive - Management Liability
Brown & Riding Insurance Services, Inc.
03.2021 - Current
- Managed the For-Profit and Non-Profit Healthcare Management Liability books of business (revenue ~$1M+).
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Effectively negotiated with underwriters to secure excellent terms on behalf of my clients.
- Applied my technical knowledge to create enhancement request lists with various insurance companies.
- Met and exceeded service level goals to achieve standards and expectations (pull customer service feedback scores)
- Organized and lead internal team lunch and learns to help facilitate development and growth for our newer employees.
Associate Broker - Management Liability
Brown & Riding Insurance Services, Inc.
05.2018 - 03.2021
- Analyzed renewal and new business submission materials, discussed client goals and objectives, and determined appropriate marketing strategy for each account.
- Responsible for understanding carrier appetites and changes in the marketplace.
- Completed policy form reviews and professional proposals for clients upon request.
- Communicated effectively with the Brown & Riding broker to keep them apprised of account status.
Production Associate - Management Liability
Brown & Riding Insurance Services, Inc.
06.2016 - 04.2018
- Managed renewal accounts with the guidance and assistance of the assigned Associate Broker and/or Broker.
- Participated in training sessions to enhance skills and policy form knowledge.
- Supported production needs by performing routine tasks using standard procedures on behalf of the team.
- Assisted with on-boarding and training new interns and production assistants.
Production Assistant - Management Liability
Brown & Riding Insurance Services, Inc.
07.2014 - 03.2016
- Collaborated with production team and retail broker to facilitate smooth renewal process for each account.
- Responsible for sending renewal solicitations and policy documentation to retail clients in a timely fashion.
- Assisted Production Associates, Associate Brokers, and Account Executives with processing and file maintenance.
- Reviewed activities for production team to complete tasks on time.
Intern - Non-Profit D&O/Small EPL Team
Brown & Riding Insurance Services, Inc.
07.2013 - 07.2014
- Organized and maintained team files (proper documentation and labeling)
- Prepared renewal excel spreadsheets for the team
- Interacted with customers by phone and email to provide information and follow up for necessary items.
- Utilized online quoting platforms to secure quotes and indications for the Production Associates and Associate Brokers.
Education
MBA - Clean Technology Commercialization
Oregon State University
Corvallis, OR06.2014
Bachelor of Science - Business Management
Oregon State University
Corvallis, OR06.2013
Skills
- Account Management
- Compliance Requirements
- Performance Goals
- Customer Needs Assessments
- Customer Care
- Staff Training
Certification
- Washington State Property & Casualty License - 2014 to Present
- Washington State Surplus Line Broker - Individual Resident License - 2023 to Present
Timeline
Account Executive - Management Liability
Brown & Riding Insurance Services, Inc.
03.2021 - Current
Associate Broker - Management Liability
Brown & Riding Insurance Services, Inc.
05.2018 - 03.2021
Production Associate - Management Liability
Brown & Riding Insurance Services, Inc.
06.2016 - 04.2018
Production Assistant - Management Liability
Brown & Riding Insurance Services, Inc.
07.2014 - 03.2016
Intern - Non-Profit D&O/Small EPL Team
Brown & Riding Insurance Services, Inc.
07.2013 - 07.2014
MBA - Clean Technology Commercialization
Oregon State University
Bachelor of Science - Business Management
Oregon State University
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