Sharon Robbins

Managed $1M Commercial Lines book of business, revenue generated primarily from 72 School Districts within San Diego and Imperial Counties

Duties included but not limited to the following:

• Prepared applications, loss runs, and loss run summaries for new business and renewal marketing
• Created marketing submissions and worked with various carriers to obtain quotes
• Reviewed quotes and coverages for competitiveness and accuracy
• Issued Binders & Auto ID Cards
• Invoicing/Billing
• Reviewed and resolved any outstanding balances within 60-90 days of invoicing date
• Initiated renewal process with the client and renewed policies in the Agency Management System (EPIC)
• Policy checking – Reviewed for accuracy, identified and corrected discrepancies
• Requested and reviewed loss information
• Reviewed and processed endorsements and audit requests
• Submitted endorsement requests to carriers promptly
• Prepared proposals for clients
• Bind insurance coverage and prepare binders
• Prepared Acord Certificate of Insurance and Property templates; analyzed certificate requests, including review of contracts for insurance compliance when required, to ensure certificates were issued correctly and coverage gaps were addressed
• Provided Certificate of Insurance/Property training
• Activity follow-up.

Managed $1M Commercial Lines book of business, revenue generated primarily from 72 School Districts within San Diego and Imperial Counties

Duties included but not limited to the following:

• Initiated renewal process for existing clients
• Reviewed contracts for insurance certificates
• Processed endorsements and audit requests
• Submitted online quotes to various carriers
• Reviewed marketing results and prepared summaries
• Reviewed policies for accuracy before sending to the client
• Prepared summaries of Insurance coverage for clients
• Responded to accounting inquiries and corrected discrepancies.

Duties included but not limited to the following:

• Assisted broker in developing new business opportunities and maintaining existing clients
• Initiated renewal process by gathering information from clients and marketing to several prospective companies
• Reviewed and summarized marketing results and prepared proposals in coordination with the broker
• Bound insurance coverage, prepared binders and Certificates of Insurance
• Reviewed policies for accuracy
• Handled all accounting aspects for agency-billed policies.

Territory Manager for the following Counties: San Diego, Orange, San Bernardino, Riverside, and Imperial

Duties included but not limited to the following:

• Established new agent appointments and maintained relationships with existing agencies
• Introduced Cooperative advertising, business management concepts, and general marketing information to agents and brokers
• Facilitated sales training and implemented incentive programs
• Installed proprietary software on various systems, was able to troubleshoot technical problems, and trained agency staff
• Increased product sales by 40% in 6 months.