Shea McGuire
Lawrence
Summary
Commercial insurance professional with 3+ years of experience in wholesale account management servicing within workers compensation, inland/ ocean marine lines. Experienced in managing full renewal lifecycles, supporting new business production, and building agency and carrier relationships in a fast-paced environment. Proven ability to improve retention performance, generate new business, and maintain accurate policy and exposure data across multiple accounts.
Overview
5
5
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work History
Account Associate - Wholesale division VFIB
Philadelphia Insurance Companies
Bala
07.2023 - Current
- Manage day-to-day service needs and renewal timelines for a portfolio of commercial insurance accounts specializing in workers compensation, inland/ ocean marine coverage.
- Improved renewal retention rate from 75% target to 78% through proactive account management and timely renewal execution.
- Coordinate with brokers, underwriters, and internal teams to structure renewal terms and support strong account retention outcomes
- Track renewal pipeline activity across multiple accounts in a fast-paced environment to ensure timely processing and policy continuity
- Review accounts prior to renewal, identify remarketing opportunities, and prepare submissions for alternative markets when appropriate
- Generated $116K in new business from January to present, in addition to core renewal responsibilities.
- Pre-qualify new business submissions by evaluating exposure, payroll, loss history coverage needs, and market appetite.
- Maintain accurate policy and account data for new and renewal commercial accounts within internal systems, ensuring data integrity across the policy lifecycle
- Process endorsements, policy changes, final premium audits, certificates of insurance, and client documentation requests in a timely manner
- Review final premium audits and collaborate with retail agents to ensure carriers receive complete and accurate exposure and payroll information
Marketing Intern
Philadelphia Insurance Companies
Bala
06.2022 - 05.2023
- Supported marketing and production teams by conducting outbound outreach to prospective commercial insurance agencies and clients to generate new business opportunities.
- Built and maintained lead lists to support pipeline development.
- Gained exposure to commercial insurance sales processes, including lead generation, broker communication, and account development strategy.
Summer Associate
Philadelphia Insurance Companies
Bala
06.2021 - 08.2021
- Supported the Marketing team in driving new business development and renewal retention efforts across commercial insurance products.
- Participated in agent and broker meetings to gain exposure to relationship management, account development, and insurance sales strategy.
- Analyzed account data including Ex-dates and policy information to support marketing and underwriting workflow decisions.
Education
BBA - Business Management
Temple University
Philadelphia, PA 08.2019 - 05.2023
Skills
- Small Commercial Lines Account Management
- Client Service & Broker Relationship Management
- Carrier & Broker Communication
- Risk Pre-Qualification & Exposure Analysis
- Renewal Pipeline management
- New Business Submission Support
- Deadline & Workflow Management
- Coverage Review & Remarketing Support
Certification
- PA Property & Casualty Insurance License
Timeline
Account Associate - Wholesale division VFIB
Philadelphia Insurance Companies
07.2023 - Current
Marketing Intern
Philadelphia Insurance Companies
06.2022 - 05.2023
Summer Associate
Philadelphia Insurance Companies
06.2021 - 08.2021
BBA - Business Management
Temple University
08.2019 - 05.2023