Summary
Overview
Work History
Education
Skills
Career Skills
Career Overview
Timeline
Generic

Stacey Boehm

Sacramento,CA

Summary

Detailed Senior Account Manager offering experience in delivering client-focused solutions and successfully managing multiple projects. Excellent critical thinking, problem-solving and communication skills.

Overview

46
46
years of professional experience

Work History

Senior Account Manager

SYPOLT INSURANCE SERVICES
10.2001 - Current
  • Participated in the growth and development of a new agency - Sypolt Insurance
  • Included development and implementation of all forms, procedures and policies
  • Company Liaison / Office Manager
  • Trained employees on the Applied System
  • Hired and terminated employees as required
  • Managed a $2.1 book of business including but not limited to farm package, commercial auto, umbrella/excess, DIC, D&O, Workers Compensation
  • Equine Specialist.

Sr. Ag Underwriter

CIGNA PROPERTY & CASUALTY / RAIN AND HAIL / AETNA CRAVENS DARGAN
03.1978 - 10.2001
  • Managed a $9.2M book of business and agency plant in seven states including my underwriting team successfully during an office closure while transitioning to Rain and Hail in Iowa
  • Setup and lead agency orientation meetings, installed and implemented CIGNA rating systems in agencies
  • Closed and Opened agencies based on company standards
  • Participated in budget development for underwriting team
  • Traveled with Marketing and Claims team for product presentation
  • Work Distribution Co-coordinator
  • Underwriting Services Unit Supervisor
  • Claims Flow Supervisor.

Education

Skills

  • Business Development
  • Schedule Management
  • Excellent negotiation skills
  • Partnership Development
  • Customer Relations
  • Operations
  • Staff Management
  • Revenue Generation
  • Database Management
  • Systems and software expertise
  • Client Relationship Management
  • Teamwork and Collaboration
  • Networking skills
  • Documentation And Reporting
  • Customer Needs Assessment
  • Employee Mentoring

Career Skills

  • Senior Account Manager
  • Competitive Knowledge
  • Office Manager
  • Negotiation Skills
  • Senior Farm / Ag Underwriter
  • Automation systems usage and agent installs
  • Training / Leadership Skills
  • Agency Operations
  • Professional Development
  • Claims
  • Technical Knowledge / Data Analysis Skills

Career Overview

  • 10/01/2001, Present, SYPOLT INSURANCE SERVICES, Company Liaison / Office Manager, Participated in the growth and development of a new agency - Sypolt Insurance. Included development and implementation of all forms, procedures and policies, Trained employees on the Applied System, Hired and terminated employees as required, Managed a $2.1 book of business including but not limited to farm package, commercial auto, umbrella/excess, DIC, D&O, Workers Compensation, Equine Specialist
  • 03/01/1978, 10/01/2001, CIGNA PROPERTY & CASUALTY / RAIN AND HAIL / AETNA CRAVENS DARGAN, Sr. Ag Underwriter, Managed a $9.2M book of business and agency plant in seven states including my underwriting team successfully during an office closure while transitioning to Rain and Hail in Iowa, Setup and lead agency orientation meetings, installed and implemented CIGNA rating systems in agencies, Closed and Opened agencies based on company standards, Participated in budget development for underwriting team, Traveled with Marketing and Claims team for product presentation, Work Distribution Co-coordinator, Underwriting Services Unit Supervisor, Claims Flow Supervisor

Timeline

Senior Account Manager

SYPOLT INSURANCE SERVICES
10.2001 - Current

Sr. Ag Underwriter

CIGNA PROPERTY & CASUALTY / RAIN AND HAIL / AETNA CRAVENS DARGAN
03.1978 - 10.2001

Stacey Boehm