
With a proven track record at First Service Insurance, now NavSav Insurance I excel in account management and customer service, enhancing client satisfaction and retention through strategic relationship building and effective issue resolution. Skilled in negotiation and client relations, I've successfully fostered long-term partnerships, driving business growth and meeting complex needs with tailored solutions.
See above with NavSav. Tom Lovell, owner of First Service Insurance sold to NavSav to plan on retirement in 2-3 years. He and I continue to work together on his accounts. However he has now decided to retire on 12-03-24.
Account Management for Bob Fields including Customer contact for updated payroll, revenue, drivers, vehicles, equipment, etc. for preparation of renewal submissions to carriers for quotes. Contact with insurance carriers on marketing specific accounts, review of quotes, preparation of proposal and service on accounts.
Marketing, submissions for quotes with information obtained from Client, completion of signed apps and premium payment on new and renewal business, obtaining Binder and subsequent issue of policies and executing Binder, Certificates, Evidences, Vehicle ID Cards and continued service to Clients including but not limited to policy changes, review of new MSA’s, filing claims and follow-up on active items.
Worked independently on Commercial insurance accounts, assistant Bookkeeper, assistant Office Manager, Operations Manager of Redshaw Insurance Systems software package. Duties and Responsibilities: writing & servicing commercial insurance accounts including rating, marketing and issue of policies, premium collection, invoicing, policy changes, claims filings, meeting and working with Clients and companies and accounts receivables. Assisted Bookkeeper with month end closing (balancing A/R, posting commission income and A/P). Assisted Owner with office Management working in a supervisory and administrative capacity in his absence. Installed all Redshaw updates and trained employees in use of system.
He sold to Mr. Insurance on 2-01-90.
Assist Producer in marketing, rating, writing and servicing commercial insurance accounts, included review and account development with application submissions, reporting forms, proposals, issuance of policies, servicing of policies and meeting and working with clients and companies.
Sales and Service of personal lines P&C, life insurance/estate planning and hospitalization. This included working with clients and company personnel, preparation of applications, rating and filing claims as well as ongoing services to clients.
Personal Lines P&C. Rating, quoting, application submission and service on policy changes and filing claim.
Property & Casualty General Lines Agent
License No. 188357, NPN No. 1170715 obtained originally in 1980, completing approved course provided by Metropolitan Insurance Company at their regional office in Tulsa, OK in June/July 1979 license and held to date.
Certificate of Attendance to Certified Insurance Counselor Commercial Property Institute on December 1-4, 1992 at The University of Texas at Dallas, TX.
Certificate of Attendance to Certified Insurance Counselor Commercial Casualty Institute on November 16-19, 1983 at The University of Texas at Austin, TX.
Obtained Accredited Customer Service Designation in 1992 completing Commercial Lines Systematic Agency Training Sections I, II, III & IV September 1991/April 1992 with a score of Excellent on the Customer Service and Account Development examination.