Stephanie Cooper, MBA, CIC
Quapaw
Summary
Harworking Marketing & Underwriting Manager with a proven track record at AssuredPartners, excelling in sales strategy and client acquisition. Expert in relationship management, I consistently drive growth and retention, enhancing operational efficiency and achieving production goals. Skilled in negotiating competitive premiums, I foster long-term partnerships that deliver exceptional results.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Marketing & Underwriting Manager
AssuredPartners
02.2018 - Current
- Rate new multi-state business submissions to enhance sales staff effectiveness.
- Pre-underwrite and negotiate premiums for commercial clients, ensuring competitive pricing.
- Manage carrier relationships through claims review and client prospecting.
- Track staff performance to achieve production goals consistently.
- Oversee a portfolio of large commercial clients, fostering long-term partnerships.
- Generate monthly sales performance reports for upper management evaluation.
- Meet with customers & producers to negotiate coverage, price, and service delivery.
- Negotiate terms and conditions of coverage with clients to acquire maximum profitability.
- Evaluate applications to determine insurance coverage and appropriate risk classifications.
Commercial Account Executive
Beimdiek Ins
01.2015 - Current
- Executed strategies to market new and renewal business, boosting customer acquisition and revenue.
- Identified cross-selling and up-selling opportunities to enhance product offerings.
- Cultivated strong relationships with internal teams to streamline operational efficiency.
- Maintained successful client relationships to secure repeat business.
Commercial Account Manager
AgencyOne
08.2010 - 12.2014
- Managed a portfolio of commercial accounts to drive growth and retention.
- Marketed new business opportunities alongside renewal efforts to expand client base.
- Trained new hires on operational procedures and customer service standards.
- Reconciled monthly statements and trust accounts to ensure financial accuracy.
- Conducted periodic account reviews to assess customer satisfaction and address concerns.
Commercial Account Manager
Insurance Solutions
02.2009 - 08.2010
- Managed portfolio of commercial and personal accounts to maximize client satisfaction.
- Marketed new business opportunities and ensured successful renewals.
- Reconciled monthly statements and maintained accuracy of trust account.
- Trained new hires on operational procedures and company standards.
Education
MBA - Business Administration
Pittsburg State University
Pittsburg, KS12.2024
Bachelor of Science - Business Admin
Oklahoma State University
Stillwater, OK12.2023
Associate - Business Admin
Miami
Miami, OK05.2020
Skills
- Sales strategy and forecasting
- Qualifying leads
- Relationship management
- Team collaboration
- Conflict resolution
- Client acquisition
- Prioritizing workflows
- Underwriting guidelines
- Sales support
- Portfolio management
- Negotiation skills
- Self motivation
- Problem-solving
Certification
- MARCH 2016 CIC – Certified Insurance Consultant
- MARCH 2015 CWCS – Certified WorkComp Specialists
- MARCH 2011 CISR – Certified Insurance Service Representative
Timeline
Marketing & Underwriting Manager
AssuredPartners
02.2018 - Current
Commercial Account Executive
Beimdiek Ins
01.2015 - Current
Commercial Account Manager
AgencyOne
08.2010 - 12.2014
Commercial Account Manager
Insurance Solutions
02.2009 - 08.2010
Bachelor of Science - Business Admin
Oklahoma State University
Associate - Business Admin
Miami
MBA - Business Administration
Pittsburg State University
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