Sudona Bohan
Kennewick,WA
Summary
Resilient Commercial and Personal lines
Assistant Underwriter/Producer/Account Manager offering 25 years providing superior service to commercial clients, carriers and sales executive. Managed workflow to provide efficient, timely and accurate processing of transactions. Interacted effectively, utilizing good communication skills, cooperating purposefully and providing guidance to achieve business goals of MGA and Broker agency. Grandma of 7 that are a joy in my life.
Overview
10
10
years of professional experience
Work History
Commercial Account Manager
DML Insurance Services Inc
10.2022 - Current
- Remotely analyzed client needs to identify coverage solutions and produced policy and quotes.
- Managed client risk exposure and coordinated services for development, retention and rounding of accounts.
- Remotely met existing customers to review current services and expand sales opportunities.
P &C Producer and Account Manager
Insurance Services Inc
10.2017 - 10.2022
- Health license for Washington and issued policies through WA Health Plan Finder.
- Facilitated client satisfaction and renewed customer relations to drive growth.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
Assistant Underwriter
OnPoint Underwriting
06.2013 - 07.2017
- Started as temp worker and worked hard to be promoted to Assistant Underwriter.
- Supported review, acceptance or denial of new or renewal business after carefully reviewing all information.
- Reviewed applications for insurance coverage and reports from loss control specialists to determine risks.
- Verified data integrity and accuracy.
- Controlled loss by assessing risk, conducting system analysis, and recommending policy solutions.
Education
No Degree - Business Management
University of Phoenix
OnlineHigh School Diploma -
Kennewick High School
Kennewick, WA06.1987
Skills
- Experience in AMS 360, Instar, Newton databases
- Multiple carrier quoting systems
- Revenue Generation
- Cross-Channel Marketing
- Selling Skills
- Excel at writing preferred new business
- Client Relationship-Building
- Operating Procedures and Policies
- Account Servicing
- Client Needs Assessment
- Reviewing Risk Exposure
- Customer Retention
Additional Information
- Licenses & Certifications , P&C Licensed in multiple states WA OR ID WY Health license in WA Issued Oct 2002 - Expires Oct 2024 NAIC # 7099399
Timeline
Commercial Account Manager
DML Insurance Services Inc
10.2022 - Current
P &C Producer and Account Manager
Insurance Services Inc
10.2017 - 10.2022
Assistant Underwriter
OnPoint Underwriting
06.2013 - 07.2017
No Degree - Business Management
University of Phoenix
High School Diploma -
Kennewick High School
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