Thea Campbell
Nolensville,TN
Summary
At ProInsur Inc DBA Campbell Risk Management, I spearheaded initiatives that significantly enhanced client satisfaction and retention, leveraging my expertise in policy customization and exceptional customer service skills. My strategic approach to claims handling and product development resulted in notable market share growth, underpinned by a foundation of strong salesmanship and effective team leadership.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Sr. Insurance Consultant
ProInsur Inc DBA Campbell Risk Management
04.2012 - Current
- Maintained up-to-date knowledge of competitor offerings, enabling effective positioning of our products against theirs in client presentations.
- Collaborated with other departments to develop new insurance products, increasing market share and revenue growth.
- Streamlined the claims process for faster resolution, resulting in higher client retention rates.
- Participated in industry conferences and networking events to stay abreast of emerging opportunities within the marketplace.
- Enhanced customer satisfaction by addressing their insurance needs and providing tailored solutions.
- Streamlined internal communication channels between sales, underwriting, claims management teams for improved efficiency across all departments.
- Trained junior agents on industry best practices to improve overall team performance and productivity.
- Identified cross-selling opportunities within existing client base, maximizing revenue potential.
- Provided exceptional customer service, resolving complex issues and maintaining high levels of client satisfaction.
- Developed strong relationships with underwriters, ensuring timely policy issuance and competitive pricing.
- Stayed current on industry trends and regulatory changes to provide informed advice to clients and colleagues alike.
- Reviewed policy applications for accuracy and completeness before submission, minimizing delays in processing time.
- Implemented efficient workflow processes, significantly reducing administrative tasks for the team.
- Negotiated favorable terms with carriers for clients, securing better coverage at lower premiums.
- Managed a diverse portfolio of clients, consistently meeting or exceeding sales targets.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Educated clients on insurance policies and procedures.
- Met with customers to provide information about available products and policies.
- Calculated premiums and established payment methods for sales.
- Collected premiums on or before effective date of coverage.
- Conducted annual reviews of existing policies to update information.
Education
3 Years Of College - Business Administration
Indiana University, Bloomington
Bloomington, INSkills
- Strong salesmanship
- Effective time management
- Data analysis capabilities
- Regulatory compliance awareness
- Claims handling proficiency
- Team leadership experience
- Advanced underwriting expertise
- Expert risk assessment
- Policy customization expertise
- Customer service
- Licensed insurance agent
- Quotes and sales
- Customer follow-up
- Operations management
- Policy renewals
- Auto insurance
- Leads prospecting
- Email marketing
- Account management
- Risk mitigation
- New client acquisition
- Property insurance
- Client retention
- Client account management
- CRM software
- Teamwork
- Reliability
- Multitasking Abilities
- Excellent communication
- Organizational skills
Certification
P&C Indiana Insurance License
Timeline
Sr. Insurance Consultant
ProInsur Inc DBA Campbell Risk Management
04.2012 - Current
3 Years Of College - Business Administration
Indiana University, Bloomington
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