Summary
Overview
Work History
Skills
Certification
Timeline
Generic

Theresa Dickson

Castle Rock,CO

Summary

Proven Account Manager and Sales Professional with over a decade of insurance and client service expertise. Licensed in CO, AZ, WA, and NC, with strong background in high-net-worth and personal lines, multi-carrier quoting, and surplus lines. Skilled at relationship management, negotiation, and consultative selling, with a track record of driving growth and retention in fast-paced agency environments.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Account Manager

Independent Insurance Brokerage
01.2025 - Current
  • Broker for high-net-worth and complex personal lines accounts, ensuring tailored coverage solutions.
  • Drive customer retention, cross-selling, upselling, and new business development through referrals and networking.
  • Deliver concierge-level service, strengthening trust and loyalty with high-value clients.
  • Manage multi-carrier quoting and surplus line placements, balancing competitive rates with comprehensive coverage.
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.

Account Manager

Allstate Insurance Agencies
01.2018 - 01.2025
  • Served as primary account manager for a large, diverse book of business.
  • Regularly exceeded production targets by cultivating referrals and expanding coverage portfolios.
  • Trained and mentored new producers in effective sales, compliance, and client service.
  • Strengthened agency brand reputation through community involvement and networking.
  • Managed approximately 30+ incoming calls, emails per day from customers.

Licensed Sales Producer

State Farm Insurance
01.2013 - 01.2018
  • Conducted coverage reviews, explained options in clear terms, and secured client trust.
  • Consistently met and exceeded sales goals in auto, home, umbrella, and life insurance.
  • Supported agency growth through community outreach and client referrals.

Skills

  • Client Relationship Management & Retention
  • Proven Expertise: AIG, Chubb, most P&C Carriers, and Surplus Lines
  • Applied Epic, Salesforce, EZLynx, Lead Manager, Canopy Connect
  • New Business Development & Referrals
  • Negotiation, Communication & Organizational Skills
  • High-Net-Worth & Specialty Risk Coverage
  • Independent & Collaborative Work Style

Certification

  • Property & Casualty, Life and Health License – CO, AZ, WA, NC
  • Ongoing professional development in advanced sales, leadership, and client engagement

Timeline

Account Manager

Independent Insurance Brokerage
01.2025 - Current

Account Manager

Allstate Insurance Agencies
01.2018 - 01.2025

Licensed Sales Producer

State Farm Insurance
01.2013 - 01.2018

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