Tindel Weston
Charlotte,North Carolina
Summary
Dynamic Account Executive with a proven track record at Ryan Turner Specialty Insurance Group and Amwins Insurance Services, specializing in team leadership, new business acquisition, renewal retention, and client relationship management. Demonstrated success in enhancing operational efficiency through strategic planning and process optimization while assisting agents in selecting customized coverage solutions. Dedicated to achieving outstanding results and nurturing strong partnerships within the industry.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Account Executive
Ryan Turner Specialty Insurance Group
Charlotte, NC
11.2024 - Current
- Managed and kept risk records current in diverse information platforms.
- Guided agents and insureds in selecting appropriate coverage options tailored to distinctive risk profiles.
- Conducted audits on existing policies for accuracy and completeness in alignment with company guidelines.
- Conducted analysis of insured needs, exposures, and financial data to create risk management solutions.
- Managed renewal process by reviewing policies, evaluating changes in exposure levels, and recommending appropriate pricing strategies.
- Teamed up with sales group to recognize marketplace advantages.
Client Service Manager
Amwins Insurance Services
Charlotte, North Carolina
04.2024 - 11.2024
- Headed a 20-member team in handling underwriting requirements for agents and insured parties.
- Spearheaded onboarding of 30+ operating companies, coordinating with vendors to ensure seamless integration and contract fulfillment
- Streamlined pre-underwriting processes, resulting in improved efficiency and reduced turnaround times
- Proactively managed client relationships, exceeding expectations, and fostering trust.
Business Engagement Manager
Amwins Insurance Services
Charlotte, North Carolina
08.2022 - 04.2024
- Served as a trusted advisor to leadership, providing data-driven insights and strategic recommendations
- Partnered with senior business leaders to secure buy-in and drive initiatives forward
- Achieved a remarkable 200% increase in service center productivity through process optimization and workflow enhancements
- Played a key role in the successful launch of new products within a rapidly expanding digital platform
- Consolidated operations from three separate divisions into a unified workflow, significantly improving service center efficiency
- Led a high-performing team of 5 process engineers, exceeding project goals and fostering a collaborative environment
Client Services Team Lead
Amwins Insurance Services
Charlotte, North Carolina
12.2021 - 08.2022
- Established and led a Policy Administration team responsible for a range of critical functions, including policy processing, proofing, checking, and accounting reconciliation
- Developed and implemented proactive risk mitigation strategies
- Optimized team workflows and resource allocation to effectively manage dynamic demands
- Collaborated with management to streamline work procedures and policies
Client Service Specialist
Amwins Insurance Services
Charlotte, North Carolina
01.2020 - 12.2021
- Ensured accuracy and compliance by meticulously checking documentation and coding
- Trained onshore and offshore partners on company procedures and best practices
- Efficiently handled policy modifications and updates
- Drafted clear and concise statements of loss
Education
Operations Management -
The Cornell University
Ithaca, NYLean Six Sigma Yellow Belt -
The University of North Carolina at Charlotte
Skills
- New Business
- Renewal management
- Team leadership
- Risk assessment
- Policy underwriting
- Insurance compliance
- Data analysis
- Market analysis
- Client relationship management
- Policy management
- Process optimization
- Effective communication
- Coverage selection
- Strategic planning
- Client onboarding
Certification
- Property and Casualty Licensed in Multiple States
- Surplus Lines Insurance License
- Operations Management, The Cornell University, Ithaca, NY
- Lean Six Sigma Yellow Belt, The University of North Carolina at Charlotte
Timeline
Account Executive
Ryan Turner Specialty Insurance Group
11.2024 - Current
Client Service Manager
Amwins Insurance Services
04.2024 - 11.2024
Business Engagement Manager
Amwins Insurance Services
08.2022 - 04.2024
Client Services Team Lead
Amwins Insurance Services
12.2021 - 08.2022
Client Service Specialist
Amwins Insurance Services
01.2020 - 12.2021
Operations Management -
The Cornell University
Lean Six Sigma Yellow Belt -
The University of North Carolina at Charlotte
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