Tracey Hedgepeth

● Demonstrate strategic partnership with risk managers and executive claim managers to provide tailored solutions (specialized programs) for account retention and achieve customer satisfaction.
● Develop and maintain strong internal and external relationships, contributing to high client satisfaction and long-term account retention.
● Demonstrate proficiency in Salesforce and Tracker 2.0 to track client interactions, opportunities, and strategic touchpoints.
● Actively resolve agency concerns regarding sales, claims, and service by working directly with executive stakeholders within agencies.
● Collaborate with underwriting, claims, and marketing teams to launch new products, ensure competitive quotes on NB and renewals, and streamline service delivery.

• Exceed 15-50% NB growth & 92%+ for all assigned Cornerstone and Emerging Agents by identifying target accounts from agents to be submitted to UW for review
• Partner with leadership to optimize product in-field performance; partner with underwriters to ensure effective presentation for Chubb Portfolio including all segments for Upper & Lower Middle Market product to brokers to maximize agency performance
• Develop recommendations of market opportunities for agents in a changing small commercial market while maintaining responsibility for the execution of small and middle market growth focusing on quote activity, policy count, segmentation mix, profitability and retention
• Collaborate with marketing team members to design promotional materials for ethnic communities within the region

• Generated new business with marketing initiatives and strategic plans.
• Reached out to potential customers via telephone, email, and in-person inquiries.
• Established relationships with key decision-makers within customer's organization to promote growth and retention.
• Negotiated and closed long-term agreements with new clients in assigned territory.
• Exceeded management productivity standards for agents with premium from $1-$20M+ in order to achieve new production goals annually
• Engaged in portfolio management strategy which includes rate increases, non renewals, commission reductions as an effort to bring profitability to the BOB
• Served as the liaison between agency/broker partners with internal colleagues including, but not limited to claims, underwriting and risk managers
• Communicated and collaborated with claims, underwriting, wildfire defense enrollment team to provide timely and effective resolution to any service challenges, licensing submissions, policy updates, and/or errors; take initiatives and follow-through as the liaison with other internal departments as necessary
• Assisted agent/broker(s) and clients through CA Wildfire by providing updates on status of clients' homes, as well as enroll clients in Wildfire Defense Program

• Maintained consultative sales relationships with independent insurance agents, as well as procedures while educating on target appetite, marketing profitability, overall agency growth and performance
• Responsible for training agents in organizational quoting system/product(s) features; identify book transfer/roll-over opportunities.
• Pilot team member for new programs identifying sales opportunities Responsible for managing $49M+ in total written, regarding personal lines for multiple states
• Enabled agents to maximize their revenue through the sale of The Hartford products & services by providing tools/information that differentiates The Hartford, and its overall value proposition from competitors
• Mentored independent insurance agents with their underwriting eligibility questions