Summary
Overview
Work History
Education
Skills
Skills
Certification
Timeline
Generic

Tracy Anderson

Cartersville,GA

Summary

Dependable professional with extensive property broker management experience. Analytical problem-solver, result focused, effortlessly adapting to new situations and challenges as they arise. Talent for team building and motivating, as well as excellent cleint relations and relationship-building skills.



Overview

33
33
years of professional experience
1
1
Certification

Work History

Assistant Vice President – Property

AmWINS
10.2016 - Current
  • Assisting 6 Executive Property Producers/Brokers within a large property team.
  • Individual market focus on middle market accounts throughout the United States largely focusing in the southeast.
  • Manage new business opportunities and a renewal book of business dissecting/enhancing policy terms and conditions year over year.
  • Placing ground up, layered and shared placements in CAT prone areas with a premium range between $40,000 to $500,000+.
  • Consistent team and client collaboration to identify, qualify, setting account expectations providing regular punctual feedback.
  • Cultivating and strengthening client and carrier relationships using dynamic communication and strong resolution skills.
  • Collaborating closely with executive leadership and team members to align department goals with overall objectives, resulting in stronger cohesion.
  • Attending weekly marketing meetings along with client and carrier engagements.
  • Contribute to major administrative initiatives, policies and decisions.

Vice President/Associate Broker – Property

Breckenridge
02.2015 - 10.2016
  • Managed existing book of renewal business for producers on the team.
  • Start to finish account management - setup and clearance of new business and renewal submissions, market solicitation, extensive client / underwriter negotiations.
  • Collaborated with team member to develop strategic initiatives and long term goals.
  • Developed new revenue by identifying growth opportunities and forging strategic partnerships with key industry players.

Property Broker

Peachtree Special Risk Brokers, Inc.
01.2012 - 02.2015
  • Managed a commercial property book of business through the South East
  • Analyzed submission data qualifying accounts to determine risk placement with E&S carriers.
  • Extensive knowledge of E&S carrier appetites
  • Developed an extensive network of contacts within the industry, resulting in opportunities and referral business.
  • Managed and assisted support team to ensure quotes and binders are issued promptly and accurately, state filings (where applicable) are made and taxes are paid within state guidelines.

Associate Broker

Peachtree Special Risk Brokers, Inc.
01.2004 - 01.2012
  • Direct assistant to Property Broker
  • Identified new business opportunities, analyzed market information to develop creative and competitive strategies for agents and their customers.
  • Marketed designated renewal book of business and negotiated renewal terms with underwriters and agents.
  • Attended underwriting meetings and agency visits in order to build and solidify relationships with key agents and underwriters.

Office Manager/Pricing Specialist

Portsmouth Settlement Company I, Inc.
05.1997 - 01.2003
  • Analyzed life insurance policies for viatical and life settlement purchase through pricing model.
  • Communicated daily with brokers to provide updates on policies and conducted bid offer negotiations.
  • Maintained production and broker reports.
  • Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and records.
  • Trained and managed office employees.
  • Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.

Health Care Recruiting Assistant

Ernst & Young, LLP
08.1996 - 02.1997
  • Assisted two recruiters and the Director of Human Resources with travel arrangements and scheduling on and offsite meetings
  • Prepared contracts, offer letters, and other office correspondence
  • Created and provided interview information to potential candidates within the Southwest region
  • Compiled and maintained two databases: Act! for Windows and EYFACTS
  • Updated and generated new hire reports monthly for the Health Care Region.
  • Assisted with onboarding activities, facilitating a positive experience for new hires during their transition into the company culture.

Executive Assistant

Accountants on Call
08.1995 - 01.1996
  • Daily administrative duties included answering telephones, greeting candidates, and scheduling appointments.
  • Aided in the recruitment process by screening resumes, scheduling interviews, and assisting with candidate selection.
  • Handled payroll processing tasks accurately while maintaining strict adherence to deadlines for timely payments.
  • Produced contracts and correspondence for new business
  • Created newspaper advertisements weekly for job placement.
  • Handled confidential and sensitive information with discretion and tact.
  • Collaborated on special projects to improve overall business operations within the organization efficiently.
  • Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.


Receptionist/Administrative Assistant

Arthur Anderson and Anderson Consulting
08.1991 - 08.1995
  • Answered and directed high traffic telephones
  • Managed daily attendance report for audit and consulting staff
  • Handled facilities and maintenance requests, scheduled meetings
  • Supported executive assistance with special projects that included mail-outs, general office correspondence and provided back-up telephone coverage.

Education

VICA Member -

Morrow High School
Morrow, GA

Skills

  • Decision Making & Judgment
  • Negotiation
  • Effective relationship building
  • Risk Management
  • Revenue Generation
  • Teamwork and Collaboration
  • Data Analysis
  • Employee Development

Skills

Executive presence, Excellent communication and organizational skills, Exceptional people skills, Able to execute multiple simultaneous tasks to completion, Analytical proficiency with Excel and Access, Extensive experience with multiple versions of Microsoft Office Products

Certification

  • Licensed [Job Title] - [Timeframe]

Timeline

Assistant Vice President – Property

AmWINS
10.2016 - Current

Vice President/Associate Broker – Property

Breckenridge
02.2015 - 10.2016

Property Broker

Peachtree Special Risk Brokers, Inc.
01.2012 - 02.2015

Associate Broker

Peachtree Special Risk Brokers, Inc.
01.2004 - 01.2012

Office Manager/Pricing Specialist

Portsmouth Settlement Company I, Inc.
05.1997 - 01.2003

Health Care Recruiting Assistant

Ernst & Young, LLP
08.1996 - 02.1997

Executive Assistant

Accountants on Call
08.1995 - 01.1996

Receptionist/Administrative Assistant

Arthur Anderson and Anderson Consulting
08.1991 - 08.1995

VICA Member -

Morrow High School

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