Tracy Beach
Chico,CA
Summary
Sales Executive Dynamic, results-driven professional with a strong track record of success in insurance and risk management. Proven ability to develop and execute strategies that drive brand growth, revenue enhancement, and client retention. Skilled in building and leading high-performing teams, managing projects from inception to completion, and maintaining strict budgetary and scheduling requirements.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Senior Client Manager
Venbrook Insurance Services
01.2023 - Current
- Manage complex commercial insurance accounts, specializing in real estate, construction, small business, and medium market sectors.
- Serve as lead point of contact for clients, ensuring strategic risk management and delivering superior service across all stages of the account lifecycle.
- Negotiate renewals, policy terms, and pricing with carriers to secure competitive, tailored coverage solutions.
- Coordinate and oversee onboarding, policy administration, and claims handling for a diverse portfolio of accounts.
- Collaborate closely with underwriters, brokers, and internal teams to resolve issues and maintain high client satisfaction levels.
- Stay current on insurance industry trends, market conditions, and regulatory changes to proactively advise clients and maximize account retention.
Lead Commercial Account Manager / Commercial Risk Advisor
Heritage Insurance Agency
01.2021 - 01.2023
- Market clients to insurance carriers to secure optimal pricing and coverage.
- Analyze risk profiles, close coverage gaps, and recommend additional protections.
- Create workflows and processes from renewal through cancellation.
- Selected to the six-member Agency Leadership Committee.
- Write marketing materials and client-facing communications.
- Maintain and verify system data for accuracy across marketing and administration.
- Compose client proposals and verify policy accuracy before issuance.
- Manage high fire-risk accounts through CA Fair Plan and DIC markets.
Consultant
Robert Beach & Associates
01.2021 - 01.2021
- Account Manager / Insurance Salesperson / Claims Representative
- Managed and expanded assigned commercial insurance portfolios.
- Produced quotes, secured coverages, and advised clients on risk management strategies.
- Acted as liaison between clients and carriers, ensuring seamless service delivery.
- Consistently met and exceeded performance targets and key metrics.
Vice President, Commercial Lines Management
Robert Beach & Associates
01.2012 - 01.2021
- Recruited, trained, and managed a team of 15 employees handling commercial and personal insurance lines.
- Oversaw a book of 3,000+ accounts across multiple carriers, including Nationwide, Liberty Mutual, Travelers, and Mercury.
- Created and implemented department procedures and long-term objectives.
- Enhanced marketing efforts, increasing submissions by 6%.
- Developed employee training to boost account retention and book rounding.
- Strengthened customer service operations, winning business from competitors.
- Ensured compliance with underwriting guidelines through risk management processes.
Insurance Agent
Robert Beach & Associates
01.2003 - 01.2009
- Provided comprehensive insurance counseling to clients and policyholders.
- Evaluated client needs and customized insurance solutions accordingly.
- Achieved and surpassed agency sales and retention goals.
- Assisted with claims processing and coverage questions.
- Additional Experience: Customer Service Representative (Robert Beach & Associates), Officer (California Highway Patrol), Customer Service Attendant (Circuit City), Cashier (Edwards Fremont Theater)
Education
Bachelor of Science - Recreation Administration
California State University
Chico, CAGraduate - undefined
California Highway Patrol Academy
West Sacramento, CAGeneral Education Courses - undefined
Cuesta College
San Luis Obispo, CASkills
- Strategic Planning & Analysis
- Program & Project Management
- Customer Service & Client Relations
- Team Building & Leadership
- Staff Training & Development
- Contract Negotiations
- Budget Development & Oversight
- New Business Development
- Profit & Loss Management
Certification
- Property & Casualty Insurance License
- Commercial Lines Insurance Certification
Timeline
Senior Client Manager
Venbrook Insurance Services
01.2023 - Current
Lead Commercial Account Manager / Commercial Risk Advisor
Heritage Insurance Agency
01.2021 - 01.2023
Consultant
Robert Beach & Associates
01.2021 - 01.2021
Vice President, Commercial Lines Management
Robert Beach & Associates
01.2012 - 01.2021
Insurance Agent
Robert Beach & Associates
01.2003 - 01.2009
Bachelor of Science - Recreation Administration
California State University
Graduate - undefined
California Highway Patrol Academy
General Education Courses - undefined
Cuesta College