Summary
Overview
Work History
Education
Skills
Timeline
Generic

Tricia Newkirk Emond

Sparta,NJ

Summary

Accomplished Commercial Insurance Leader offering 20 years of experience developing and maximizing strategic and analytical approaches to solving problems, bringing in clients, and surpassing profit targets. Diligent in building and retaining accounts by providing support and attentive service. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Successful record of expanding network connections through persuasive brand imaging.

Overview

20
20
years of professional experience

Work History

Commercial Insurance Producer

Brown & Brown
05.2023 - Current
  • Boosted company revenue with the successful acquisition of new business accounts through personally developing strategic prospecting efforts via leveraging existing client and broker networks resulting in surpassing first year production goal by 241%.
  • Improved customer retention rates by overseeing and directing exceptional service, immediately addressing concerns, and offering customized, creative solutions.
  • Enhanced team productivity by collaborating with colleagues to streamline workflows and optimize resource allocation.
  • Secured profitable partnerships with clients, carriers and fellow brokers by effectively negotiating terms and conditions for complex commercial insurance policies.
  • Increased client satisfaction levels by conducting regular policy, contract and project reviews to ensure adequate coverage and minimize potential risks.
  • Developed strong relationships with underwriters to facilitate smooth communication and efficient processing of policy applications.

AVP - Commercial Lines Producer

USI
08.2021 - 05.2023


  • Conducted thorough market research to identify trends and opportunities for clients operating under a small business model.
  • Negotiated new business onboarding directly with carriers, securing favorable terms and conditions for clients enabling me to position carriers as a line item in the hospitality and real estate spaces.
  • Collaborated with cross-functional teams to develop new prospecting and service models, leading to a competitive advantage in the market.
  • Implemented innovative prospecting campaigns that led to increased brand awareness and sales growth.
  • Developed and maintained strong relationships with clients, resulting in increased business opportunities.
  • Managed new business efficiently, ensuring timely delivery and high-quality results.
  • Enhanced team productivity by providing training and mentorship to junior staff members.

Insurance and Financial Services Sales Leader

State Farm Insurance Inc
07.2004 - 07.2021

Responsible for 100% of Agency production goals (Scorecard) for Personal Lines, Commercial Lines, Life and Bank which were achieved and maintained annually throughout entirety of employment.

Development and implementation of new marketing and administrative systems.

Managed and retained a book of business averaging 4000 clients via consistent and effective customer service, relationship building and referrals.

Responsible for interviewing, hiring, licensing and training new team members, as well as promoting existing team members.

Mentor and place team members in positions based on each individual’s strengths in order to assure peak performance of each individual team member.

Conducted weekly performance evaluation meetings with all sales team members to discuss individual progress, as well as to address employee concerns both personal and professional.

Responsible for marketing and advertising of agency within the community and developing networking events to promote local businesses.

Retained by corporate to visit new and nonproductive agencies throughout NJ to mentor team members on how to successfully market and sell State Farm Products.

Invited on numerous occasions to provide presentations and training in our Corporate Office involving sales and marketing of State Farm Products.

Education

Bachelor of Science - Psychology

Seton Hall University
South Orange, NJ

Skills

  • New Business Development
  • Claims Management
  • Account Retention
  • Financial Acumen
  • Cross-selling abilities
  • Policy customization
  • Coverage negotiation
  • Industry Networking
  • Strong sales skills
  • In-depth product knowledge
  • Underwriting knowledge
  • Policy analysis
  • Lead Development
  • Account Management

Timeline

Commercial Insurance Producer

Brown & Brown
05.2023 - Current

AVP - Commercial Lines Producer

USI
08.2021 - 05.2023

Insurance and Financial Services Sales Leader

State Farm Insurance Inc
07.2004 - 07.2021

Bachelor of Science - Psychology

Seton Hall University
Tricia Newkirk Emond