Agency Development Manager
WORK EXPERIENCE
Agency Development Manager
Local Insurance Agency – New York
October 2022 to October 2024
- Managed a book of business consisting of agents across 7 states by proactively scheduling quarterly meetings to discuss active production and identify ways to help achieve positive production outputs.
- Actively traveled to meet independent agents in person within my book, as well as new agents, to discuss insurance carrier appetites and opportunities.
- Calculated an annual plan for the agents in my book of business to provide an achievable goal for new business production to meet on an annual basis.
Personal Lines Account Manager
Local Insurance Agency – New York
September 2020 to October 2022
- Provided excellent service to customers by proactively servicing their accounts and addressing their concerns in a pleasant and professional manner.
- Made annual contact with all clients to update coverages, assess additional insurance needs, and build strong working relationships.
- Completed applications, rated, quoted, and processed risks for new business and renewals.
Intern
Local Insurance Agency – New York
January 2020 to March 2020
- Managed and organized accounts payable and accounts receivable files.
- Created spreadsheets for the accounts payable records.
- Filed and organized accounting work papers for clients.
EDUCATION
Bachelor of Business Administration in Finance
Local Business School
CERTIFICATIONS
Active P&C License