Licensed Insurance Agent and Senior Account Manager

Licensed Insurance Agent and Senior Account Manager
Technology and Insurance Agency – Michigan
November 2022 to Present

Produce property and casualty insurance policies on behalf of multiple companies.
Take over an existing book of business and write new policies, adding to its growth.
Rank the highest in rewrites within the agency in 2023 per a certain carrier moratorium, saving and keeping the clients.
Quote, write, and advise clients on coverages best suited for their insurance needs.
Train agency staff and the owner on Applied Epic during conversion from QQ Catalyst management system.
Hold a P&C license in 20 states nationwide.
Make policy endorsements per client change requests.
Review policy renewals to assure the best coverages and premiums for the client.
Process property, liability, and personal insurance claims.
Focus on establishing a rapport with clientele for customer satisfaction and referrals.
Prepare insurance certificates and binders.
Work independently and remotely with proven success.

Licensed Insurance Agent and Advisor
Local Insurance Agency – Pennsylvania
November 2021 to November 2022

Produced property and causality insurance policies nationally on behalf of multiple companies.
Held P&C licenses in 20 states nationwide.
Quoted, wrote, and advised clients on coverages best suited for their insurance needs.
Utilized CRM management software for daily policy and task input.
Entered information into the EZLynx Rating System to determine the best carrier premium options.
Worked independently and remotely with proven success.
Communicated products and services to clients to ensure customer satisfaction.
Focused on reputation and quality service to enhance customer satisfaction and referrals.

Licensed Insurance Agent and Senior Account Manager
Local Insurance Agency – Michigan
August 2017 to November 2021

Produced and serviced property and casualty insurance policies on behalf of multiple companies.
Managed a large book of business while writing new policies, contributing to its growth.
Utilized Applied TAM, AMS360, and ImageRight management software for daily policy input.
Entered information into the PLRATER/Comparative Rating System to obtain the best quote results.
Worked independently and remotely with proven success during the pandemic.
Communicated products and services to clients to ensure customer satisfaction.
Made policy endorsements that provided the best coverage for clients’ specific needs.
Processed property, liability, and personal injury claims.
Prepared insurance certificates and binders.
Analyzed policy renewals and explained coverage and premiums to clients.
Acted as a liaison between the agency and company underwriters and representatives.
Used Microsoft Office, including financial analysis, for rating policies.
Focused on providing quality customer care to enhance customer satisfaction and referrals.
Handled administrative functions.

Licensed Insurance Agent and Senior Account Manager
Local Insurance Agency – Michigan
November 2002 to August 2017

Produced and serviced property and casualty insurance policies on behalf of Auto-Owners Insurance, Progressive Insurance, Hagerty Insurance, and Titan Insurance Company/Nationwide Insurance.
Ranked as the highest-selling insurance professional within the agency for 10 consecutive years.
Communicated products and services to clients to ensure customer satisfaction and business growth.
Made policy endorsements that provided the best coverage for clients’ specific needs.
Processed property, liability, and personal injury claims.
Prepared insurance certificates and binders using AMS Software.
Analyzed policy renewals and explained coverage and premiums to clients.
Acted as a liaison between the agency and company underwriters and representatives.
Developed clientele by implementing local advertising via Tri-County Times Newspaper.
Trained staff on system updates.
Used Microsoft Office, including financial analysis, for rating policies.
Handled daily receipts and deposits.
Focused on maintaining a reputation for quality personal service to enhance customer satisfaction and referrals.
Managed all administrative functions.

Degree in Business and Administration, 1991
Local Community College

Active P&C License

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