Commercial Lines Account Manager

• Dec 2022 - Present

Independant Consultant

• May 2009 - Present

Rodan + Fields is a skincare company committed to connecting people with the products, the knowledge and the resources and the opportunities to change skin and to change lives. Rodan + Fields is a skincare company committed to connecting people with the products, the knowledge and the resources and the opportunities to change skin and to change lives.

Owner

• Jan 2007 - Present

Wedding, Sports and Event Photographer •Manage the entire business operation from photography to marketing Wedding, Sports and Event Photographer •Manage the entire business operation from photography to marketing

Senior Commercial Lines Account Manager

• Sep 2020 - Aug 2022

Commercial Lines Account Manager

• Oct 2017 - Sep 2020

• Earned Certified Construction Insurance Program designation • Serviced book of commercial lines accounts; primarily habitation, lessors risk, oil & gas risks• Build relationships with Underwriters of numerous and various insurance carriers• Knowledge of coverage and forms; analyze to determine and meet client needs• New business; quote, negotiate terms/pricing, propose, bind, invoice • Renewal business; quote, present, bind, invoice• First line of communication with Producers/Clients/Insurance Carriers• Worked with Applied system (Epic) and various software programs• Familiar with numerous carrier quote systems Show less

Account Manager

• Sep 2016 - Oct 2017

• Earned Associate in General Insurance designation May 25, 2017 • Passed CPCU 500 - Foundations of Risk Mgmt & Insurance • Serviced book of top level commercial lines accounts; primarily restaurant and hospitality/lawyer’s professional/personal lines accounts • New business and renewal quotes; negotiated terms and conditions • Compared quotes for coverage, limits and pricing for proposal presentation • First line of communication with Producers/Clients/Insurance Carriers • Worked with Applied system (TAM) and various software programs Show less

Account Manager

• Jun 2016 - Aug 2016

• Promoted from Account Administrator to Account Manager• Passed AINS 23 – Commercial Insurance• Serviced book of top level accounts; primarily oil & gas accounts • First line of communication with Producers/Clients/Insurance Carriers• Gathered and organized information for new business and renewal quotes• Worked with Underwriters to obtain new business and renewal quotes• Prepared proposals, summaries and invoices• Issued binding instructions and notification to carriers• Policy and endorsement review for accuracy of coverage and policy content Show less

Account Administrator

• Apr 2015 - Jun 2016

• Provided support to Account Managers and Producers; serviced a $9.5 Million book of top level commercial lines accounts; primarily oil & gas accounts• Provided customer service; built relationships and resolved complex issues from billing to policy coverage • Issued proofs of insurance in a timely manner• Checked policies against Agency Management System (TAM) for accuracy• Processed interim and final audits• Requested policy changes; processed and verified endorsements• Produced applications, obtained quotes, prepared proposals/summaries • Obtained and reviewed loss runs from numerous carrier websites• Reported claims information to carriers• Administered various new/renewal bonds Show less

Account Administrator

• Sep 2013 - Apr 2015

• Licensed Colorado Property and Casualty Agent • Passed AINS 21 – Property and Liability Insurance Principles • Provided support to Account Managers and Producers by servicing a $20 Million book of top level commercial lines accounts; primarily construction accounts • Provided customer service to clients • Issued proofs of insurance in a timely manner • Checked policies against Agency Management System (AMS 360) • Processed interim and final audits • Requested policy changes; processed and verified endorsements Show less

Filings Analyst

• Mar 1997 - Dec 1998

• Submitted proposed changes for state insurance regulators approval • Distributed, organized and maintained approved filings for company • Submitted proposed changes for state insurance regulators approval • Distributed, organized and maintained approved filings for company

Filings Analyst

• Feb 1996 - Mar 1997

• Researched upcoming changes to state insurance regulations • Submitted proposed changes for state insurance regulators approval • Distributed, organized and maintained approved filings for company • Researched upcoming changes to state insurance regulations • Submitted proposed changes for state insurance regulators approval • Distributed, organized and maintained approved filings for company

Personal Lines Underwriter

• 1992 - 1996

• Underwrote auto, homeowner and umbrella policies • Evaluated claims history of policies • Coached insurance agents on company selection procedures • Monitored overall success of book of business within territory • Underwrote auto, homeowner and umbrella policies • Evaluated claims history of policies • Coached insurance agents on company selection procedures • Monitored overall success of book of business within territory