Senior Commercial Account Manager

• Jan 2020 - Present

Account Manager

• Aug 2014 - Aug 2019

Property/Casualty (P/C) Insurance Account Manager, personal and commercial Set up renewal records for all P/C policies and monitor renewal requirements and policy status Quote new business property/casualty policies, personal and commercial Establish and maintain strong relationships with clients and with various insurance providers Handle incoming requests from insureds and carriers, including issuing certificates of insurance Ensure quality of all transactions completed by carriers Identify potential coverage gaps and recommend solutions

Licensed Insurance Agent

• Mar 2014 - Dec 2014

Temporary assignments to Independent Insurance Agencies Property/Casualty insurance, commercial Quoted new business policies Managed renewal policies to ensure continuous coverage Handled incoming requests from insureds and carriers, including issuing certificates of insurance and policy changes Ensured quality of all transactions completed by carriers Temporary assignments to Independent Insurance Agencies Property/Casualty insurance, commercial Quoted new business policies Managed renewal policies to ensure continuous coverage Handled incoming requests from insureds and carriers, including issuing certificates of insurance and policy changes Ensured quality of all transactions completed by carriers

Licensed Insurance Agent

• Oct 2013 - Mar 2014

As a licensed agent, my mission was to help my clients protect their financial security and plan for their future to ensure they have peace of mind knowing they need not worry about these concerns. Life and Accident/Health insurance sales and service Recognized for ability to set appointments and achieve goals Achieved all sales production goals Completed Long Term Care (LTC) certification and Successful New Agent (SNA) training As a licensed agent, my mission was to help my clients protect their financial security and plan for their future to ensure they have peace of mind knowing they need not worry about these concerns. Life and Accident/Health insurance sales and service Recognized for ability to set appointments and achieve goals Achieved all sales production goals Completed Long Term Care (LTC) certification and Successful New Agent (SNA) training

Insurance Servicing Manager

• Oct 2008 - Sep 2013

Insurance Servicing Manager - Support Services 2010-2013 Managed teams handling borrower correspondence regarding insurance requirements and loan modification insurance premium impounds for multiple lenders Manager, Unit Operations - Loss Draft Services 2009-2010 Responsible for Customer Care teams in Arizona and Pittsburgh handling inbound calls for multiple lenders from insureds and their building/restoration contractors regarding the repair reimbursement procedure for homeowner claims Manager, Unit Operations - Auto 2008-2009 Managed Customer Care teams handling inbound calls from borrowers and insurance agents to verify collateral protection insurance for automobile loans for multiple lenders

Customer Service Unit Manager

• Oct 1999 - Sep 2008

Unit Manager - Customer Care 2003-2008 Managed customer care teams handling inbound business-to-business calls regarding personal lines property/casualty insurance policies. Facilitated quality training for the Phoenix call center. Recruited for the Phoenix call center, including pre-screening, scheduling, interviewing and on-boarding of new hires. Resolved escalated customer service issues. Unit Manager - Accounting/Data Entry 1999-2003 Managed Premium Accounting and Data Entry teams. Established Accounting phone queue accepting insured credit card payments. Transitioned departments from manual to automated processes for new business entry.

Call Center Manager II/Accounting Manager

• Jun 1996 - Oct 1999

Managed teams handling daily premium transactions and agency commission accounting functions including handling of Incoming accounting customer service phone calls Managed teams handling daily premium transactions and agency commission accounting functions including handling of Incoming accounting customer service phone calls