Carrie-Ann Crockett, CISR Elite, CPIA,
Manager of Personal Lines at Schechner Lifson- Claim this Profile
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Bio
Linda Hackett
Highly recommend for the large accounts for homeowners and auto
Linda Hackett
Highly recommend for the large accounts for homeowners and auto
Linda Hackett
Highly recommend for the large accounts for homeowners and auto
Linda Hackett
Highly recommend for the large accounts for homeowners and auto
Credentials
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Foremost Boating Specialist
Foremost InsuranceMar, 2023- Sep, 2024 -
Foremost Landlord Specialist
Foremost InsuranceMar, 2023- Sep, 2024 -
Foremost Mobile Home and Landlord Specialist
Foremost InsuranceMar, 2023- Sep, 2024 -
MLIS Designation EPLI
International Risk Management Institute, Inc. (IRMI)Mar, 2023- Sep, 2024 -
Associates in Leadership
USLISep, 2022- Sep, 2024 -
Certified Insurance Service Representative Personal Miscellaneous
The National Alliance for Insurance Education & ResearchOct, 2013- Sep, 2024 -
Certified Insurance Service Representative Commercial Property
The National Alliance for Insurance Education & ResearchSep, 2013- Sep, 2024 -
Certified Insurance Representative Personal Residential
The National Alliance for Insurance Education & ResearchJun, 2013- Sep, 2024 -
Certified Insurance Service Representative Elements of Risk Management
The National Alliance for Insurance Education & ResearchMay, 2013- Sep, 2024 -
Certified Insurance Service Representative Personal Auto
The National Alliance for Insurance Education & ResearchMar, 2013- Sep, 2024 -
Certified Professional Insurance Agent
The American Insurance Marketing and Sales SocietyFeb, 2011- Sep, 2024
Experience
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Schechner Lifson
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Insurance
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1 - 100 Employee
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Manager of Personal Lines
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Aug 2021 - Present
Managed book of business of $8M Multiple carrier experience: Chubb, AIG, Pure, Travelers, Hanover, Selective etc. Provided support training and guidance for staff of 6 Hired, Terminated, Trained staff Performance reviews Conducted monthly meetings Reviewed and plan annual budgets Serviced and recommend coverages for affluent clientele First point of contact for Producers and Wealth Management Centers of Influence Underwrote, rated and sold personal lines policies Serviced renewals Facilitated monthly meetings and annual budget planning with Carrier Territory Managers First point of contact for all Insurance services to a $1M Family Office Account Show less
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Meeker Sharkey & Hurley Insurance
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United States
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Insurance
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1 - 100 Employee
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Vice President of Personal Lines
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Dec 2018 - Jul 2021
Provide support training and guidance for staff of 10 Conduct monthly meetings/team building Review and plan annual budgets High Net Worth Underwriting Expertise Multiple carrier experience: Chubb, AIG, Pure, Hanover, Selective, Travelers, Kingstone, Swyfft Review applications and requirements to determine acceptability of risk in accordance with established Carrier guidelines Demonstrates technical underwriting skills through strategic, thorough account reviews Prepares and analyzes information on adverse underwriting decisions, rate appeals, underwriting requirements, status and declinations to drive results and determine new carrier to write the risk Keeps current on state/territory issues, regulations and trends Manages assigned accounts to achieve gross written premium, profitability, rate, retention, product mix, new business and portfolio management goals within the Agency Operates to identify cross sell opportunities and create growth within other lines of business and customer segments Demonstrates in-depth knowledge of various carrier products and appetite while clearly communicating carrier’s position at the point of sale Drives effective relationship management and customer activities to build trust, facilitate negotiation and secure commitment with the customer Knowledge of underwriting processes, coverages, and tools to gather and evaluate information to reach appropriate decisions on renewals and new business Ability to effectively interact and communicate with all levels of external and/or internal business partners within scope of responsibility, team environment Ability to uncover customer needs, position specific solutions, handle objections and close deals Ability to exercise judgment, negotiate and make sound business decisions effectively Strong ability to identify, analyze and solve problems as well as the ability to learn rapidly, adapt quickly to an ever changing environment Show less
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Links Insurance Services, LLC
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United States
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Insurance
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1 - 100 Employee
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Personal Lines Manager
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Aug 2018 - Nov 2018
Created work flow procedures and manual Provided support, training and guidance for staff of 8 Planned annual budgets with Carrier Territory Managers Planned annual budgets for Department Conducted staff meetings monthly Trained Producers Negotiated commissions Managed book of business of $9M in Personal Lines Insurance, High Net Worth Underwriting Expertise Multiple carrier experience: Chubb, AIG, Pure, Cincinnati, Nat Gen, Travelers, Hanover, Selective, Reviews applications and requirements to determine acceptability of risk in accordance with Carrier guidelines Understands pricing components and rating methodology as well as use of the predictive modeling tools; Used all appropriate underwriting, disciplines and knowledge of strategies to ensure underwriting guidelines are followed while determining the best carrier to place the risk Demonstrated technical underwriting skills through strategic, thorough account reviews and file documentation*Prepares and analyzes information on adverse underwriting decisions, rate appeals, underwriting requirements, status and declination's to drive results and determine new carrier to write the risk Kept current on state/territory issues, regulations and trends Managed assigned accounts to achieve gross written premium, profitability, rate, retention, product mix, new business and portfolio management goals within the Agency Prioritized time and resources to effectively manage the Department in conjunction with handling a book of business Operated to identify cross sell opportunities and create growth within other lines of business and customer segments Demonstrated in-depth knowledge of various carrier products and appetite while clearly communicating carrier’s position at the point of sale Developed producer relationships to build pipeline and drive performance to meet and exceed results Show less
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Personal Lines Insurance Manager
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Sep 2006 - Aug 2018
Managed book of business of $7M Multiple carrier experience: Chubb, AIG, Pure, Cincinnati, Nat Gen, Travelers, Hanover, Selective etc. Provided support training and guidance for staff of 6 Hired, Terminated, Trained staff Performance reviews Conducted monthly meetings Reviewed and plan annual budgets Serviced and recommend coverages for affluent clientele First point of contact for Producers and Wealth Management Centers of Influence Underwrote, rated and sold personal lines policies Serviced renewals Facilitated monthly meetings and annual budget planning with Carrier Territory Managers First point of contact for all Insurance services to a $1M Family Office Account Show less
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Chubb Group of Insurance Companies
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United States
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Insurance
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200 - 300 Employee
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Personal Lines Underwriter
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Jul 2006 - Sep 2006
Collaborate with team members to achieve profit, renewal retention, service and produce/client management goals, gather and analyze account information (loss information, driver information, financials, loss control reports, etc.), develop underwriting recommendations and pricing strategy, complete, document and refer risk reports to Sr. Underwriter, handle individual risk inquiries from brokers/agents, coordinate account processing for renewals and new accounts, provide rating and issuance instructions including appropriate forms and coverages, document underwriting analysis information in the electronic file; ensure electronic file integrity, bind coverage and/or process endorsements within designated authority. Show less
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Personal Lines Account Executive Team Lead,
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2004 - 2006
Nov.2004 to July 2006 WACHOVIA INSURANCE SERVICES, EDISON ,NJ Personal Lines Account Executive Team Lead, 40% Travel Manage Personal Lines Department reporting directly to V.P. of Edison, manage High Net Worth Client Accounts for all of New Jersey, run reports and distribute work to direct reports, process and in charge of Book Transfer, service existing clienteles' policies, round out accounts take payments, answer billing questions, review renewal policies, provide preliminary underwriting on Personal Lines policies, rate and quote new business, track and administer log-ins and passwords for Personal Lines Dept., reconcile Aged Receivable report for agency bill policies, serve as Member of the WIS Transformation Committee Sept. 2004 to Nov. 2004 WACHOVIA INSURANCE SERVICES, EDISON, NJ Personal Lines Account Executive Serviced existing clienteles' personal lines policies, rounded out accounts, took payments, answered billing questions, reviewed renewal policies, provided preliminary underwriting on Personal Lines policies, rated and quoted new business, tracked and administered log-ins and passwords for Personal Lines, reconciled Aged Receivable report for agency bill policies Show less
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Account Manager
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2000 - 2004
Serviced existing clienteles' personal lines policies, rounded out accounts, took payments, answered billing questions, filed claims, issued agency drafts on claims under Agency Limits, reviewed renewal policies, provided preliminary underwriting on policies, provided PC support within the department for Applied Systems and quoting software, covered receptionist when required, rated and quoted new business, updated rating and quoting software, downloaded updates from Company websites, tracked IT problems and managed log-ins and passwords Show less
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Chubb
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Insurance
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700 & Above Employee
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Personal Lines Service and Surety
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1996 - 2000
Aug. 1997 to Apr. 2000 CHUBB & SON INC, BRIDGEWATER, NJ Surety Technical Assistant Worked directly with agents quoting bond rates, executed bid, contract and miscellaneous bonds, created and tracked monthly billing reports, scheduled appointments for Manager and Assistant Manager, provided system training for all new hires, ordered supplies, served as PC contact and technical resource for department, conducted basic interviews at internal job fairs Aug. 1996 to Aug. 1997 CHUBB & SON, INC., BRIDGEWATER, NJ Customer Service Rep. Provided quality service to agents, answered questions, quoted and issued new line Masterpiece policies and endorsements on a timely and accurate basis all while maintaining 100% accuracy goals, solved minor billing problems, entered Valuable Article Schedules, trained new hires Show less
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Education
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2023 - 2023
Foremost
Foremost Mobile Home Specialist & Foremost Landlord Specialist -
2022 - 2022
USLI University
Associate in Leadership, Business Administration and Management, General -
2018 - 2018
The National Alliance for Insurance Education
CISR Elite, Insurance -
2017 - 2017
Atlantic School of Insurance
Life Insurance, Life Insurance -
2015 - 2015
Chubb CorpU
Certificate, Conducting Interest Based Negotiations: An Overview of the Mutual Gains Approach -
2013 - 2013
The National Alliance for Insurance Education
CISR, Insurance -
2001 - 2002
Atlantic School of Insurance
Property Casualty Health License, Insurance -
1983 - 1986
Belleville High School
Diploma, Business -
2019 -
Middlesex Community College
Business Management, Business Administration and Management, General -
USLI
Insurance
Community
