Casey Mason
Account Manager at Taylor Agency- Claim this Profile
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Bio
Credentials
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Certified Insurance Service Representative
The National Alliance for Insurance Education & ResearchJun, 2015- Oct, 2024
Experience
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Taylor Agency
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United States
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Insurance
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1 - 100 Employee
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Account Manager
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Apr 2017 - Present
•Responsible for retaining and maintaining individual book of business totaling an average of $500,000 in premium. •Generate updates to client files daily in Vertafore Agency Management System through immediate activity record keeping. •Perform customer service, retention, and rounding of high net-worth client accounts per agency standards and procedures. •Daily communication with clients, billing representatives, underwriters, and claims adjusters. •Produce and organize client reviews and reports to ensure a seamless renewal process for the client 2-3 months in advance. •Offer successful recommendations to clients, based on the analysis of client necessities. •Attend community events or networking events to introduce the company to people that have not heard of our company. •Assist in recruitment and filling of hiring needs as well as training once brought onboard. •Actively solicit and presenting additional lines of coverage for all accounts. Show less
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Confluence Outdoor
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United States
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Sporting Goods Manufacturing
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1 - 100 Employee
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Marketing Coordinator
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Jun 2015 - Apr 2017
•Directly assists the Vice President and CMO by trafficking marketing media, managing athletes, and acquisition of all 8 brands. •Maintaining social media and content strategy across multiple platforms, including creation of assets for various channels like Instagram, Facebook, LinkedIn, and others. •Handling presence planning, execution, budget maintenance, communication with third-party vendors, and day-of coordination for six of the industry’s largest tradeshows and events in the country including but not limited to: Outdoor Retailer, Surf Expo, iCast, Go Pro Mountain Games, and Gauley Festival. •Compute, analyze, and manage monthly and annual budget of $1.37 MM, as well as revenue reports utilized by upper management. •Assists photographers and videographers on product and lifestyle shoots. •Orders, tracks, and reviews inventory levels of all marketing and promotional materials valued up to $70K. •Supports Marketing Manager with all marketing and branding strategies by project coordination to include timelines, proofing, and evaluating marketing copy and design. •Manages physical gear/products, contracts and agreements, all customer service needs including processing orders, RA's, and answering any product concerns, and coordinates what is distributed to each athlete for 8 professional athletic teams. •Establishes relationships with industry media- such as Paddling.com, Canoe & Kayak Buyer's Guide, Canoe & Kayak Fish, Rapid Media Paddling Buyer's Guide, Rapid Media Kayak Angler, YakAngler.com, and Kayak Bass Fishing Magazine to ensure all content features updated products and relevant and up-to-date information. •Responsible for presence planning, execution, budget maintenance, and wrap up of seven of the industry’s largest trade shows and events in the country. •Negotiated, created, and managed all marketing purchase orders and invoices valued up to $50K. Show less
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Jersey Mike's Subs
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United States
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Restaurants
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700 & Above Employee
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Marketing Director/Catering Sales
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Feb 2016 - May 2016
• Created and implemented all marketing strategies for all existing and new business accounts. This includes, but is not limited to; direct marketing, digital marketing local marketing, and philanthropy. • Established, facilitated, and negotiated relationships and contracts with all external partners. • Maintainined marketing and promotional calendar as well as wall catering business. • Management of sponsorships and for conferences and events. • Cold calling local companies and networking B2B to expand catering business. • Developed activation plan for brand presence and maximized exposure at sponsored events. • Prospected for new business, cold calls, presentations, meetings, and research. Keeping my clients satisfied and successful is my business ambition. • Networked for new business accounts, generating a new business increase of 46% and over 16 new accounts in 6 months. Show less
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Taylor Agency
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United States
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Insurance
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1 - 100 Employee
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Account Manager, CISR
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2013 - Nov 2015
• Attained CISR designation, passing all exams on the first attempt with 80% or higher. • Ability to handle complex accounts. • Ordering and processing renewal and change requests with an emphasis on Personal Insurance Risk Management. • Prepares review letters on an annual basis, offering recommendations to clients based on analysis of clients insurance needs. • Assists clients with reporting claims. • Works to ensure that the agency goal of 95% retention is met. Acting proactively to retain accounts; following up on cancellations and Broker of Record letters, according to agency procedures and standards. • Actively solicits and processes additional lines of coverage for all accounts and working to book of business. • Maintains a courteous and effective relationship with clients, co-workers, Carriers and other business contacts. • Continuous effort to improve knowledge and performance. • Produced and organized client reviews and reports based on account balance and historical performance which assisted producers in managing and optimizing their meetings with clients. Show less
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HuntMason Construction and Electricity
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North Myrtle Beach, SC
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Office Manager
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Aug 2010 - Dec 2013
• Manage multiple clients files and documents. • Creating and maintaining company website. • Setting up meeting appointments with contractors. • Accounts receivable/payable. • Ordering supplies as well as parts. • Training secretary. • Manage multiple clients files and documents. • Creating and maintaining company website. • Setting up meeting appointments with contractors. • Accounts receivable/payable. • Ordering supplies as well as parts. • Training secretary.
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Midtown Bistro
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North Myrtle Beach, South Carolina
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Customer Service Relations
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Mar 2012 - Apr 2013
• Operated as lead server. • Assisted managers in training. • Ability to work in a fast paced environment. • Gaining excellent customer service and diplomacy skills by managing relationships with clientele. • Operated as lead server. • Assisted managers in training. • Ability to work in a fast paced environment. • Gaining excellent customer service and diplomacy skills by managing relationships with clientele.
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Gamma Phi Beta International Sorority
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United States
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Non-profit Organizations
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500 - 600 Employee
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Crescent Corespondent
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Dec 2010 - Dec 2011
• Wrote articles regarding all of chapter's recent activities and community involvments and sent to National Gamma Phi Beta magazine. • Wrote articles regarding all of chapter's recent activities and community involvments and sent to National Gamma Phi Beta magazine.
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Education
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2009 - 2013
Coastal Carolina University
Bachelor's Degree, Communications, Business Management- Health Specialization -
2015 - 2016
Greenville Technical College
Associate’s Degree, Biology, General
Community
