Experience

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  Infinity Insurance Partners

  • Phoenix, Arizona Area

  • Account Manager

    • Oct 2017 - Sep 2018
    • Phoenix, Arizona Area

    Managed my own book of business in the field of Commercial Lines Insurance. Gathered information from new and existing clients and quoted requested coverage with the different carriers, proposed and bound coverage. Managed day-to-day requests from my insureds via phone and e-mail to get them the information they requested. Used independent judgment and discretion placing values and coverage's; made appropriate recommendations to clients regarding matters of insurance. Primary contact to all customers, marketing partners and vendors answering questions and responding quickly to needs and changes. Followed up on late or cancellation notices and prepared proposals. Daily follow up on suspense items. Processed change requests to carriers as requested. Maintained thorough client documentation of all activities and transactions in agency management system – EPIC.

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  Brown & Brown Insurance

  • Phoenix, AZ

  • Account Executive

    • Sep 2015 - Aug 2017
    • Phoenix, AZ

    Managed my own book of business in the field of Professional Liability and Commercial Lines Insurance - over 720+ policies. Obtained completed applications from new and existing customers and quoted requested coverages with the different carriers, proposed and bound coverage. Managed day-to-day requests from my insureds via phone and e-mail to get them the information they requested. Maintained and developed existing and new customers through appropriate propositions, ethical sales methods and customer satisfaction. Used independent judgment and discretion placing values and coverage's; made appropriate recommendations to clients regarding matters of insurance. Followed up on late or cancellation notices and prepared proposals. Daily follow up on suspense items. Processed change requests to carrier as requested. Recorded all interactions in EPIC with clients to ensure we had a complete picture of what transpired.

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  CoBiz Insurance

  • Account Manager / Credentialing Specialist

    • Apr 2012 - Sep 2015

    Provided clients with expertise in the field of Professional Liability and Commercial Lines Insurance, managing my own book of business. Maintained and developed existing and new customers through appropriate propositions, ethical sales methods and customer satisfaction. Used independent judgment and discretion placing values and coverage’s; made appropriate recommendations to clients with matters of insurance. Took complete applications; quoted the insurance in different carrier websites and issued policies. Input complete client note documentation of all activities and transactions into EPIC. Plus all of the responsibilities I have below as a Client Support Representative prior to the promotion to Account Manager.

  • Client Support Representative / Credentialing Specialist

    • Oct 2008 - Apr 2012

    Processed and prepared customer correspondence. Served as contact and provider of day-to-day client service. Reviewed and processed endorsements, prepared Certificates of Insurance. Reviewed incoming policies for discrepancies against agency management system and / or proposal. Input new business prospects in agency management system, printed applications and set up marketing files. Prepared and obtained loss run request letters from clients and forwarded to carriers and / or obtained loss runs and insurance verification from insurance company. Sent submissions to companies, prepared dead files. Followed up on late or cancellation notices and prepared proposals. Daily follow up on suspense items. Processed change requests to carrier as requested. Maintained accurate and complete client files. Assisted three account managers with various tasks.

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  Lapre Scali & Company Insurance Services, LLC

  • Insurance
  • 1 - 100 Employee

  • Underwriter & Account Executive

    • Apr 2008 - Oct 2008

    Analyzed clients risk exposure, prepared rating information, researched state policy and premium data then furnished customer with correct quote. Acted as an aggressive front line Professional Liability underwriter pursuing additional data when appropriate and adhering to insurer guidelines for policy acceptability. Accurately input transactions into agency management system, TAM, including complete client note documentation of all activities on any given account. Generated billing invoices accordingly and collected all money due. Primary telephone contact to all customers, marketing partners and vendors answering questions and responding quickly to needs and changes. Processed Endorsements for policy changes, processed renewals, cancellations, cancel / rewrites and grouping of individual policyholders. Maintained a suspense system for follow up.

  • Account Manager

    • Feb 2008 - Apr 2008

    Provided clients with expertise in the field of Personal Lines Insurance. Maintained and developed existing and new customers through appropriate propositions, ethical sales methods and customer satisfaction. Used independent judgment and discretion placing values and coverage’s; made appropriate recommendations to clients with matters of insurance. Took complete applications; quoted the insurance in different carrier websites and issued policies. Input complete client note documentation of all activities and transactions into TAM. Follow through on transactions to ensure all requests are properly issued.

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  Compass Insurance

  • Phoenix, AZ

  • Underwriter & Account Manager

    • Aug 2006 - Feb 2008
    • Phoenix, AZ

    This is the same program that was at Lapre Scali & Company Insurance Services, LLC. Using Sagitta and Agency 32 computer systems for client information is the only thing that is different about the job.

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  U.S. Air Force Reserves

  • Luke AFB, AZ & McChord AFB, WA

  • Emergency Actions Controller

    • Sep 1998 - Aug 2006
    • Luke AFB, AZ & McChord AFB, WA

    Training Non-Commissioned Officer (NCO). Trained newly assigned Officers and Enlisted in mission monitoring, general knowledge, reports and emergency actions. Developed yearly training plan, edited lesson plans and outlines. Wrote monthly tests. Prepared and presented briefings for all ranks at monthly training meetings. Ensured effective communications with all agencies in order to execute Command and Control (C2) to support Commander by: collecting information, making decisions, directing actions and controlling feedback. Directed command actions, relayed information, decisions and instructions for and in the name of the Commander to personnel of other commands without infringing on the Wing Commanders prerogatives. Coordinated in-flight and ground emergencies; acted as a liaison between Wing Commander, other Commanders and Pilots. Received, decoded, validated and relayed Emergency Action messages (EAM’s) to implement exercise, contingency and general war plans. Provided Higher Headquarters Air Force Reserve and other Air Force Reserve agencies with current and accurate operational information through reports to meet responsibilities associated with planning, readiness and direction of Aerospace Forces. Kept Key Personnel information posted and current, maintained status boards, maintained events logs and monitored weather for current missions.