Experience

General Agency Company

• United States
• Insurance
• 1 - 100 Employee

• Special Projects Manager

  • Mar 2023 - Present

  Mount Pleasant, Michigan, United States Leader for employee training & onboarding. Project management for onboarding & setup for new acquisitions. Participate in various marketing, product management, book consolidation, and special other projects. Also maintain large Commercial Lines book of business in an account executive role.

• Employee Education & Development Coordinator

  • Jan 2020 - Mar 2023

  Mount Pleasant, Michigan Onboarding and training of primarily Commercial Lines staff, but also Personal Lines, Life & Health, and Employee Benefits staff. This included product training, workflow/procedure training, and computer software training. Assisted with creation of Employee Benefits procedures manual.

• Commercial Lines Coordinator

  • Oct 2016 - Jan 2020

  Mount Pleasant, Michigan, United States Department coordinator/leadership role. Included mentoring, training, oversight responsibilities for Commercial Lines P&C customer service staff. This included running department meetings, staff evaluations, onboarding & training staff, development & implementation of procedures manual, among other leadership tasks.

• Commercial Lines Account Executive

  • Feb 2003 - Oct 2016

  Mount Pleasant, Michigan, United States Primarily a customer service role for Commercial Lines business clients.