Experience

LeBaron & Carroll Insurance

• United States
• Insurance
• 1 - 100 Employee

• Personal Lines Producer/Senior Account Executive

  • Oct 2014 - Present

  Mesa, Arizona Senior Account Manager & Personal Lines Insurance Producer. Serve as the “Personal Lines Insurance Sales Specialist” in our department and assist fellow team members with inquiries regarding various markets’ appetites and underwriting guidelines. Serve as the sole Personal Lines Producer for the agency, providing support to over 15 Commercial Lines Producers with their commercial clients’ personal insurance needs. Developed relationships with lenders, realtors, title… Show more Senior Account Manager & Personal Lines Insurance Producer. Serve as the “Personal Lines Insurance Sales Specialist” in our department and assist fellow team members with inquiries regarding various markets’ appetites and underwriting guidelines. Serve as the sole Personal Lines Producer for the agency, providing support to over 15 Commercial Lines Producers with their commercial clients’ personal insurance needs. Developed relationships with lenders, realtors, title companies, captive insurance agents, and other Centers of Influence to generate leads for insurance prospects. Perform detailed insurance reviews for affluent & high net-worth clients to identity insurance needs & ensure their assets are adequately protected. Cross-sell to other departments including commercial lines, bonds, and life & health benefits. Participate in department & agency meetings to aid in the growth of the Personal Lines Department & help maintain over 95% customer retention. Regularly meet with sales representatives from various insurance carriers to manage existing business, loss ratios, and new business growth. Self-taught to navigate individual carrier websites, including their service & quoting platforms, for over 20 carriers. Became proficient in the various products offered by over 20 insurance carriers. Companies included Acuity, Encompass, Travelers, Hartford, Mutual of Enumclaw, Pekin, Chubb, Hagerty, Safeco, Secura, West Bend, Midwest Family Mutual, NatGen, American Modern, Foremost, American Reliable, MetLife, Nationwide, Auto-Owners, First American, Kemper, Mercury, and Progressive. Work with Excess and Surplus Lines Brokers to find coverage for difficult risks that are not otherwise eligible for standard/preferred markets. Show less



State Farm

• United States
• Insurance
• 700 & Above Employee

• Insurance & Financial Services

  • Aug 2006 - Oct 2014

  Provide insurance prospects with auto, fire, life, and health quotes as well as provide information on financial products. Cross-sell existing clients to create multi-line households. Service existing households with billing, adding policies, making changes, cross-selling, and conducting Family Insurance & Financial Reviews. . Administrative duties: deposits, premium fund account bank reconciliations, tow bills, bonuses, updating product rates, marketing, etc.



Self-employed

• Transcriptionist

  • Jan 2003 - Aug 2006

  Listened to insurance claims tapes (fire, auto, health, SIU's) and transcribe conversations verbatim style with 95% and above accuracy. Completed 3 tapes a day (2-5 hours of work), five days a week, within 24-hour turn around time. Upload digital files from FTP server and transcribe conference calls, earning releases, training seminars, legal proceedings, Q&A sessions etcetera using Express Scribe Software.



State Farm

• United States
• Insurance
• 700 & Above Employee

• Office Representative

  • Jan 2001 - Jan 2003

  Provided customer service to insurance clients for auto, fire, health, and life policies as well as banking products. Assisted with miscellaneous office manager duties such as deposits, monthly bonus calculations, updating office calendars, participating in team meetings by communicating company updates. Quoted all policy types, wrote policies, and processed all policies until issued. Cross sold products to existing households and conducted insurance checkups to assure clients were… Show more Provided customer service to insurance clients for auto, fire, health, and life policies as well as banking products. Assisted with miscellaneous office manager duties such as deposits, monthly bonus calculations, updating office calendars, participating in team meetings by communicating company updates. Quoted all policy types, wrote policies, and processed all policies until issued. Cross sold products to existing households and conducted insurance checkups to assure clients were adequately covered. Show less



Bank One Credit Company

• Loan Operations Specialist

  • Jan 2000 - Jan 2001

  Collected funds from internal partners in order to resolve customer issues. Balance and monitor bank general ledgers. Developed training manual and trained team of 10 employees. Completed daily reports and meet weekly deadlines to minimize company losses. Acted as team lead and supervised in the absence of my superiors. Actively participated in task force assigned to minimize year-end loss of 1.5 million dollars.



First USA Bank (A Bank One Co

• Financial Service Advisor

  • Jan 1998 - Jan 2000

  Handled customer service calls in a fast paced environment. Ensured efficient, timely resolutions to card member needs. Worked with fellow associates to meet team standards and objectives. Constant use of problem solving, mathematics, and communication skills. Followed through on account maintenance to achieve company goal of first call resolution. Participated in groups to create a positive outlook on proactive selling. Coached new team members. Created new ideas to… Show more Handled customer service calls in a fast paced environment. Ensured efficient, timely resolutions to card member needs. Worked with fellow associates to meet team standards and objectives. Constant use of problem solving, mathematics, and communication skills. Followed through on account maintenance to achieve company goal of first call resolution. Participated in groups to create a positive outlook on proactive selling. Coached new team members. Created new ideas to improve performance standards. Show less