Senior Account Manager

• Feb 2022 - Present

Certified Level One Trainer

• Sep 2015 - Present

Fitness instructor teaching health and fitness while utilizing the use of a hula hoop in with your training. Fitness instructor teaching health and fitness while utilizing the use of a hula hoop in with your training.

Business Insurance Client Manager

• Mar 2016 - May 2021

As a standard carrier brokerage, worked with 50+ Agency Partners to gather information, quote and propose insurance options to write new business and maintain current clients. Specialized in small business accounts. Performed administrative tasks such as maintaining client records, handling policy renewals, new business, endorsements, audits, etc. As a standard carrier brokerage, worked with 50+ Agency Partners to gather information, quote and propose insurance options to write new business and maintain current clients. Specialized in small business accounts. Performed administrative tasks such as maintaining client records, handling policy renewals, new business, endorsements, audits, etc.

Commercial Department Marketing Manager

• Jun 2015 - Jan 2016

Responsible for marketing of new business accounts for high volume producer and 4 other agency producers. Involved in remarketing of commercial account to retain current book for business for producers and agency Account Managers Responsible for marketing of new business accounts for high volume producer and 4 other agency producers. Involved in remarketing of commercial account to retain current book for business for producers and agency Account Managers

Commercial Department Manager

• Jan 2014 - Jun 2015

Marketing of new business commercial accounts. Involved in training of Customer Service Rep and new producer. Would go with producer to present commercial insurance proposals. Performed administrative tasks such as maintaining client records, handling policy renewals, new business, endorsements, audits, etc. Marketing of new business commercial accounts. Involved in training of Customer Service Rep and new producer. Would go with producer to present commercial insurance proposals. Performed administrative tasks such as maintaining client records, handling policy renewals, new business, endorsements, audits, etc.

Senior Commercial Broker/Regional Manager

• Feb 2013 - Feb 2014

Regional broker office quoting and binding of new business for Insurance Agents in NC, VA, SC, VA, MI and NY. Regional broker office quoting and binding of new business for Insurance Agents in NC, VA, SC, VA, MI and NY.

Senior Account Manager/Underwriter

• Nov 2011 - Feb 2013

Regional broker office quoting and binding of new business for Insurance Agents in NC, SC, MI and NY. Regional broker office quoting and binding of new business for Insurance Agents in NC, SC, MI and NY.

Commercial Insurance CSA

• Oct 2009 - Aug 2010

Servicing of all size accounts. Worked with new producer going on client appointments with her, marketing and often helping to close the sale. Marketing of renewal business to retain the account. Worked on sizeable book of charter schools. Servicing of all size accounts. Worked with new producer going on client appointments with her, marketing and often helping to close the sale. Marketing of renewal business to retain the account. Worked on sizeable book of charter schools.

Commercial Insurance Sales Specialist

• Apr 2006 - Apr 2009

As Commercial Sales Specialist performed inside sales of small commercial accounts under $30,000 in premium. Received leads from established banker relationships or from calling existing clients using banking database. Responsible for a monthly sales goal of $4,800 in new business revenue. Responsible for gathering of information, underwriting, quoting and closing of sale. As Commercial Sales Specialist performed inside sales of small commercial accounts under $30,000 in premium. Received leads from established banker relationships or from calling existing clients using banking database. Responsible for a monthly sales goal of $4,800 in new business revenue. Responsible for gathering of information, underwriting, quoting and closing of sale.

Commercial Services Rep. Supervisor

• Feb 2005 - Jan 2006

As Commercial Services Rep. Supervisor, responsible for training and dividing of workload amongst staff. Responsible for suggesting and implementing CSR/producer team concept. Responsible for new business sales of accounts less than $10,000 in premium, and then to continue to service and retain them. When first came to agency we did not have an agency management system and was part of the team that was responsible in researching and making the decision of the system that we ended up purchasing.

Commercial Customer Service Representative

• Mar 2003 - Feb 2005

As Commercial Team Leader, worked with agency personnel to establish and maintain agency procedures. Involved in all aspects of servicing and maintaining accounts as well as marketing of new business for Select Accounts. As Commercial Team Leader, worked with agency personnel to establish and maintain agency procedures. Involved in all aspects of servicing and maintaining accounts as well as marketing of new business for Select Accounts.

Commercial Insurance Manager

• Oct 2002 - Mar 2003

Organized Commercial Department of existing Nationwide Agency with 8 office locations. Organized Commercial department for new upstart Independent Agency within the existing agency. Along with Agency Manager, involved in carrier negotiations with standard carrier and excess and surplus lines brokers. Solely responsible for securing The Hartford appointment due to built relationship. Handled staffing, training and educating producers of company and market appetites and standards. Responsible for marketing of new business as well as rolling over existing business.

Commercial Sales Agent

• Jul 2000 - Oct 2002

As Commercial Insurance Sales Agent, responsible for quoting and selling of new commercial business accounts less than $30,000 written premium, generated from bank and agency referrals in 9 states,. Trained new sales agents, including MDP employees. Consistently met or exceeded sales goals. High sales leader in department. Received High Sales of the Year Award, President’s Club recognition and winner of annual sales trip. As Commercial Insurance Sales Agent, responsible for quoting and selling of new commercial business accounts less than $30,000 written premium, generated from bank and agency referrals in 9 states,. Trained new sales agents, including MDP employees. Consistently met or exceeded sales goals. High sales leader in department. Received High Sales of the Year Award, President’s Club recognition and winner of annual sales trip.

Commercial Manager

• Jan 1999 - Jun 2000

Commercial Manager responsible for new and renewal marketing for 17 producers within 7 office locations. Responsible for setting up and implementing office procedures for the agency. Involved in new company contract negotiations. Increased commercial business book by 30%, with one carrier alone. Commercial Manager responsible for new and renewal marketing for 17 producers within 7 office locations. Responsible for setting up and implementing office procedures for the agency. Involved in new company contract negotiations. Increased commercial business book by 30%, with one carrier alone.

Select Accounts Manager

• Jul 1995 - Dec 1998

At Southgate/CSC, involved in all aspects of servicing and maintaining commercial accounts, including a major university, two County School Districts, Girl Scout Council, County ABC Board, major city, several hospitals, along with a large book of medical professional liability. Liaison between underwriters, claims adjusters, insurance company representatives and the customer. Responsibilities included training of new commercial department employees and managing of part time personnel. At CSC, promoted to Select Accounts Manager, managing accounts and marketing and sales of new small business to servicing same accounts. Was only employee to receive bonus in 98.

Commercial CSR

• Jul 1994 - Jul 1995

Involved in all aspects of servicing and maintaining commercial accounts as well as marketing of new small business and existing accounts. Responsible for changing appearance and containment of client files. Involved in all aspects of servicing and maintaining commercial accounts as well as marketing of new small business and existing accounts. Responsible for changing appearance and containment of client files.

Commercial CSR

• Jul 1993 - May 1994

Involved in all aspects of servicing and maintaining commercial accounts as well as marketing of new small business and existing accounts. Involved in all aspects of servicing and maintaining commercial accounts as well as marketing of new small business and existing accounts.

Commercial Assistant

• 1977 - 1979