Experience

M.E. Wilson Company

• United States
• Insurance
• 1 - 100 Employee

• Senior Account Manager

  • Jun 2021 - Present

  Tampa, Florida, United States



Florida Insurance Center, Inc.

• United States
• Insurance
• 1 - 100 Employee

• Executive Account Manager

  • Aug 2020 - Jun 2021



Wallace Welch & Willingham

• United States
• Insurance
• 100 - 200 Employee

• Commercial Service Manager

  • Oct 2018 - Aug 2020

  Tampa/St. Petersburg, Florida Area



WTW

• United Kingdom
• Financial Services
• 700 & Above Employee

• Commercial Broker/Placement Specialist

  • Jan 2015 - Oct 2018

  Tampa/St. Petersburg, Florida Area Various P & C commercial marketing placement skills including underwriting of accounts and rating skills including insurance companies’ online rating /issuing programs in upwards of approximately 50 markets nationwide. Negotiation skills with various markets to meet clients needs at the best pricing and coverages available Risk management skills utilized in effort to address all coverage needs



Willis Towers Watson through Insurance Overload Services

• EPIC Team Project

  • Jun 2013 - Jan 2015

  EPIC Data Team member: -Working with the Insurance Account/Client Transfer of Database from Vision and Sagitta into EPIC's -Applied Agency Management System from various states/offices. -Became Team Leader for training most all new team members as well as continuing aid for all team members -Assisted in training for Mumbai employee teams -Trained new employees for this position until July 2015, when promoted into Broking position.



White House Heritage Athletic Booster Club & PTO for White House Heritage High School

• President, Vice President & Treasurer

  • Aug 2008 - May 2014

  White House, TN Implemented plans to build the outdoor sports complex at the new school facility. The county did not allow any funding toward this endeavor when the new school facility was built. This left us in a community with 2 other major high schools to compete for funding of these facilities. As the newer school in the community and with only 7 years alumni, this left us with a large uphill battle requesting funding from the community. Being on the two boards for 6 years (President, Vice President and… Show more Implemented plans to build the outdoor sports complex at the new school facility. The county did not allow any funding toward this endeavor when the new school facility was built. This left us in a community with 2 other major high schools to compete for funding of these facilities. As the newer school in the community and with only 7 years alumni, this left us with a large uphill battle requesting funding from the community. Being on the two boards for 6 years (President, Vice President and Treasurer) we have raised well over $400,000 including many fundraising events and non profit contributions totaling another $500,000. Chairperson of four charity golf tournaments in addition to many other fundraising events Show less



JP Perry Insurance

• United States
• Insurance
• 1 - 100 Employee

• Customer Service & Accounting Office

  • Jun 2002 - Apr 2005

  Jacksonville, FL Licensed Insurance Agent. I worked part-time in a variety of areas where the agency needed my help. I had previously owned my own agency and therefore, knew most all departments: Personal Lines, Commercial Lines, Accounting, etc. Prior insurance positions included Commercial Account Executive, Commercial Excess Surplus MGA Commercial Underwriting, and Risk Management Assistant.



America's Preferred Insurance Agency, LLC

• Owner, Independent insurance Agency

  • Jan 1998 - Feb 2000

  Charlotte, NC With my variety of insurance experience, my husband and I purchased this agency and operated it until my husband was transferred in 2000. This agency was originally purchased as predominately personal automobile insurance policies. With my years of commercial lines experience and underwriting, I was able to quote, sell, and write commercial policies. We were able to grow the business into the commercial arena and sell the agency at a nice price. We sold the agency to another local agent… Show more With my variety of insurance experience, my husband and I purchased this agency and operated it until my husband was transferred in 2000. This agency was originally purchased as predominately personal automobile insurance policies. With my years of commercial lines experience and underwriting, I was able to quote, sell, and write commercial policies. We were able to grow the business into the commercial arena and sell the agency at a nice price. We sold the agency to another local agent who wanted to expand into the profitable non-standard auto market • Fully ran this entire small agency a few employees • Learned how to work with the agency/insurance relationship and their contracts • Learned all of the insurance companies (on-line) rating, endorsements and payment systems • Front-line customer relations was a must in order to grow this type of business • While running this agency, I had to also do all of the accounting and balancing the books to turn a profit. • Grew this book from $700,000 book to a $1,200,000 book of small personal lines and commercial accounts, within 2 years. Show less



Edwin M. Rollins, Inc currently Arthur J. Gallagher

• Commercial Lines Property & Casualty Underwriter

  • May 1994 - Jan 1998

  Charlotte, NC I rated, quoted, wrote and issued any excess commercial lines insurance policies for hard to place business for agents across NC, SC and TN. • In this brokerage position, I dealt with 4 major excess insurance companies and their rating and issuing policies. • I was also the 1st underwriter to implement issuing polices from home online via my home computer. • As a liaison between insurance companies and insurance agents, I expanded my knowledge about the excess surplus business •… Show more I rated, quoted, wrote and issued any excess commercial lines insurance policies for hard to place business for agents across NC, SC and TN. • In this brokerage position, I dealt with 4 major excess insurance companies and their rating and issuing policies. • I was also the 1st underwriter to implement issuing polices from home online via my home computer. • As a liaison between insurance companies and insurance agents, I expanded my knowledge about the excess surplus business • Licensed agent and surplus broker Show less