Experience

Risk Strategies Company

• United States
• Insurance
• 700 & Above Employee

• Account Manager

  • Mar 2017 - Present

  Manage agency appointments, E&O requirements, add and configure new agencies and agents in new policy management system, and other duties as necessary. As a wholesale yacht account manager, provide brokers with quotes and available policies from various carriers we are appointed with. Assist policyholders with underwriting inquiries, claims, billing issues, and all other inquiries. Re-marketing of expiring or terminated policies, with a high success rate of placement with new carriers. I have also received numerous testimonials from brokers who are highly satisfied with my support and assistance.



Sawgrass Mutual Insurance Company

• United States
• Insurance
• 1 - 100 Employee

• Associate Underwriter

  • Mar 2010 - Feb 2017

  2-20 All Lines Agent. Assist appointed agents and agencies with all aspects of marketing, policy submission, endorsements, rewrites, customer service and underwriting guidelines. Assist policy holders with underwriting inquiries, claims, billing issues, and all other questions. Perform user and quality testing on proprietary agency management system currently in development. Company has received many written and verbal testimonials, from both customers and agents, regarding my support and service. Examples available upon request. Train agents on company guidelines, policy management system, claims process, and other questions. Back-up support to Marketing Coordinator and Accounting Specialist. Managed agency appointments, E&O requirements, added and configured new agencies and agents in policy management system, and other duties as necessary.