Experience

Wentworth-DeAngelis & Kaufman Insurance

• United States
• Insurance
• 1 - 100 Employee

• Account Manager

  • Apr 2022 - Present

  Lead in managing customer inquiries and resolving complex customer's issues. Remarketing and quoting for all existing and new business leads with over 85% closure rate on new business. Well versed in all personal lines carrier's rates, rules, and guidelines. Lead in managing customer inquiries and resolving complex customer's issues. Remarketing and quoting for all existing and new business leads with over 85% closure rate on new business. Well versed in all personal lines carrier's rates, rules, and guidelines.



North American Underwriters / National Insurance Agency

• United States
• Insurance
• 1 - 100 Employee

• Producer

  • Apr 2018 - Sep 2021

  Lead producer increasing agency growth by over 50%. Managed accounts for VIP business owners. Proficient utilization of agency management system & MS Outlook systems. Lead producer increasing agency growth by over 50%. Managed accounts for VIP business owners. Proficient utilization of agency management system & MS Outlook systems.



AGENCY ADMINISTRATORS, INC.

• Insurance Agencies and Brokerages

• Manager

  • Apr 2017 - Sep 2020

  Extensive knowledge of Insurance carrier guidelines and manuals. Managed team of personal lines representatives to ensure quality service & best practices. Subject Matter Expert on all Personal Lines products Extensive knowledge of Insurance carrier guidelines and manuals. Managed team of personal lines representatives to ensure quality service & best practices. Subject Matter Expert on all Personal Lines products



Bouvier Insurance

• United States
• Insurance
• 1 - 100 Employee

• Account Manager

  • Oct 2013 - Mar 2015

  Managed $2 Mill + Personal Lines book of business Retaining & growing book with continued customer satisfaction & knowledgeable, prompt service Managed $2 Mill + Personal Lines book of business Retaining & growing book with continued customer satisfaction & knowledgeable, prompt service



The Hartford

• United States
• Financial Services
• 700 & Above Employee

• Customer Care Special Services / Cancellation Unit

  • Jan 2007 - Oct 2013

  Obtained P&C license Gained knowledge of procedures throughout operations, sales, new business applications, correspondence, cancellation, legal unit, and customer care special services Subject matter expert: Auto, Home, Umbrella, Boat, Dwelling Fire, Excellent comprehension of underwriting guidelines and state regulations. Consistently exceeded production and performance business metrics. Obtained P&C license Gained knowledge of procedures throughout operations, sales, new business applications, correspondence, cancellation, legal unit, and customer care special services Subject matter expert: Auto, Home, Umbrella, Boat, Dwelling Fire, Excellent comprehension of underwriting guidelines and state regulations. Consistently exceeded production and performance business metrics.