Personal Lines Supervisor

• Feb 2022 - Present

Sr. Personal Lines Account Manager

• Feb 2015 - Present

Achievements: Created Quote/Sales tracking system and independent insurance companies procedure log, Obtained AINS21 & AINS22 designation. Manage large Personal Lines book of business in a fast paced organization, using confidentiality with affluent clientele. New business sales, rounding current book of business, claims and service for accounts within AMS360 and PL Comparative Rating systems.

Co-Owner

• 2014 - 2016

Senior Commercial Account Executive

• 2012 - 2014

ACHIEVEMENTS: Obtained CISR designation. Updated client book of business on new Epic system. Provided technical support to Producers in the Large Commercial Construction unit. Prepared insurance proposals and summaries, policy reviews and comparisons, invoicing and assisting Producers in renewal retention and marketing. Ordering and issuing policies, endorsements; verifying for accuracy. Working with assigned book of business with brokers and company underwriters. Reviewing policy audits for… Show more ACHIEVEMENTS: Obtained CISR designation. Updated client book of business on new Epic system. Provided technical support to Producers in the Large Commercial Construction unit. Prepared insurance proposals and summaries, policy reviews and comparisons, invoicing and assisting Producers in renewal retention and marketing. Ordering and issuing policies, endorsements; verifying for accuracy. Working with assigned book of business with brokers and company underwriters. Reviewing policy audits for accuracy and facilitating collections as needed. Actively track and obtain policy renewals, applications and carrier quotes Show less ACHIEVEMENTS: Obtained CISR designation. Updated client book of business on new Epic system. Provided technical support to Producers in the Large Commercial Construction unit. Prepared insurance proposals and summaries, policy reviews and comparisons, invoicing and assisting Producers in renewal retention and marketing. Ordering and issuing policies, endorsements; verifying for accuracy. Working with assigned book of business with brokers and company underwriters. Reviewing policy audits for… Show more ACHIEVEMENTS: Obtained CISR designation. Updated client book of business on new Epic system. Provided technical support to Producers in the Large Commercial Construction unit. Prepared insurance proposals and summaries, policy reviews and comparisons, invoicing and assisting Producers in renewal retention and marketing. Ordering and issuing policies, endorsements; verifying for accuracy. Working with assigned book of business with brokers and company underwriters. Reviewing policy audits for accuracy and facilitating collections as needed. Actively track and obtain policy renewals, applications and carrier quotes Show less

Personal Account Manager, Commercial Acct Technician

• Sep 2001 - Aug 2012

ACHIEVEMENTS: Researched new software systems, created underwriting manuals for personal lines department, researched individual company procedures, restructured filing system, implemented paperless work environment. PERSONAL INSURANCE SALES/PRODUCER: Advise clients on personal insurance coverage, report claims to company adjusters, supervised the receptionist and personal account managers, weekly compliance meetings with office management, minutes taken and distributed. Weekly Data Management… Show more ACHIEVEMENTS: Researched new software systems, created underwriting manuals for personal lines department, researched individual company procedures, restructured filing system, implemented paperless work environment. PERSONAL INSURANCE SALES/PRODUCER: Advise clients on personal insurance coverage, report claims to company adjusters, supervised the receptionist and personal account managers, weekly compliance meetings with office management, minutes taken and distributed. Weekly Data Management meetings followed by implementation and guidance of procedures to department personnel. Wellness program committee leader. ACHIEVEMENTS: Ranked #7 in new business sales for 2013 of 180 employees at Ansay & Associates organization. Trained as a “power user” for the Epic Applied Systems revision. I devised farm scheduled property spreadsheets and implemented farm insurance annual reviews and flood insurance issuance. ACCOUNT TECHNICIAN: Process Commercial and Personal Ins. endorsements, claims processing, assist Producers, issued Certificates of Insurance, renewals, new business in AMS360 and Applied Systems database, actively quote new and rewrite book of business. Show less ACHIEVEMENTS: Researched new software systems, created underwriting manuals for personal lines department, researched individual company procedures, restructured filing system, implemented paperless work environment. PERSONAL INSURANCE SALES/PRODUCER: Advise clients on personal insurance coverage, report claims to company adjusters, supervised the receptionist and personal account managers, weekly compliance meetings with office management, minutes taken and distributed. Weekly Data Management… Show more ACHIEVEMENTS: Researched new software systems, created underwriting manuals for personal lines department, researched individual company procedures, restructured filing system, implemented paperless work environment. PERSONAL INSURANCE SALES/PRODUCER: Advise clients on personal insurance coverage, report claims to company adjusters, supervised the receptionist and personal account managers, weekly compliance meetings with office management, minutes taken and distributed. Weekly Data Management meetings followed by implementation and guidance of procedures to department personnel. Wellness program committee leader. ACHIEVEMENTS: Ranked #7 in new business sales for 2013 of 180 employees at Ansay & Associates organization. Trained as a “power user” for the Epic Applied Systems revision. I devised farm scheduled property spreadsheets and implemented farm insurance annual reviews and flood insurance issuance. ACCOUNT TECHNICIAN: Process Commercial and Personal Ins. endorsements, claims processing, assist Producers, issued Certificates of Insurance, renewals, new business in AMS360 and Applied Systems database, actively quote new and rewrite book of business. Show less