Experience

Hatch Agency, Inc.

• United States
• Insurance
• 1 - 100 Employee

• Fleet Marketing Manager

  • Oct 2017 - Present

  • Markets a commercial auto book of approximately 85 fleets. Written premium per account ranging from $50,000 up to approximately $1,500,000• Coordinates and gathers submission information to ensure proper placement of coverage in the time frame available for new business and renewal opportunities by assigned producers• Monitors status of quotes as they move through underwriting and rating process. In constant contact with brokers and companies to ensure all questions and inquiries are answered in a timely matter• Negotiates coverage and pricing required to ensure delivery of quotes on or before the established target dates• Maintain a working knowledge of carrier appetites, underwriting guidelines and the published rating programs for various carriers in the marketplace• Generates proposals, loss ratio spreadsheets, premium comparisons and all other required documentation to be presented by the producers• Arrange and lead bi-weekly meetings with the territory managers to address any underwriting changes for key accounts and discuss the current retention rates



WA Insurance Group / Winona Agency

• Commercial Lines Account Manager

  • May 2017 - Oct 2017

  • Responsible for managing a commercial auto book of business and assisting 5 producers with their accounts• Implements all renewal marketing, binding and processing for every corresponding document• Provides timely and accurate guidance and service to current and prospective policyholders• Cross-sell existing clients• Resolves customer issues and concerns through effective communication with various personnel at insurance companies represented by the agency• Generates proposals, certificates of insurance, binder and updates client information for policy changes as needed• Account reviews to maintain retention rates and continued growth with policyholders

• Account Manager

  • Sep 2011 - May 2017

  • Handles a book of approximately 200 accounts consisting of: Owner/Operators, primary non-fleet and fleets. • Primary liaison for 6 producers that supports and implements all renewal marketing, binding and processing for every corresponding document• Provides timely and accurate guidance and service to current and prospective policyholders• Exercise initiative and independent judgment to resolve complex issues• Resolves customer issues and concerns through effective communication with various personnel at insurance companies represented by the agency• Updates client information for policy changes as needed, generates binders and certificates of insurance• Account reviews to maintain retention rates and continued growth with policyholders



Burns & Wilcox

• Insurance
• 700 & Above Employee

• Underwriting Assistant

  • Feb 2009 - Sep 2011

  • Quote submissions and complete issuance activities, which require utilizing numerous programs to generate the issuance of all policy documents• Actively supports Underwriters on day to day tasks while providing input on all issues related to assigned accounts • Provides the tools and resources necessary to support retail agents in retaining their book of business • Monitor critical areas, such as loss ratio, costs, retention and new business hit ratio, formulating corrective action where necessary• Use cutting-edge technology to deliver high quality service to agents and agencies while efficiently resolving any agent discrepancies or concerns

• Account Manager

  • May 2000 - Nov 2008

  • Quote submissions and complete issuance activities, which require utilizing numerous programs to generate the issuance of all policy documents• Actively supports Underwriters on day to day tasks while providing input on all issues related to assigned accounts • Provides the tools and resources necessary to support retail agents in retaining their book of business • Monitor critical areas, such as loss ratio, costs, retention and new business hit ratio, formulating corrective action where necessary• Use cutting-edge technology to deliver high quality service to agents and agencies while efficiently resolving any agent discrepancies or concerns