Experience

AssuredPartners / Naught-Naught Agency
• United States
• Insurance
• 1 - 100 Employee
• Account Executive

  • Nov 2018 - Present


Twin Lakes Insurance Agency

• United States
• Insurance
• 1 - 100 Employee

• Commercial Account Executive

  • Feb 2015 - May 2018

  • Set up renewal activities • Prepare proposals for discussion with producer • Secure underwriting marketing information • Request supporting underwriting information • Assist accounting in the account reconciliation and collection process • Complete renewals from start to finish • Process certificates • Invoicing • Maintain customer relationships • Identify gaps in coverage • Cross sell • Review client contracts • Follow up on outstanding client… Show more • Set up renewal activities • Prepare proposals for discussion with producer • Secure underwriting marketing information • Request supporting underwriting information • Assist accounting in the account reconciliation and collection process • Complete renewals from start to finish • Process certificates • Invoicing • Maintain customer relationships • Identify gaps in coverage • Cross sell • Review client contracts • Follow up on outstanding client activities Show less • Set up renewal activities • Prepare proposals for discussion with producer • Secure underwriting marketing information • Request supporting underwriting information • Assist accounting in the account reconciliation and collection process • Complete renewals from start to finish • Process certificates • Invoicing • Maintain customer relationships • Identify gaps in coverage • Cross sell • Review client contracts • Follow up on outstanding client… Show more • Set up renewal activities • Prepare proposals for discussion with producer • Secure underwriting marketing information • Request supporting underwriting information • Assist accounting in the account reconciliation and collection process • Complete renewals from start to finish • Process certificates • Invoicing • Maintain customer relationships • Identify gaps in coverage • Cross sell • Review client contracts • Follow up on outstanding client activities Show less



RT Specialty

• United States
• Insurance
• 700 & Above Employee

• Account Executive- Property

  • Jan 2014 - Feb 2015

  • Type Quotes • Type Binders • Process Endorsements • Invoicing • Maintain customer relationships • Complete Surplus Lines Tax forms • Follow up on outstanding client activities • Update AIM • Type Quotes • Type Binders • Process Endorsements • Invoicing • Maintain customer relationships • Complete Surplus Lines Tax forms • Follow up on outstanding client activities • Update AIM



Westrope

• Insurance
• 1 - 100 Employee

• Property Account Specialist

  • May 2013 - Dec 2013

  • Type Quotes • Type Binders • Process Endorsements • Invoicing • Maintain customer relationships • Complete Surplus Lines Tax forms • Follow up on outstanding client activities • Update AIM • Type Quotes • Type Binders • Process Endorsements • Invoicing • Maintain customer relationships • Complete Surplus Lines Tax forms • Follow up on outstanding client activities • Update AIM



Haas & Wilkerson Insurance

• United States
• Insurance
• 1 - 100 Employee

• Account Manager

  • Jan 2011 - May 2013

  • Set up new business and renewal activities • Prepare draft proposals for discussion with producer • Secure underwriting marketing information • Request supporting underwriting information • Assist accounting in the account reconciliation and collection process • Complete renewals from start to finish • Process endorsements • Update Sagitta • Invoicing • Maintain customer relationships • Identify gaps in coverage • Cross sell • Review client… Show more • Set up new business and renewal activities • Prepare draft proposals for discussion with producer • Secure underwriting marketing information • Request supporting underwriting information • Assist accounting in the account reconciliation and collection process • Complete renewals from start to finish • Process endorsements • Update Sagitta • Invoicing • Maintain customer relationships • Identify gaps in coverage • Cross sell • Review client contracts • Follow up on outstanding client activities Show less • Set up new business and renewal activities • Prepare draft proposals for discussion with producer • Secure underwriting marketing information • Request supporting underwriting information • Assist accounting in the account reconciliation and collection process • Complete renewals from start to finish • Process endorsements • Update Sagitta • Invoicing • Maintain customer relationships • Identify gaps in coverage • Cross sell • Review client… Show more • Set up new business and renewal activities • Prepare draft proposals for discussion with producer • Secure underwriting marketing information • Request supporting underwriting information • Assist accounting in the account reconciliation and collection process • Complete renewals from start to finish • Process endorsements • Update Sagitta • Invoicing • Maintain customer relationships • Identify gaps in coverage • Cross sell • Review client contracts • Follow up on outstanding client activities Show less



Mullis Newby Hurst

• United States
• Insurance
• 1 - 100 Employee

• Insurance Services Representative

  • Apr 2008 - Nov 2010

  Commercial Insurance Agency primarily focusing on Commercial Construction accounts • Assist in managing construction insurance book of business • Prepare draft proposals • Process certificates • Check policies • Process Endorsements • Update AMS360 • Invoicing • Review client contracts • Cross sell • Follow up on outstanding activities Commercial Insurance Agency primarily focusing on Commercial Construction accounts • Assist in managing construction insurance book of business • Prepare draft proposals • Process certificates • Check policies • Process Endorsements • Update AMS360 • Invoicing • Review client contracts • Cross sell • Follow up on outstanding activities



Frost Insurance

• United States
• Insurance
• 1 - 100 Employee

• Small Account Manager

  • 2006 - 2008

  • Accountable for small book of business • Prepare quotes • Secure underwriting information • Bind coverages • Maintain customer relationships • Accountable for small book of business • Prepare quotes • Secure underwriting information • Bind coverages • Maintain customer relationships



Crow Engleman Johnson Insurance Agency

• Customer Service Representative

  • Jun 2002 - Aug 2006

  • Quoting coverages • Answering phones • Taking payments • Process mail • Maintain customer relationships • Quoting coverages • Answering phones • Taking payments • Process mail • Maintain customer relationships