Experience

Alaska USA

• United States
• Financial Services
• 200 - 300 Employee

• Regional Insurance Manager

  • Mar 2007 - Present

  Recruit, train, and supervise local staff while providing ongoing communication to management regarding business and operational needs specific to the location. Collaborate with other departments within the to promote insurance sales and referral business. Represent & network in the community or through professional and trade associations as assigned. IT Liaison for field locations and primary contact on IT issues for regional operations. Manage the CRM process for new business as it relates to other automation systems. Prepare monthly management reports. Assist in the development and execution of the regional budget. Strive for agency efficiency and high levels of client satisfaction through continuous process improvement, monitoring work flows and effective utilization of automation. Maintain audits to assure compliance with agency procedures and policies. 8. Monitor expiration and renewal processes and manage the client review process. Perform insurance functions necessary to support the agency including claims, premium processing, file maintenance, policy changes, and renewals. Supervise the surplus lines process to include reviewing quotes, proposals and completing required forms as needed. Work to maintain low loss ratios through risk control practices & direct the implementation of loss reduction programs for clients utilizing company resources to improve insured’s risk. Perform reviews of client accounts to determine gaps in coverage. Cross sell other insurance products offered by the agency.



Homer Insurance Center

• Homer, Alaska

• Commercial Insurance Agent/Office Manager

  • Apr 2000 - Feb 2007

  Oversee the personal lines, Commercial Agent; quote, issue & maintain all new & renewal policies: Commercial Packages, BOPs, Charter Boat, Bonds, Work. Comp, ect Oversee the personal lines, Commercial Agent; quote, issue & maintain all new & renewal policies: Commercial Packages, BOPs, Charter Boat, Bonds, Work. Comp, ect