Tara Ferguson

Commercial Lines Account Manager at Ragland, Strother & Lafitte Insurance Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Lewisville, Texas, United States, US

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Credentials

  • Property and Casualty Insurance License
    Texas Department of Insurance
    Mar, 2017
    - Oct, 2024

Experience

    • United States
    • Insurance
    • 1 - 100 Employee
    • Commercial Lines Account Manager
      • Sep 2023 - Present

      Managing a book of property & casualty accounts, ranging from real estate to restaurants. Managing a book of property & casualty accounts, ranging from real estate to restaurants.

    • United States
    • Truck Transportation
    • 1 - 100 Employee
    • Senior Account Manager
      • Jul 2021 - Sep 2023

      Handling a $5.5M+ book of business, account size ranging from $50k - $750k is my bread & butter. I am responsible for all aspects of client service including complete renewal workflow, endorsements, financing, invoicing, cancellations, rewrites, new business quoting & binding. I train and mentor junior account managers as well as manage one offshore associate who processes back-end items.

    • Insurance Account Manager
      • May 2019 - Jul 2021

      Independently serviced existing commercial accounts and quoted to bind new commercial accounts. Grew my $3M portfolio of clients to $5M over 8 quarters. There were challenges through this period of growth, but I never lost focus from our core value to provide clients with care beyond "just insurance".

    • Customer Service Representative Team Lead
      • May 2018 - May 2019

      Managed a team of 3 to maintain a book of business up to $12M, with focus on accounts of $10k-$100k in premium size. Was responsible for all aspects of servicing existing policies, as well as renewal and new business work flows. Conducted team meetings & one-on-ones to ensure deliverable timelines were met.

    • Customer Service Representative
      • Jul 2016 - May 2018

      Demonstrated coverage knowledge for General Liability, Auto Liability, Inland Marine, Equipment Floaters, Property, Workers Compensation & Occupational Accident policies. Serviced all aspects of existing policies and provided support for Producers on new business quotes. Assisted in reporting and mangement of new and existing claims.

Education

  • Stephen F. Austin State University
    Bachelor of Science - BS, Agricultural Business and Management
    2010 - 2015

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