Tara Ferguson
Commercial Lines Account Manager at Ragland, Strother & Lafitte Insurance Advisors- Claim this Profile
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Bio
Credentials
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Property and Casualty Insurance License
Texas Department of InsuranceMar, 2017- Oct, 2024
Experience
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Ragland, Strother & Lafitte Insurance Advisors
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United States
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Insurance
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1 - 100 Employee
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Commercial Lines Account Manager
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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.
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TCL Insurance - Transportation Insurance Specialists
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United States
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Truck Transportation
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1 - 100 Employee
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Senior Account Manager
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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.
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Insurance Account Manager
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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".
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Customer Service Representative Team Lead
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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.
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Customer Service Representative
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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.
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Education
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Stephen F. Austin State University
Bachelor of Science - BS, Agricultural Business and Management