Account Manager

• Jul 2014 - Aug 2017

--Provide support for several producers in preparing applications for submission to carriers for insurance quotes as well as online quoting. --Work in conjunction with Professional Employment Organization in managing and servicing client insurance needs. --Manage and service client accounts in processing changes, issuing certificates and invoicing premiums. --Input and update client information in agency management system. --Process policies and endorsements. --Provide support for several producers in preparing applications for submission to carriers for insurance quotes as well as online quoting. --Work in conjunction with Professional Employment Organization in managing and servicing client insurance needs. --Manage and service client accounts in processing changes, issuing certificates and invoicing premiums. --Input and update client information in agency management system. --Process policies and endorsements.

Account Manager

• Feb 2013 - Jul 2014

--Provide support for several producers in preparing applications for submission to carriers for insurance quotes as well as online quoting. --Manage and service client accounts in processing changes, issuing certificates and invoicing premiums. --Input and update client information in agency management system. --Process polices and endorsements --Provide support for several producers in preparing applications for submission to carriers for insurance quotes as well as online quoting. --Manage and service client accounts in processing changes, issuing certificates and invoicing premiums. --Input and update client information in agency management system. --Process polices and endorsements

Account Manager / Office Manager

• Sep 2011 - Feb 2013

-- Manage & Service entire agency commercial accounts consisting of 75 clients generating $10,000,000 in premium mainly in the Oil & Gas industry. -- Process policies and endorsements. -- Submitting applications to carriers for quotes -- Process payments received & ensure deposit has been made to agency account. -- Work with accounting department to ensure companies have been paid -- Process claims -- Process certificate of insurance -- Manage daily operation of entire… Show more -- Manage & Service entire agency commercial accounts consisting of 75 clients generating $10,000,000 in premium mainly in the Oil & Gas industry. -- Process policies and endorsements. -- Submitting applications to carriers for quotes -- Process payments received & ensure deposit has been made to agency account. -- Work with accounting department to ensure companies have been paid -- Process claims -- Process certificate of insurance -- Manage daily operation of entire agency -- Manage & Train staff -- Order agency supplies as needed -- Work with IT and vendors regarding agency operationsp Show less -- Manage & Service entire agency commercial accounts consisting of 75 clients generating $10,000,000 in premium mainly in the Oil & Gas industry. -- Process policies and endorsements. -- Submitting applications to carriers for quotes -- Process payments received & ensure deposit has been made to agency account. -- Work with accounting department to ensure companies have been paid -- Process claims -- Process certificate of insurance -- Manage daily operation of entire… Show more -- Manage & Service entire agency commercial accounts consisting of 75 clients generating $10,000,000 in premium mainly in the Oil & Gas industry. -- Process policies and endorsements. -- Submitting applications to carriers for quotes -- Process payments received & ensure deposit has been made to agency account. -- Work with accounting department to ensure companies have been paid -- Process claims -- Process certificate of insurance -- Manage daily operation of entire agency -- Manage & Train staff -- Order agency supplies as needed -- Work with IT and vendors regarding agency operationsp Show less

Quality Control Manager

• Sep 2009 - Sep 2011

Inspect and identify discrepancies of over 100 commercial accounts, policies, endorsements, and audits prior to their release to the customers. - Process all commercial account downloads through varies companies. - Assist account managers with policies in meeting deadlines and updates. - Invoice policies to ensure payment - Process certificate of insurance Inspect and identify discrepancies of over 100 commercial accounts, policies, endorsements, and audits prior to their release to the customers. - Process all commercial account downloads through varies companies. - Assist account managers with policies in meeting deadlines and updates. - Invoice policies to ensure payment - Process certificate of insurance

Account Manager

• Jun 2004 - May 2009

-- Manage large commercial accounts, majority of which, consists of contractors generating over 3 million in premiums. -- Remarket and renew accounts utilizing proven techniques to increase business revenues. -- Work as a team with the producer and two other account managers to ensure the best coverage for our clients. -- Manage large commercial accounts, majority of which, consists of contractors generating over 3 million in premiums. -- Remarket and renew accounts utilizing proven techniques to increase business revenues. -- Work as a team with the producer and two other account managers to ensure the best coverage for our clients.

Account Executive

• Jun 2002 - Jun 2004

Manage large, medium, and small commercial accounts generating over 1.8 million in premiums. -- Remarket and renew accounts utilizing proven techniques to increase business revenues. -- Work as a team with four other account executives to ensure the best coverage for our clients. Manage large, medium, and small commercial accounts generating over 1.8 million in premiums. -- Remarket and renew accounts utilizing proven techniques to increase business revenues. -- Work as a team with four other account executives to ensure the best coverage for our clients.

Sales/Marketing Manager

• Jan 1999 - Jan 2002

-- Manage new business sales for the San Antonio area. -- Manage a team of 5 highly motivated producers, tracking productivity and sales quotas. -- Analysis and Negotiate between Company Underwriters and agency. -- Provide monthly production reports to COMPASS senior managers. -- Compile new business sales and incentive spreadsheets. -- Prepare proposals and underwrite new business risks. - Programs Director, Automotive Wholesalers of Texas (AWOT) & Automotive Association of… Show more -- Manage new business sales for the San Antonio area. -- Manage a team of 5 highly motivated producers, tracking productivity and sales quotas. -- Analysis and Negotiate between Company Underwriters and agency. -- Provide monthly production reports to COMPASS senior managers. -- Compile new business sales and incentive spreadsheets. -- Prepare proposals and underwrite new business risks. - Programs Director, Automotive Wholesalers of Texas (AWOT) & Automotive Association of Service Provider (AASP) accounts Show less -- Manage new business sales for the San Antonio area. -- Manage a team of 5 highly motivated producers, tracking productivity and sales quotas. -- Analysis and Negotiate between Company Underwriters and agency. -- Provide monthly production reports to COMPASS senior managers. -- Compile new business sales and incentive spreadsheets. -- Prepare proposals and underwrite new business risks. - Programs Director, Automotive Wholesalers of Texas (AWOT) & Automotive Association of… Show more -- Manage new business sales for the San Antonio area. -- Manage a team of 5 highly motivated producers, tracking productivity and sales quotas. -- Analysis and Negotiate between Company Underwriters and agency. -- Provide monthly production reports to COMPASS senior managers. -- Compile new business sales and incentive spreadsheets. -- Prepare proposals and underwrite new business risks. - Programs Director, Automotive Wholesalers of Texas (AWOT) & Automotive Association of Service Provider (AASP) accounts Show less

Sales/Marketing Manager

• 1999 - 2002

Prepare and Review proposals-Service, Issue, Invoice, Collect, and Bill clients polices. -- Underwrite new business -- Manage office budget, supply, and equipment accounts. Prepare and Review proposals-Service, Issue, Invoice, Collect, and Bill clients polices. -- Underwrite new business -- Manage office budget, supply, and equipment accounts.

Sales/Marketing Manager

• 1999 - 2002

Manage and Service over 800 Garage Accounts (AWOT and AASP). -- Utilized Agency Management System Program to compile monthly production reports. -- Compile client data for standard and nonstandard markets; propose quote to client for acceptance. -- Provide monthly reviews for renewal accounts; review over 40 garage renewals monthly. -- Responsible for collecting payments, invoicing client billing; invoice over 60 clients monthly. -- Submits client claims request. -- Prepare… Show more Manage and Service over 800 Garage Accounts (AWOT and AASP). -- Utilized Agency Management System Program to compile monthly production reports. -- Compile client data for standard and nonstandard markets; propose quote to client for acceptance. -- Provide monthly reviews for renewal accounts; review over 40 garage renewals monthly. -- Responsible for collecting payments, invoicing client billing; invoice over 60 clients monthly. -- Submits client claims request. -- Prepare proposals and underwrite automotive new business risks. Show less Manage and Service over 800 Garage Accounts (AWOT and AASP). -- Utilized Agency Management System Program to compile monthly production reports. -- Compile client data for standard and nonstandard markets; propose quote to client for acceptance. -- Provide monthly reviews for renewal accounts; review over 40 garage renewals monthly. -- Responsible for collecting payments, invoicing client billing; invoice over 60 clients monthly. -- Submits client claims request. -- Prepare… Show more Manage and Service over 800 Garage Accounts (AWOT and AASP). -- Utilized Agency Management System Program to compile monthly production reports. -- Compile client data for standard and nonstandard markets; propose quote to client for acceptance. -- Provide monthly reviews for renewal accounts; review over 40 garage renewals monthly. -- Responsible for collecting payments, invoicing client billing; invoice over 60 clients monthly. -- Submits client claims request. -- Prepare proposals and underwrite automotive new business risks. Show less

District Training Administrator Assistance

• Jan 1992 - Jan 1999

-- Provide training for 29 local Insurance Agents. -- Issues policies and procedures, endorsements, and correspondence to all insurance Agents. -- Provide Quality Assurance on all policies written by Insurance Agents. -- Performs Field inspections on homes, automobiles, and commercial buildings, and provide quotes for coverage. -- Provide training for 29 local Insurance Agents. -- Issues policies and procedures, endorsements, and correspondence to all insurance Agents. -- Provide Quality Assurance on all policies written by Insurance Agents. -- Performs Field inspections on homes, automobiles, and commercial buildings, and provide quotes for coverage.

Branch Manager

• Jan 1988 - Jan 1991