Energetically innovative and professionally aggressive seasoned commercial insurance account-managing agent, with a dynamic client-focused skill set earned while wearing the "hat" as risk advisor, loss controller & claim mitigation liaison.
Armed and ready with an analytical mind that seeks a fast paced multi tasking environment to fully & wholeheartedly fill the role as an individual star &/or when needed fill a spot as a team player. Works well under pressure alone or in a group think tank environment of risk managing professionals of small to medium sized corporate accounts, protecting & promoting safe/sound business (financial) health.
Driven producer experienced in all aspects of account servicing, to include but not limited to initial account placement, policy renewals, insurance premium billing & payment processing, claims handling and collections.
high-level of negotiation in resolving claims/issues/problems to the satisfaction of all involved parties. Analytical and innovative problem solver possessing a significant record of achievement in account management as the primary account rep as well as support staff for lead account executives as servicing representative since 2006. Combined with a degree in Actuarial Science as well as possessing double minor's in Finance & Business Administration/Management and a keen ability to see “in to“, not just around” , the hurdles encountered from day to day resulting in more strategic resolutions for the well rounded-out accounts maintained..
Focused and dedicated insurance professional motivated to provide superior customer service and drive sales through cold calling, referred business of other existing accounts, strategic outside marketing activities, community action events & "self" branding/marketing/advertising.
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Introduced, developed & promoted a 27 year direct captive agency into a paperless IIAO recognized member independent agency that sought the best interest of the accounts represented and the clients held. During this time, commercial book of business growth for the newly re-vamped independent agency, commercial lines of business and fiduciary bond business, from $125,000 to $2 million in 3 years. Managed, promoted, marketed & serviced all commercial accounts as a one man team.
- Risk Management & Consulting.
- Commercial Insurance & Loss Prevention Safety Consultant, Work Place Safety Program.
- Development & Work-Site Wellness Initiative Educator.
- Assisted in the transferring of business as a 27 year captive Farmers agency into a fully independent and organized accredited IIAO agency member with Trusted Choice Developed & Maintained Commercial Insurance Department for newly revamped Independent Agency, with a proven growth of $1,875K consisting of commercial liability, workers‘ compensation,/employers liability, commercial property, commercial auto, inland marine, commercial surety & fiduciary bonding for small to mid-size business accounts.
- Application & Account Marketing, Loss Info/Run Promulgating, Claims handling/negotiating for all accounts.
- Mid term, end of term audit processing with the procurement of the requested financial information, record collection/preparation.
- Research & Development of SecurityCheck Inc and the procedures/services offered therein to Trak1 & Security Brokerage Inc, service offered to all accounts represented as a HR tool.
- ACT & Access database creation, Access macro/micro programming, research & data entry for mass mailings/data merging into templates created in excel/word, management/limited programming of SQL database.
- QuickBooks Management, Accounting .
- Accord form preparation, EasyApps Pro management, ACT database management.
- Bookkeeping, Accounting, Customer Service, Reception & Public Relations.
- Office Manager
Actuary Science, Finance & Business Administration & Management
Presidents Honor Roll, UCO College of Science & Mathematics Dean's Honor Roll
GPA; 3.5
- UCO Actuary & Insurance Club President, 2007-2009
- President of Beta Epsilon chapter of Gamma Iota Sigma, 2008-2009. Induction into Gamma Iota Sigma as OK chapter during the last year of presidency.
Accounting, ACT database programming & data entry, AgencyPro, Bookkeeping, Consultant, Consulting, Customer Service, data processing, Database, database management, Database management and programming, Educator, financial, forms, HR, Insurance, Loss Prevention, Marketing, Access, EXCEL, negotiating, procurement, Program Development, Programming, Public Relations, QuickBooks, Reception, Research, Risk Management, Safety, SQL, Multi-Task Management, Organizational Skills, Account Management, Accounts Payable/Receivable, Budgeting, Business Development, Client Relations, Cold Calling, Computer Literate, Computer Proficient, Creative Problem Solving, Credit and Collections, CRM Systems, Customer Needs Assessment, Product Development, Project Management, Reporting, Sales, Statement Billings, Lead Development, Marketing, MBA, Multi-Task Management,Data Collection, Data Entry, Documentation, Email, Executive Management Support, Problem Resolution, Process Redesign, Product Analysis, Product Development, Profit and Loss, Profit Generation, Project Management, Project Planning, Public Relations, Purchasing, Quality Management, Regulatory Affairs, Revenue and Market Expansion, Risk Management, Sales, Cost Reductions, Cross-Cultural Communications, Customer Relations, New Business Development, Operations Start-Up, Organizational Restructure and Change, Organizational Skills, Outsourcing, P&L Management, PC Competent, Market Analysis, Market Growth, Marketing, Matrix Management, MBA, Motivation, Multi million-dollar P&L Management, Negotiation Skills.
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School Attended
- University of Central Oklahoma - UCO
Job Titles Held:
- Commercial Insurance Account Consulting & Legal Assistant to Randy P. Conner, PLLC Attorney At Law
- Commercial Insurance Account Manager
- Administration & Executive Assistant
- Office Manager
Degrees
- Bachelors of Science
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