Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:

I am a committed professional with a comprehensive background in Commercial, Property & Personal Lines, Marine, and Worker Compensation insurance. I would like to continue on a career path in a field that offers a stimulating and challenging work environment, long term opportunities, and include lucrative incentives to reward growth and development. I have an outstanding interpersonal, facilitation, and communication skills. I am analytical, diligent, organized, and articulate.

  • Active 220 Property and Casualty Insurance License with the Florida Department of Insurance
  • Active 214 Life, Health and Variable Annuity Insurance License with the Florida Department of Insurance
  • CLCS - Commercial Lines Coverage Specialist
  • White Belt Lean Sigma Six
  • University of Colorado graduate
  • Broward County Start Up Quest graduate
  • Self-motivated
  • In-depth knowledge of markets and relationships
  • Excellent communication skills
  • Natural leader
  • Applied Systems (TAM) experience
  • Knowledge of AMS for Windows
  • Organized
  • Thrives under pressure
  • Property and casualty products
  • Commercial insurance
  • Long-term care expert
  • Complex problem solver
  • Excellent communication skills
  • Intern at Colorado State Capitol in Denver for Senator Richard "Dick" Mutzbaugh
  • Fort Lauderdale Mariners Club
  • 2012 Historian, 2013 Bos'n, and 2014 Activities and Events Chair
  • Fort Lauderdale Mariners Seminar volunteer
  • Shake-a-Leg Miami Boat Show Kick Off party planning committee and volunteer
  • Fort Lauderdale Sea Cadets Spruance Division - Advertising for cruise book and fund raising for organization and Wounded Warrior 5K run in Hollywood
  • Broward County Start-Up Quest Nov. 2014 3rd Place team winner

Underwriting Assistant, 11/2014 - Current
Crc Insurance Services, Inc. Sacramento, CA,

Assist underwriters in managing the PEO book, processing renewal business, and identifying potential poor performing accounts

Assist with internal administrative and compliance functions, such as Bureau Criticisms, ERM 14 forms, and Experience Modifications. Provides needed information to supporting business units, such as billing, policy services, legal and IT

Support underwriters with documents and workflow management for increased efficiency. Processed applications, corrections, endorsements, cancellations and assist with day to day operations of assigned accounts

Respond to inquiries and requests from agents, brokers and policyholders in a timely fashion

Account Manager, 01/2014 - 04/2014
Workable Boston, MA,
  • Assisted producer in marketing yacht insurance to all available carriers for new business prospects
  • Managed current book of business for renewals, marketing, and rounding out accounts to increase company profitability
  • processed applications, payments, corrections, endorsements and cancellations
  • Endorsements, crew changes, new purchases etc.
  • Made it a goal to call, write, and e-mail, four different current clients to confirm customer satisfaction
Marketing Manager/ Producer, 09/2008 - 01/2014
Hersha Hospitality Management, Lp Marina, CA,
  • Assistant to VP in developing and producing underwriting guidelines for Seawave Yacht, Prime Time Boat & Prime Time High Performance policies.
  • Managed staff of 8 underwriting assistants,CSR's and receptionist
  • Responsible for risk selection, underwriting, and managing agency relationships including marketing to new agents and the marine community nationwide
  • Build, develop, and nurture relationships with company underwriters-ACE,AIG, Chubb, Falvey, Lloyd of London, Travelers, XL.
  • Present an understanding of products and policies to agents and CSR's
  • Responsible for producing new business accounts
  • Attend trade shows (FAIA,PIA) and other Marine functions (Latin Agents, LIG meetings, Tampa Bay & Fort Lauderdale Mariners Seminar, Shake a Leg Miami Boat show kickoff party) to market new relationships and nurture existing
Client Relations Manager/Account Manager, 01/2007 - 09/2008
Setnor Byer Insurance And Risk City, STATE,
  • Managed small business accounts, generating 1.5 million in annual premium
  • Managed and administered policies for accounts under $50,000 in premium
  • Performed annual portfolio reviews with clients, as early as, 120 days prior to their renewals
  • Negotiated renewals, quote, analyze, up sell, cross sell, new business submissions, and prepare detailed and informed proposals
  • Knowledge of AMS for Windows
Steward, 04/2006 - 01/2007
Marsh USA, Inc City, STATE,
  • Summarize and analyze the comprehensive insurance program for affluent individuals and families
  • Set up annual client meetings and summary packages designed to monitor and review marketing updates, trends, and individual coverages that may have changed during the year
  • Knowledge of the Applied system, Microsoft Word, Excel, Power Point, and carrier web-sites
  • Maintain complete discretion of affluent clients personal information
Marketing Sales Specialist/Office Manager, 08/2002 - 05/2006
State Farm Insurance City, STATE,
  • Held highest level LSA (Licensed Sales Agent-LSA5) license.
  • Professionally provide day to day client services.
  • Managed a staff of 8 employees.
  • Organized, trained, and motivated for sales and service.
  • Responsible for growth of assigned book of business, as well as, client retention.
  • Reviewed existing client policies, evaluated, and recommended appropriate products and services.
  • Worked with Agent and Field Office Specialist to market prospective clients and/or multi- line existing.
Bachelor of Arts: International Affairs, Expected in
University of Colorado - ,

GPA: 3.74 Deans List, Presidents List, graduated with honors

: , Expected in
Hilda Tucker Insurance School - ,

220 and 214 License License #E033229

: , Expected in
Workers Compensation-10 hour IRMI - ,
Start-Up Quest: , Expected in
- ,

Team placed 3rd in final presentation

: , Expected in
- ,

CMIP - Commercial Marine Insurance Program

AMIM - Associate in Marine Insurance Management

CLCS - Commercial Lines Coverage Specialist

Sigma Six Lean - White Belt


United State Navy League

Fort Lauderdale Mariners

Fraternal Order of Police #31

PTA Fort Lauderdale High School

Fort Lauderdale Sea Cadets

Computer Skills

Proficient with Excel, Powerpoint, Microsoft Word, Outlook, AMS for Windows and Applied (TAM) systems.

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School Attended

  • University of Colorado
  • Hilda Tucker Insurance School
  • Workers Compensation-10 hour IRMI

Job Titles Held:

  • Underwriting Assistant
  • Account Manager
  • Marketing Manager/ Producer
  • Client Relations Manager/Account Manager
  • Steward
  • Marketing Sales Specialist/Office Manager


  • Bachelor of Arts
  • Start-Up Quest

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