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Property & Casualty Commercial Lines Manager/Director

 

 

Offering 20+ years experience in insurance industry, progressing to serve as Client Services Manager for past 8 years ~ Proficient in servicing a book of business, consulting with and counseling clients, providing competitive new insurance quotes, closing high-volume sales, and driving business growth through aggressive marketing/sales of existing policy renewals ~ Dynamic communication, presentation, problem solving, and relationship building skills; effectively forge strategic relationships with both clients and insurance carriers ~ Motivating leader who excels in hiring, training and directing high-performance teams committed to maximizing revenue and delivering world-class client servicing ~ Expertise in prioritizing, planning, assigning, and managing workflow to optimize use of resources and boost productivity ~ BBA Degree-Insurance Major

 

Career Highlights

 

Ø  Chartered Property Casualty Underwriter (CPCU)

Ø  Certified Insurance Counselor (CIC)

Ø  Kansas Association of Insurance Agents (KAIA) Technical Affairs Committee; 2008-2010.

Ø  Accident Fund Agents Council; 2006

Ø  Successfully managed two distinct insurance programs; 1998-1999

 

 

Client Services Manager, Willis North America                                                                            2002-Present

  Effectively steer client services operations, with accountability including hiring, training, and directing service staff while ensuring critical requirements/standards compliance; provide ongoing mentoring and guidance vital to boosting both individual and team performance

  Proactively develop, update and implement departmental procedures to optimize efficiency and quality in client servicing

  Strategically allocate and manage account assignments/workloads for maximum productivity

  Oversee invoicing for achievement of guidelines
Successfully cultivate and maintain productive relationships with insurance carriers as well as internal/external clients

 

Earlier Experience

 

Account Executive, Insurors & Investors, Inc.-Kansas City, MO                                             2001-2002
Account Executive, Charlton Manley-Lawrence, KS                                                                          1999-2001
Account Executive, Aon-Kansas City, MO                                                                                       1998-1999

Commercial Lines Manager, Gilbert Magill, Inc. (Hays Group)-Kansas City, MO                                1994-1998

Account Executive, Gilbert Magill, Inc. (Hays Group) -Kansas City, MO                                 1994-1996

Account Executive, Cady Insurance Agency, Inc. (Two Rivers Insurance Agency)-Burlington, IA          1987-1994

 

 

BBA Degree w/Insurance Major, University of Iowa