Manager Insurance
Resume:
Joanna Rauch-DeWees.
PO Box *****, Oklahoma City, OK 73146 • 405-***-**** • **********@****.***
P r o fi l e
Account Management and Marketing Professional with extensive experience in the insurance industry.
Expertise in key account management, development of new business, in-depth knowledge of insurance
products, agency policies and procedures, and insurance information systems. Strong organizational
skills and the ability to build rapport with personnel, customers and associates. Consistently meet
multiple dead-lines.
W o r k E xp e r i e n c e
2009 to present
International Insurance Brokers, Ltd., Tulsa, OK
Service Center Manager
Oversee standardized naming of all documents and electronic distribution of mail to entire office
●
Responsible for processing policies, endorsements, invoicing and mailing to insureds
●
Provide staff training on agency management system
●
Set up policy downloads with qualifying companies
●
Work with CFO on accounting projects
●
Develop workflow processes
●
Responsible for certificate of insurance issuance for account managers
●
2 0 0 5 to 2 0 0 9
International Insurance Brokers, Ltd., Tulsa, OK
Account Manager
Service large commercial lines accounts in transportation, school districts, contractors, and foundry
●
Worked closely with producer at renewal to develop marketing strategies
●
Prepared insurance proposals
●
2004-2005
Team Insurance Group, Tulsa, OK - Bought by International Insurance Brokers, Ltd.
Propety and Casualty Manager
Direct and manage the activities of commercial and personal lines to achieve established goals
●
Monitor performance, conduct effective reviews, appraisals and improvement plans
●
Coordinate with sales staff regarding placement of new business with carriers
●
Responsible for compliance with carrier contracts
●
Implement agency policies as established
●
Create, develop, and implement strategies to accomplish long-term goals
●
Support use of automated systems to improve service levels
●
2 0 0 2- 2 0 0 4
Rich & Cartmill, Oklahoma City, OK
Account Manager
Manage the marketing and servicing of commercial accounts, and prepare quotes for new business
●
Consult with insurance company representatives regarding available products
●
Schedule producer meetings and CSR training sessions
●
Guide producers in marketing accounts to qualifying companies
●
Involved in the training of Applied Agency Management System
●
Assumed the position of working with a producer who was developing a book of business and assisted
●
him with placing new business
Instrumental in bringing delinquent accounts up to date, focusing on proper coverage for client and
●
accurate database information
Joanna Rauch-DeWees.
PO Box 60189, Oklahoma City, OK 73146 • 405-***-**** • **********@****.***
2001-2002
Hilb Rogal & Hamilton, Inc., Oklahoma City, OK
Account Manager
Marketed and serviced large commercial accounts in construction, oil & gas, and financial institutions
●
Met with producers monthly to develop marketing plans for renewals, and followed up with
●
underwriters and insureds
Accompanied producers on appointments with clients
●
Prepared insurance proposals and invoiced all premium-bearing transactions
●
Served as member of the Workflow Committee to develop workflow procedures
●
1987-2001
Snipes Insurance Agency
Office Manager/Account Manager
Marketed and serviced all commercial lines accounts, consisting of a general mix with emphasis on
●
hospitals, physicians, HMOs, financial institutions
Reviewed accounts at renewal for proper coverage, correct classifications of business, and marketing
●
to other carriers for best pricing
Implemented new business/retention bonus program for CSRs, developed policy and procedure
●
manual, developed job descriptions, and trained personnel in paperless office procedures
Education
OCCC
Associate Degree Finance, 1990
Professional License/Certifications
License
Property & Casualty Insurance License - Oklahoma
Certificatons
CIC
CISR
R e fe r e n c e s
Available upon request
Contact this candidate