Jameson Laura Smith CPCU, RPLU, AAI, AU, AIS

**** ***** *** ** #***, Newcastle, WA - 206-***-**** abhh7e@r.postjobfree.com

EDUCATION/LICENSES

Licenses:

Washington State Insurance Producer License (Property, Casualty,

Disability)

Alaska Producer License (Property, Casualty)

Designation/Degrees:

BA in Organizational Management, Northwest University (2009)

Chartered Property Casualty Underwriter (CPCU)

Registered Professional Liability Underwriter (RPLU)

Accredited Advisor in Insurance (AAI)

Associate in Underwriting (AU)

Associate in Insurance Services (AIS)

Certificate in General Insurance

Current Studies:

Dual Masters Program: MBA and MS in Leadership, Grand Canyon University

(graduate late 2011/early 2012)

Associate in Risk Management (ARM)

EXPERIENCE

2007-2011

HUB International Northwest, LLC

Account Manager

* Daily account management of book of business consisting primarily of

Contractors, but also including a variety of businesses. Account size

ranged from $1,000 - several million in premium. Responsibilities included

marketing and negotiating premiums, preparing proposals, processing

policies and endorsements, contract review, invoicing, and rounding out

accounts as appropriate

* Interacted with customers, underwriters, and producers through phone,

email, and meeting.

* Familiar with online rating systems of several insurance companies,

including Travelers, CNA, Zurich, and Allied.

* Served on Post-Renewal committee which refined procedures to be followed

once coverage is bound and also developed a checklist to be used in

checking policies. Taught class for Assistant Account Managers to review

General Liability, Workers Compensation, and Umbrella coverages.

* Use of Applied/TAM system

2004 -2007

American Insurance Associates, LLC

Senior Account Manager

* Broker from prior agency started her own company and asked me to come

with her to manage her accounts and help set up the agency, assisting in

the development of policies, procedures and workflows.

* Daily account management of Contractor accounts (ranging in size from

$10,000 - several million in premium) encompassing all lines of business,

including marketing, processing policies and endorsements, reporting and

monitoring claims, invoicing and resolving accounting issues.

* Providing customer service to clients via phone and meetings, responding

to questions, advising on risk management issues.

* Rounding out accounting by recommending new coverages that might be

helpful, selling policies as needed.

* Rating and issuing of policies using the rating software of various

insurance companies.

* Development of agency database, including data entry of all policy and

customer information.

* Training of new hires in both insurance and computer system.

* Use an Applied/Vision system, primarily paperless.

* Direct supervision of one assistant.

2003 - 2004

McDonald Insurance Group

Lead Customer Service Representative

* Daily account management of Contractor accounts, up to $500,000 in

premium size, encompassing all lines of business, including marketing,

processing policies and endorsements, reporting and monitoring claims,

invoicing and resolving accounting issues.

* Rated and issued policies using the rating software of various insurance

companies.

* Managed the work flow and professional development of two Customer

Service Representatives, who assisted me in servicing the book of business.

* Used Applied/TAM system, primarily paperless.

2003

Conover Insurance

Commercial Lines Account Manager

* Daily account management of various accounts, ranging is account size and

encompassing all lines of business, including marketing, processing

policies and endorsements, reporting and monitoring claims, invoicing and

resolving accounting issues.

* Rated and issued policies using the rating software of various insurance

companies.

* Used Applied/TAM system.

2001 - 2002

Acordia NW/Wells Fargo

Commercial Lines Account Manager

* Daily account management of assorted book of business (60% moving and

storage accounts), ranging in premium size and encompassing all lines of

business, including marketing, processing policies and endorsement,

reporting and monitoring claims, invoicing and resolving accounting issues.

* Rated and issued policies using the rating software of various insurance

companies.

* Used DELPHI system.

1998 - 2001

Hurley, Atkins & Stewart/USI Northwest

Commercial Lines Account Administrator

* Daily account management of Professional Liability for Architects and

Engineers, and on a limited basis Accountants and Attorneys, (accounts

ranging up to $500,000 premium size) including marketing, processing

policies and endorsements, reporting and monitoring claims, and resolving

accounting issues.

* Rated and issued policies using the rating software of various insurance

companies.

* Responsible for prospecting new "house" accounts (under $1,500 in

commission), from initial contact to closing, and overseeing service of the

"house" book of business.

* Increased the book of business 70% in one year.

* Member of quality management team for office, responsible for procedure

manual within department.

* Conducted department audits, gathered information and prepared reports

for home office regarding quality management.

* Coordinated and taught State-approved continuing education program for

the office, class size up to 10-15 students.

* Trained new department members.

* Used Applied/TAM system

1996 - 1998

Parker, Smith & Feek

Commercial Lines Assistant Account Manager

* Assisted two Account Managers in the daily account maintenance on

assorted book of business (primarily manufacturers and land owners),

ranging up to $1,000,000 and encompassing all lines of coverage, including

marketing, processing policies and endorsements, and reporting and

monitoring claims, and invoicing.

* Prepared certificate specifications for processing department.

* Prepared claims stratification reports.

* Used DELPHI system

1991 - 1996

Houston General Insurance Company

Agency Service Representative ( 1994-1996)

Policy Processor (1991-1994)

* Rated, coded and issued Business Owner policies in PMS Management System

(DOS based).

* Underwrote Business Owner policies within authority.

* Responsible for collecting data, calculating, and processing all General

Liability and Auto Liability audits for the branch office, as well as

coding audit information into PMS.

* Trained Oregon and Idaho offices in developing their own audit

departments.

* Typed and assembled insurance policies.

* Maintained policy form supply and updated policy manuals.

* Increased Washington office policy processing department from one

employee to a maximum of 4 employees, training all personnel.

* Trained Oregon office in developing their own policy processing

department

AWARDS/ACCOMPLISHMENTS

Finished first in class for BA in Organizational Management, Northwest

University (2009)

Held Washington Surplus Lines Broker License. McDonald Insurance Group

chose to allow my license to lapse at renewal. I passed the exam a second

time while at American Insurance Associates, but they were unable to get

the necessary bonds in place in order for me to obtain my license.

Independent Insurance Agents of America, Inc., National Award for Academic

Excellence in the Accredited Advisor in Insurance Program (1999) - scored

within the top three grade averages nationwide.

Voted Gold Level Employee, Houston General Insurance Company (one of top

three employees in company of approximately 400 employees) (1995)

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