ORA SMITH
*** ********* ****** ********* 630-***-****
Geneva, IL 60134 E-Mail: ********@***.***
QUALIFICATIONS
. Excellent communication skills. Ability to establish rapport with
insurance agencies' supporting staff, producers, brokers, and vendors.
. Provide client with best possible product at a competitive price.
. Knowledgeable in companies' binding, policy issuance and endorsements
requirements for all lines of insurance.
. Over 10 years experience in marketing and underwriting commercial
business through numerous carriers.
. Experience in developing profitable books of business, with 80-90%
retention on renewal business.
. Versatility to learn, adapt and assume new responsibilities.
PROFESSIONAL EXPERIENCE
VIOLA LASHLEY INSURANCE AGENCY, Westchester, IL 2010-2010
AMERICAN FAMILY
Sales Representative
Sold Life, Personal Auto and Homeowners insurance from February to mid-May,
2010. Agency closed in May - American Family cancelled agency contract.
J. M. WILSON CORPORATION, Arlington Heights, IL 2006-2008
Property & Casualty Underwriter
. Underwrite new and renewal commercial accounts for contracted agents.
. Process policy change and cancellation requests, ensuring complete
satisfaction.
. Review audits for accuracy, resolve disputes and ensure timely
payment.
. Attend business meetings and lunches to promote brokerage brand and
agent loyalty.
. Attend insurers' seminars, training classes and workshops to increase
process consistency and excellence.
BROOKE INSURANCE & FINANCIAL, Arlington Hts, IL 2004-2006
Vice President
. Market Commercial Lines business to existing and prospective clients.
. Complete annual review on existing accounts.
. Recommend additional coverages to insureds.
. Submit policy changes and cancellations to Underwriting Department for
processing.
. Review audits for accuracy, resolve disputes and ensure timely
payment.
. Process claims in a timely manner.
. Attend insurers' function to present agency objectives, resolve
problems and present marketing objectives.
Ora Smith Page 2
BUSCHBACH INSURANCE, Oak Lawn, IL 2002-2004
Property & Casualty Underwriter
. Quote new commercial accounts for contracted agents.
. Process agent bind orders on new and renewal quotes.
. Process policy change and cancellation requests in a timely manner.
. Review audits for accuracy, resolve disputes and ensure timely
payment.
. Attend insurer workshops to increase process consistency and
excellence.
. Markets: Burlington, First Financial, Colony, Interstate, Lloyds of
London, Scottsdale and Western World
ARTHUR J. GALLAGHER & CO, Itasca, IL 2000-2001
Senior Risk Management Representative - Scholastic Unit
. Market and service commercial accounts for universities and colleges.
. Submit policy changes and cancellation requests to insurance carrier
underwriter.
. Attend training classes and workshops to increase process consistency
and excellence.
. Accompanied agents on clients' visits.
. Act as liaison between client, insurer and executives at AJG.
AON ENTERPRISE INSURANCE, Lisle, IL 1998-2000
Commercial Lines Account Executive
. Manage large commercial book of small business accounts for AON
agents.
. Recommend additional coverages to insureds.
. Market accounts for renewal and answer insureds' coverage questions.
. Review audits for accuracy, resolve disputes and ensure timely
payment.
. Submit policy changes and cancellations to insurance carrier
underwriter.
. Submit claims to insurance carrier for processing.
. Resolve claim disputes between insured and insurer.
EDUCATION
De Paul University, Chicago, IL - Bachelor of Science in Commerce
CPCU - Completed 5 of 8 parts.
LICENSING
Insurance Producer License: Accident/Health and Life, State of Illinois
Insurance Producer License: Fire and Casualty, State of Illinois
REFERENCES
Available upon request.