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Customer Service Sales

Location:
Essex, MD, 21221
Posted:
October 26, 2010

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Resume:

Lisa Dotson

Baltimore MD *****

443-***-**** abijuy@r.postjobfree.com

Career Summary: Highly motivated Insurance Professional with 13 years of experience

in Brokerage, Commercial Auto, Personal Auto, and Homeowners.

Success in the industry achieved by providing excellent customer service;

having a strong work ethic; and great work relationships with carriers, agents,

and policyholders. 2004 Allrisks Ltd Spirit Award Co-winner .

Professional Experience

Allrisks Ltd. 2000-2010

Associate Broker (GL, Property, Professional, and E&O) 2006-2010

. Formalized renewal process contacting agents 90 days in advance to secure

renewal information in a timely manner to provide best renewal terms.

. Provided support to 2 Brokers. Assisted them in acquiring new business quotes.

Team of 4 serviced $28 million book of business.

. Administratively responsible for policies from binding to renewal.

Account Executive (Commercial Auto) 2003-2006

. Reviewed Commercial Auto (Garage, Public, Towing, Trucking, Business Auto)

new business and renewals. Quoted per authority granted by carriers.

. Supported Underwriting Manager/Senior Underwriter of the Department

by maintaining her renewal book of 1.6 million in premium with a 79.5%

renewal retention. Wrote $ 444,463 in retained premium for new business.

. Bound coverage and resolved service issues affiliated with maintaining

book of business.

Underwriter (Commercial Auto) 2001-2003

. Reviewed/quoted/bound new business and renewals. 1.1 million in

premium for new business and 1.6 million in premium for renewals with a

retention rate of 82.8%.

. Monthly marketing visits to Retail Agents.

. Exceeded sales goals and qualified for President’s Club 2002 & 2003 trip.

Underwriting Assistant (Commercial Auto) 2000-2001

. Serviced accounts including binding coverage, rating/processing endorsements,

handling billing inquiries/discrepancies, pulling loss runs, and issuing certificates.

Zurich/Farmers Insurance 1997-2000

Customer Service Representative (Personal Auto/Homeowners)

. Provided policy servicing and billing assistance to agents and policyholders.

Policy servicing included adding/deleting drivers, adding/deleting vehicles,

adding/deleting coverage endorsements, changing values of autos, and

changing policy limits within company guidelines.

Education

. Hagerstown Junior College (Now Hagerstown Community College)

Courses taken in Business Administration toward AA degree

. Property & Casualty License 1999

. AU Designation (AU65, AU66, and Ins 23) 2004

. Garage Risks Training with AAMGA University 2002

. CIC Commercial Property Class 2006

. CIC Personal Lines Class 2006

Professional Accomplishments

. President’s Club Sales Trip 2002 & 2003

. Spirit Award Co-winner 2004

. All Risks Leadership Participant 2005

References available upon request



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