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