Customer Service Insurance

Mary T. “Lisa” Hooter 210-***-****

San Antonio TX 78247 **********@*****.***

Professional Profile

A licensed insurance professional with over 17 years experienced in Commercial and Personal lines

insurance sales and customer service. Proven record of high production and customer retention.

Knowledge of Insurance laws and regulations.

Licenses

Texas Solicitor license Property & Casualty

Texas surplus line license

Professional Work Experience

David Ison Insurance Agency 2010 - 2013

Account Manager

• Managed a large book of personal lines and commercial accounts heavy in construction business.

• Maintained renewal retention by providing advice, renewal quotes, billing and binders.

• Explained features, advantages and disadvantages of various policies to promote sale of insurance

plans.

• Reviewed insurance contract requirements to satisfy certificate holders requirements and

updated policies as needed.

• Analyzed customer needs, classified business and completed applications for remarketing and

cross sells.

Marsh Commercial Business Center 2005-2009

Account Manager

• Licensed solicitor and surplus lines agent in every state.

• Interview prospective clients to obtain data about their financial resources and needs, the physical

condition of the person or property to be insured, and to discuss any existing coverage.

• Renewed commercial accounts including servicing the account after placement, growing client

relationships and rounding out accounts by cross selling other lines of business.

• Submitted accounts to market using carrier’s online rating systems to rate and bind business.

• Managed heavy telephones, emails and filed taxes.

USAA-General Agency 2002-

2005

Commercial Sales

• Quoting new business policies for retired military across the United States.

• Bound package policies, workers compensation, auto, inland marine and bond.

• Solicited referrals for other products offered by USAA such as personal insurance, life insurance,

bank membership, 401K plans, etc. increasing USAA cross sells.

Lisa Hooter, Page 2

Crump Underwriting Services 1999-

2002

MGA Broker

• Insured national accounts and managed a large book of commercial business.

• Placed the business that did not fit Hartford’s profile rollover business with surplus lines carriers.

• Earned authorization to write business direct with Scottsdale insurance.

• Managed tax filings with other Crump and Marsh offices for the agency.

Texas General Agency 1996-

1999

Commercial Underwriter

• Managed commercial book of business, sold alternative products to our agents where gaps in our

regular markets existed for large reinsured property, auto physical damage, inland marine

markets, pollution, and Employer Practice liability Insurance.

• Researched markets for hard to place business, quoting, process binders, policies and

endorsements with premium finance agreements for policy holders.

• Appointed underwriter for Lloyds of London and managed market for same.

• Trained others and supervised an employee in policy issuance

Education

BBA – Business Management

San Antonio, TX

Continuing Education

Maintained License Education Requirements

Insurance Courses 21, 22, 23

General Liability

Commercial Lines Gaps and How to Close Them

Auto and Property Coverage’s

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