Rick James Adkins

Centerville, Ohio *****

815-***-**** • acu5lx@r.postjobfree.com

SUMMARY

Service and sales with twenty-five years of commercial insurance experience.

Effective at developing new business and retaining existing business.

Ability to engage with and understand client expectations and needs for maximum coverage at optimal cost.

Successful at identifying direct and unforeseen exposures ensuring customer retention and increasing company revenue.

Team builder and leader successful in training and motivating others.

Proficient oral and written communication with clients and industry personnel.

CAREER HIGHLIGHTS

Generated $168K in new business premiums in first year of prospecting new furniture retailers.

Retained 85% of renewal business for hardware and home improvement accounts with $1.2M annual premium.

Increased book of business 70% during a four-year period, to $1.2 million consisting of 50 to 60 accounts.

Promoted within 4 years from inside sales to outside account executive, managed Territory in 2 states.

PROFESSIONAL EXPERIENCE

BD Capital Partners Inc. dba: Guild & Landis Insurance Dayton, OH 2014-2015

CSR

Remotely supported a satellite agency located in Lexington, KY.

Provided service changes and renewal work-up for small commercial accounts $1,000 - $10,000.

Issued certificates, created Acord submissions, marketed and quoted risks, invoiced.

Usage of Applied agency systems TAM and EPIC.

Accessed other company sites to perform services: used daily - Motorists Mutual, EMC Insurance, and KEMI; also contacted - Liberty Mutual, Travelers, Grange, and wholesale brokerages.

Stassen Insurance Agency Inc. Woodstock, IL 2012-2014

Account Executive

Tasked with handling risks outside the agency’s focus of trucking insurance.

Quoted and bound new business from prospects: contractors, lessor’s risks, retailers, manufacturers.

Provided service changes and renewal workup of small commercial accounts $5,000-$25,000.

Usage of TAM Applied Agency System; on line systems with various carriers: Acuity, USLI, QBE, Liberty Mutual, Grange, Progressive; and complete Acord submissions to wholesalers and MGAs.

IIBS Integrated Insurance Brokerage Services Inc. North Aurora, IL

Consultant-Director, Production 2012

Managed and defined new insurance business opportunities targeting companies with annual sales of $1MM to $10MM.

Attained, organized, and submitted documentation to conduct risk analysis of client operations.

Provided exceptional professional customer service through face-to-face and phone communications.

Sourced industry periodicals and utilized business contacts and list to generate new leads.

AMBA Association Members Benefits Advisors Austin, TX

Independent Licensed Representative 2011

Exclusive endorsements from Illinois Retired Teachers Association and Chicago Retired Teachers Association.

Prospected 50-100 new customers daily, securing 3-5 appointments per week utilizing company supplied member and direct mail list along with continual follow-up on phone and in-person visits.

Sold 20 long-term cares, 4 cancers and 4 MASA travel insurance programs to residential customers by engaging and listening to customer needs and requirements, establishing trust, and gathering medical history to secure policy quotes.

Association Insurance Services Crystal Lake, IL

Producer and Account Executive 2009-2010

Offered an exclusive commercial insurance program endorsed by independent home furnishing associations

to furniture and interior design retailers.

Generated $168K in new business premiums with first year.

Utilized Accord applications, vehicle and drive lists, and account loss history to secure maximum coverage at lower than competitive price premiums.

Prospected new clients through furniture industry data base, industry periodicals and Internet searches.

Aon Risk Services, Inc. Glenview, IL

Senior Client Specialist 2007-2009

Managed and accountable for 32 multi-state and global accounts through daily servicing and renewal.

Received and processed policy information for the largest complex account renewal: over 1,000 liability and property certificates, and 3,000 auto identification cards.

Daily communication with domestic and overseas clients responding to coverage, policy changes, accounting inquiries and contract reviews.

Responsible for complete renewal process: initial coverage specification, exposures, and loss summaries to post renewals: policy summaries, schedules, and binders.

Utilized proprietary Aon business application software in addition to Microsoft Excel, Lotus Notes, and Word.

Member Insurance Agency Barrington, IL

Account Executive 1997-2007

Promoted within 4 years of hire to manage and service Illinois and Kentucky Territories for commercial insurance agency dedicated to hardware, lumber and home improvement retailers.

Increased new business by 70% resulting in a $1.2M Territory of 50 accounts; retained 85% of new business.

Resolved problematic accounts with integrity and clarity; gathered detailed information, evaluated coverage and exposures, provided solutions and resolutions to satisfy their needs.

Organized and managed company booth at True Value Trade Shows: contracts, booth set-up, and transportation, sales.

Trained new account executives on the agency’s propriety system, Applied.

Utilized Marshall & Swift building valuations, loss history analysis and detailed renewal reviews for retailer insurance application submissions.

EDUCATION and LICENSE

Bachelor of Arts, History and Political Science, Minor Business

Drake University • Des Moines, IA

Ohio Licensed Insurance Producer

Property and Casualty, Life and Health

CPCU 1

INS 21 Property & Liability Insurance Principles

INS 22 Personal Insurance

INS 23 Commercial Insurance

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