Personal Lines Insurance Agent
Resume:
Erick Nauch
***** ***** *** **, ********, WA ****4
*****.*****@*****.***
SUMMARY: A dependable, dedicated insurance agent with self-motivation. Excellent leadership and project management skills. Seeking an opportunity to utilize my working relationships to further my professional growth. I desire the opportunity for development so I can apply my wide range of skills in a challenging and rewarding environment.
SKILLS:
Team and project leadership experienced.
Stellar customer service for high net worth clients.
High productivity, excellent quality and proactive follow-up.
Expert in marketing and customer risk placement.
Develop and implement training materials for highly technical sales and quoting programs.
Knowledgeable on a wide range of Microsoft tools and applications.
CAREER DEVELOPMENT Property and Casualty Licensed in:
CERTIFICATIONS, Washington Arizona California Colorado
APPOINTMENTS & Hawaii Idaho Illinois Indiana
EDUCATION New Mexico Oregon Utah
Certified Insurance Service Representative Elite (CISR Elite) Designee (2015)
Certified Insurance Service Representative (CISR) Designee (2012)
Pacific Northwest Applied Systems User Group President (2012)
Pacific Northwest Applied Systems User Group Vice President (2011)
Edmonds Community College, Edmonds WA (1991-1992)
Cascade Senior High School, Everett WA (1986-1990)
12/2011 to Present – Brown & Brown Insurance, Seattle
Insurance Agent and Advisor
Manage a personal lines book of business consisting of 700 clients, $1,750,000 in premium and an annual average retention of 98%.
Up font underwriting for new and additional lines of coverage for clients.
Promote and recommend optional coverage’s and additional products that best protects the client.
Develop new client business from referral opportunities and sources.
Actively solicit and follow-up on expired policies of existing clients for account development and cross sell opportunities.
Recommend coverage products to clients based on their change in risk or potential gaps in their existing policy.
Process renewals, endorsements, cancellations and changes for clients.
Re-market client’s insurance at the renewal of the primary policy so all policies have the same renewal date.
Create custom annual insurance summaries for high net worth clients.
Create training materials and aids for new employees on processes and procedures.
08/2004 to 12/2011 – Hub Insurance, Bothell
Insurance Account Manager and Team IT Coordinator
Process renewals, endorsements and cancellations for clients
Up font underwriting for new and additional lines of coverage for clients.
Recommend optional coverage and additional products available from carriers that best protect the client.
Train new employees on process and procedures of the firm.
Assist management in creating production reports in Excel for the personal lines department
Created customized template letters to increase processing efficiency of regularly used letters.
Designed and maintained the account manager’s rewrite journal, retention tracking sheet and cancellation report.
Provide technical support (i.e. creating user log-on passwords) for new employees with each carrier upon arrival.
Ran, tracked and analyze quarterly sales reports for department. Presented analyzed vital statistics to corporate and agency leaders.
07/1999 – 07/2004 – Safeco Insurance, Bothell WA
Insurance Gold Customer Service Agent
Provide tailored customer experiences for agencies clients.
Appointed liaison between the Gold Service Unit and Customer Service team. This role included updating each team on the different roles and tasks for each department and how they could work seamlessly to provide a better customer experience.
Process endorsements, cancellations and changes for clients over the phone or by e-mail.
Insurance Producer
Recommend and explain insurance coverage to clients inquiring about insurance and wanting to purchase coverage over the internet.
10/1998-07/1999 – Electromatic Sales and Service, Seattle WA
Heating and Air Conditioner Coordinator
Coordinate delivery and installation of air conditioning units and heating systems with onsite project managers.
Ordered air conditioning units, heating systems and parts for the installers.
04/1994-10/1998 – AirTouch Cellular, Bellevue WA
Territory Sales Manager
Meet monthly with agency owners and managers to review their prior month sales and strategize to increase sales.
Provide sales tools and tips on how to improve agency sales.
Train managers and sales staff with the latest products and price plans available in the market place.
Create custom sales tools highlighting latest promotions and offers.
Facilitate on-site training for agency partner’s new hires.
Created quarterly sales contest for retail sales associates.
Technical Skills: Proficient with Microsoft Word, Excel, PowerPoint, Outlook, Internet Explorer, Citrix, Applied TAM 10.8,
Adobe, IBQ
R
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