Theresa S. McGee CIC

*** ******** ******, **** *******, VT 05777: 802-***-**** ad1l76@r.postjobfree.com

Qualifications:

Extremely organized and detailed orientated licensed insurance agent.

Professional with a rich history of resolving complicated underwriting issued.

Research and analyze a high volume book of commercial insurance clients.

Cultivate relationships with insurance company representatives.

Educate clients on coverage and premiums.

Independent agent with a history of surpassing customer and employer expectations.

Dedicated sales and service expert.

Committed to customer/employer excellence, education is the key to the next generation of insurance professionals.

Versatile- in my 32 years in the insurance industry, there are limited tasks that happen in an insurance company or an insurance agency, on a daily basis that I have not had the opportunity to address.

Highly dedicated to elevating myself and my team to the next level of insurance knowledge through teaching and mentoring individuals to the next level in their insurance journey.

I know how to navigate AMS, AMS360 and EPIC and TrashFlow

Experience

September 2022- May 2023 The Cleaning Crew, The Killington Group and Red Duck Refuse

Receptionist for the Killington Group and executive for The Cleaning Crew and Red Duck Refuse.

Answer phones and provide answers for reservations

Transfer calls

Check in guests

Check out Guests

Answer guests questions

Cleaning Crew & Red Duck Refuse

Answer all customer questions, including when the pick-up was, what was picked up and what the charge was.

Sell and offer rates for service

Advise if a bear barrel was needed and where to obtain one.

Offer rates for pick-up

Sign up new customers. Also discontinue service if requested.

June 2021-September 2022 – Ross Insurance

Customer Service representative

Answered all phone calls, took care of all personal and commercial lines calls.

Assisted the producer with all accounts.

Took all payments. In person, over the phone and through e-mail.

Made the daily deposit at the bank.

Processed all questions in regards to an existing policy both personal and commercial, through walk-in, telephone and internet.

Processed all endorsements and changes on the carrier’s web-site.

Reviewing and researching commercial accounts ninety days prior to expiration and if necessary remarketing to ensure client received the most comprehensive and affordable renewal terms

Providing daily maintenance for commercial accounts including but not limited to : issuing certificates and cancellations and providing policy change requests.

Servicing of the producer’s book of existing and new business and prospective claims.

August 2020 – June 2021 – DB Warlick & Co

Commercial Insurance representative

Underwriting, quoting and issuing new business accounts independently.

Reviewing and researching commercial accounts ninety days prior to expiration and if necessary remarketing to ensure client received the most comprehensive and affordable renewal terms.

Providing daily maintenance for commercial accounts including but not limited to : issuing certificates and cancellations and providing policy change requests.

Servicing of the producer’s book of existing and new business and prospective claims.

May 2016- July 2020 NFP Property and Casualty Insurance

Senior Advisor – Select business unit.

Underwriting, quoting and issuing new business independently with a variety of insurance carriers. Starting a new unit at NFP (Select business unit – SBU) receive new business leads, nationwide that generated revenue of less that $5000. Created a commercial insurance portfolio. Reviewing existing coverages and leases, forensically analyzing coverages and exposures by providing a gap analysis to new and existing clients. Providing customer service excellence to clients and producers when necessary. I wrote $800K in new business in 2018 and wrote an additional $450K in new business for 2019. I also generated $300K in new business sales the 1st quarter of 2020.

Reviewing and researching commercial accounts 120 days prior to expiration, and if necessary remarketing to ensure client received the most competitive and comprehensive renewal terms.

Managing the SBU unit team. Training and educating the members of the team. Mentoring prospective additional employees to add to the SBU team. Staying on the cutting edge of technology.

Providing customer excellence #1 Priority. Educating, mentoring and sharing my insurance knowledge and experience with my collogues to enrich out interaction with clients and companies.

Recap – in the two short years I was with NFP I had a multitude or roles and responsibilities. If broken out it iss in excess of ten responsibilities overseeing and mentoring several employees of NFP including but not limited to a commercial account manager, producer and commercial coordinator. I was hired to start a new division at NFP for new business, however there was a desperate need to have me function as account manager and I was tasked with scrubbing a commercial book of business to separate offices. This required me to travel to each office once a week. I was then promoted to senior account executive, adding mto the above was now editing and servicing new incoming business from: VT, NH, ME & NY locations. In July 2018 my territory was expanded to include our three NY offices and various NJ offices.

2003-2016 Holden Financial Services, Inc.

Commercial Account Executive

Underwriting, quoting and issuing new business commercial accounts. Independently, with the producer and with outside producers.

Reviewing and researching commercial accounts 90 days prior to expiration and if necessary remarketing to ensure client received the most comprehensive and affordable renewal terms.

Provide daily maintenance for commercial accounts including but not limited to: issuing certificates and cancellations, auto ID cards and processing policy change requests.

Servicing of the producer’s book of existing and prospective clients.

1995-2003 Green Mountain Agency

Commercial auto/garage underwriter

Underwriting, rating, quoting and binding new business commercial accounts.

Reviewing, remarketing and maintaining commercial renewal accounts.

Offering exceptional education and service to the agent of record. Staying current with the industry trends.

1992-1995 Green Mountain Agency

Personal Lines underwriter

Underwriting, rating, quoting and binding personal lines accounts for: homes, mobile homes, motorcycles, snowmobiles, watercraft and personal autos.

Reviewing and maintaining personal lines renewal accounts.

Servicing an existing book of personal lines business.

1991-1992 Green Mountain Agency

Marketing representative

Created various marketing mailers.

Generated and maintained an active marketing mailing list for New England, New Created various marketing mailers.

Generated and maintained an active marketing mailing list for New England, New York and New Jersey.

Education

1991-1993 Castleton State College

2004 State of Vermont property & Casualty license

2005 Designation from the National Alliance: Certified Insurance Counselor

References

Barbara Hartmann – MMG Marketing Representative: 802-***-****

Holly Companion – Acadia small business underwriter – 802-***-****

Tina Dragon – NFP Personal Lines customer service reprehensive 802-***-****

Contact this candidate