Personal Lines Team Leader

Mary Allison Adams

PROFESSIONAL SUMMARY

Self-motivated insurance professional with experience in operations support, personal lines and as an underwriting assistant. Experience assisting underwriters with preparing and updating of various underwriting documentation. Strong leadership and communication skills.

TECHNICAL EXPERIENCE

MS Office (Excel, Word, Outlook, Teams), Insurance, Underwriting, Personal Lines, Agency Management Systems (AMS for Sagitta, AFW, AMS360, Applied Tam), Vision, EPIC, Oracle, CRM, All Scripts, PCC Data Management System, Vertafore, PL Rater PROFESSIONAL EXPERIENCE

LIBERTY MUTUAL/IRONSHORE, Weatogue, CT March 2019 – July 2024 Underwriting Assistant III - Job Level 11

(Excess Casualty, DCPL and Railroad Accounts)

• Booking & Transaction Processing.

• Policy Issuance and Endorsement processing.

• Quality Assurance (QA).

• Producer License Validating – Team Leader

• Assisted and supported Supervisor as a Team Leader with updating the job aids

(SOP), testing, training and mentoring.

BROOKS, TODD & MCNEIL INSURANCE, Torrington, CT Feb 2018 – Dec 2018 Insurance Assistant

• Rewriting renewal business through Vertafore, PL Rater.

• Branching over to carrier websites & navigating through to complete sale.

• Accurately issuing policies as quoted and providing application and other renewal documentation through use of DocuSign.

• Responsible for obtaining complete application and following up on issuance.

• Handling rewrites for non-pay cancellations as well as surplus lines accounts through brokers.

• Marketing efforts including maintaining agency customer retention and customer service functions.

DOWDING, MORIARTY & DIMOCK, INC, Vernon, CT Sep 2016 – Feb 2018 Account Manager, Personal Lines

• Manage book of business involving heavy phone work in a very fast-paced small office.

• Quote and issue new business.

• Process renewals, endorsements and premium payments.

• Maintain and prioritize daily activities involving a significant amount of computer processing through agency management system, multiple carrier websites and Microsoft Office.

• Consult clients regarding the handling of claims and delegating the services needed.

• Personal lines producer licensed.

GAP DUE TO FAMILY CARE

IFG COMPANIES, INC, Hartford, CT Jan 2014 – Nov 2015 Manager, Administration Services

• Rate new business opportunities.

• Contact broker for additional/missing underwriting information.

• Issue quotes and process binders.

• Review forms to be attached and insert correct fill in form wording.

• Assist underwriters with the preparation and updating of various underwriting documentation.

• Order risk control inspection if requested by underwriter.

• During the policy term, analyze and process endorsement(s) and/or other changes as instructed by underwriters.

• If necessary, calculate premium adjustments for premium bearing charges.

• Hiring, training, and performance reviews.

• Managed the administrations services department for clearing, rating, booking and policy issuance services for brokerage underwriting operation.

• Reviewed and updated existing procedures and processes to maximize inefficiencies.

• Worked closely with underwriting and product development staff to identify support needs.

• Worked with management to prioritize tasks and set goals and aid in testing new software applications prior to implementation.

BANC INSURANCE AGENCY, East Windsor, CT Oct 2007 – Dec 2013 Sr. Operations Support Assistant

• Supported C.F.O., C.O.O. and marketing manager in day-to-day agency operations.

• Involved with system conversion and creating paperless workflow.

• Trained staff on workflow, processing and utilization of the agency management system.

• Traveled out of state to partners to train on agencies management system & workflow process.

• Supported new business sales team in training and screening of all applications in order to keep compliance with insurance companies and insurance carriers.

• Managed and trained customer service staff with processing new business, policy endorsements, renewals, cancellations, direct bill invoicing and quoting of new business.

• Responsible for agency bill policy invoicing and reconciliation of the account payables and trained the controller to take over the process.

• Assisted marketing manager by creating a process to merge client lists for mass email marketing campaigns through CRM.

EDUCATION

ASCR Designation – Personal Lines

High School Diploma

Windsor High School, Windsor, CT

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