BOBBI J. McGEE- ZAVALA

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Street, Suite 106, Box 368, Camas, WA 98607 303-***-****

OBJECTIVE

To benefit an organization that can utilize a dynamic and enthusiastic professional who offers a proven ability to excel in client relations and service while developing new business opportunities. QUALIFICATIONS

• Adept at establishing trust and credibility with clients and colleagues.

• Highly dedicated individual with well developed communication and organizational skills.

• Goal oriented; demonstrated record of achievement, leadership and hard work.

• Self-starter; works well independently or as a member of a team. PROFESSIONAL EXPERIENCE

Van Oppen & Co 2, Inc. 2014-Present

Account Executive/Service Team Leader– Environmental Consultants/Architects and Engineers

• Manage a $1M book of business.

• Hire, train and manage Service Staff, Service Desk and oversee all operations of the agency

• Developed Service Task Manual, New Business and renewal workflows

• Participate in Semi-Annual Risk Control Seminar offered to client and prospects

• Cross sell to round out client’s coverage

• Manage client’s servicing needs on a daily basis

• Work closely with underwriters as to their expectations on account quotations

• Prepare proposal documents for presentation to clients

• Instrumental in moving agency from TAM Agency Management System to EPIC HUB International Insurance Services 2011-2014

Account Manager – Energy & Construction

• Manage a $650,000 book of business with industry focus in the Energy Sector and Construction

• Participate in HUB’s National Energy Practice Group

• Participate in RFQ/RFP and Due Diligence process

• Cross sell to round out client’s coverage

• Recipient of HUB’s first ever “Excellence Award” for providing outstanding client customer service

• Manage client’s servicing needs on a daily basis

• Work closely with underwriters as to their expectations on account quotations

• Prepare proposal documents for presentation to clients IMA of Colorado, Inc. 2006-2011

Account Manager - Construction

• Analyze client’s exposures and loss information, identify problems, recommend solutions and evaluate outcomes.

• Coordinate the preparation of renewal submissions including gathering information, marketing and/or delivery of submissions to underwriters and coordinate strategy meetings and participate in client account review meetings.

• Review client’s Profit and Loss Statement and Claims Data for underwriting negotiation on renewals.

• Manage a $750,000 book of business.

• Manage client account servicing needs during the course of the policy year, including certificates of insurance, endorsement requests, premium discrepancies and solving coverage issues. BOBBI J. McGEE- ZAVALA (continued)

Schwander Insurance Services, LLC 2004-2006

Account Manager

• Hired to work with Agency Owner in establishing new start-up agency, managing and servicing new accounts D&O initially.

• Manage and service all aspects of servicing commercial client accounts including exposure review, update coverage specifications, bind coverage, and review carrier binders.

• Handle a $3 million book of business with accounts ranging from $2,000 to $100,000. Book consists of 50% D&O accounts and 50% technology, venture capital accounts.

• Prepare submissions for the marketplace, review quotations, negotiate premiums, terms and commissions, and participate in presentation to clients.

• Issue certificates of insurance, process invoices, review policies for accuracy, prepare Summary of Insurance, process endorsements and prepare applications.

Aon Risk Services, Inc. of Georgia 2002-2004

SE Healthcare Syndication Administrator

• Prepare underwriting submissions for the insurance marketplace.

• Work closely with Aon Service Center and Syndicators for annual insurance renewals. Provide additional underwriting data to the markets as it becomes available.

• Prepare proposals and summary comparisons to be included in overall insurance proposal for client review. Analyze client financials to determine profitability.

• Coordinate client renewal meetings with domestic and foreign markets. Participate in quarterly meetings with carriers on market-updates. Maintain knowledge of insurance marketplace.

• Effectively communicate with underwriters, clients and Aon staff. Additional Experience available upon request.

EDUCATION & TRAINING

Excelled in the following courses:

Western Business College, Associate Degree Construction Risk Insurance Specialist (CRIS) WA Property & Casualty License GL Rating

Program Management INS 21

Effective Presentations Principles of Management & Supervision COMPUTER EXPERIENCE

Advanced knowledge of: EPIC, Indio, TAM, Citrix, Sagitta, ImageRight, Windows, Word, Excel, PowerPoint, WordPerfect, Works, Lotus 1-2-3, Financial Profiles, Outlook, Lotus Notes, Lotus Organizer, Microsoft Project, Quicken, ACT, Access, and Paradox.

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