Data Entry Account Manager
Resume:
Patricia Starrett
Manchester, TN 37355
Career
Over a 45 year career span, I have had the opportunity to work in most areas of an independent agency. Beginning in personal lines, I soon wanted to expand to commercial and then to agency operations. I am familiar with accounting, commercial marketing and rating, personal lines marketing and rating, and bonds. Being a mentor to new and inexperienced insurance personnel has encouraged me to continue my own education in a conscientious effort to give them the correct information. I have earned a CIC designation and love taking additional classes to keep up with current trends, coverages.
Work Experience
New York, New York January 2018 - April 2018
Work at HOme Vintage Experts Account Assistant
Quoting, issuing policies online, documenting renewals and new business on AMS system. Phone call service completed and contact with insurance companies.
Knowledge of AMS 360 system and insurance company rating systems. Sell new accounts and assist producers with renewals and new business.
Learn underwriting requirements for each of the insurance companies
Keeping activities and Suspenses current.
New York, New York
Work at Home Vintage Experts December 2016 - November 2017
Commercial CSR
Data entry of new and existing accounts, Updates of customer information, detailing of policies, preparing new applications.
AMS 360 System data entry of policies, customer information, comparing new policies for correct coverage as requested.
Prepared new applications for producers
Issued certificates when required
McKinney, Texas
Powter Insurance Agency & GDP Advisors March 2014 - December 2016 Account Manager
Account Manager for large book of business exceeding $7,000,000 in Premium Volume. Accounts consisted of program business for fast food delivery, high technology accounts, construction accounts, manufacturing, recycling and main street accounts.
Marketing Applications Accounting Counseling Clients Premium Financing Training new Account Managers
Preparing Procedures for the Agency for New and Renewal Business Preparing and Implementing Loss Control on Large Accounts Assisting in Accounting, Collections and Corrections
Frisco, Texas
Carol Loper & Assoc Inc. dba CLA USA Executive March 2011 - January 2014 Assistant to President
Oversight of Producers and Account Managers for Small Agency Converted Agency from an Applied System to
AMS360 System Trained Accounts Managers and Producers in Company Appetites Conducted Sales Meetings
Introduced Producer Plus, Reference Connect and PL Rating to the Agency Developed New Markets Accounting and Collections
Under my direction we converted from Applied Doris system to AMS360. The conversion was successful with few problems. I arranged advanced training for employees so they were well versed on AMS360 before we went live.
Introduced Producer Plus to the agency, Reference Connect and PL Rating.
Bookkeeper suddenly resigned and I assumed her responsibilities for the accounting and well as managing the office. Developed new markets and target accounts to help the agency progress and become profitable
McKinney, Texas
Powter Insurance Agency August 2003 - October 2010
Operations Manager
I was responsible for agency operations and employees to effectively market new and renewal business. John and I managed a Master Pizza Delivery Association plan which included at one point as many as 1300 stores. During my tenure, two new agencies were purchased and merged into the current book of business. Agency system was upgraded from AFW Online to AMS360 successfully.
Developed a Procedures manual for an outsource Team located in China including training schedule which we are still using today.
I was involved in the development of new accounts, renewal accounts and new company markets in order to secure accounts.
Managed a largest book of business for the agency, completed employee evaluations, trained new producers and accounts managers.
Dallas, Texas
Roach, Smith & Hunter June 2002 - August 2003
Sr. Account Manager
I was a Senior Account Manager for a large book of business which consisted of Golf Courses, Manufacturing, Professional Liability for Medical Accounts and Apartment Complexes.
Marketing Accounting Bonding Applications Certificates
Dallas, Texas
Etheredge Insurance AGency Sr. Account Manager July 1998 - June 2002
Account Manager for various accounts including a large rental company located in all 50 states with over 2500 stores and 5000 vehicles.
Applications Collections Monthly reporting forms for Changes on large accounts Train new employees Dallas, Texas
Hilb, Rogal, and Hamilton Account Manager August 1996 - July 1998
The agency had just purchased another large agency and need to have the business converted to one carrier. I was in charge of underwriting and replacing this large book to Hartford Insurance Company. The conversion was completed in record time leaving me with a desire for a larger challenge
Marketing Collections Accounting Client Counseling Underwriting
Colorado Springs, Colorado March 1992 - August 1996
CBS Insurance Account Manager
I assisted a producer in selling, marketing, rating and proposing insurance to large commercial accounts. High technology accounts are prevalent in Colorado due to the clean air requirements. I worked on the Cray Super Computer account which is used government satellites. Denver Airport was under construction which brought me into the construction and bonding department
Marketing Applications Underwriting Bonding Rating online with various systems International Accounts
Acordia Insurance Group
Account Manager
Colorado Springs, Colorado August 1988 - August 1990
Account Manager for Large Accounts Producers with a variety of business including Gambling Casinos, fast food restaurants, construction and sports. This agent insured the US Olympics Center in Colorado Springs, Co along with several other tourist attractions.
Account Management Marketing Underwriting Rating Sales Collection
Computer Skills
AfW AMS360 Doris Excel Word SilverPlume EZLynx ISO Rating
Education
Certified Insurance Counselor, Management, Commercial Ins., Personal LInes,, National Alliance for Ins. Education, 1993 - 1993
Professional Designations & Certifications
CIC
Professional Associations
National Association of Professional Women
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