Patricia Starrett

*** ****** ***** ****,

Manchester, TN 37355

931-***-****

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

Contact this candidate