Service Agent Account Manager
Resume:
Janice Durick
El Cajon, CA. *2020
OBJECTIVE:
I’d like to obtain a challenging position in Insurance with an emphasis on integrity, efficiency and lasting customer relationships, using my past experience as a base to grow in my new position.
EXPERIENCE:
Arthur J. Gallagher & Co. Visalia, CA.
02/2022 - Present
Senior Account Manager III, Commercial Lines
● Manage and renew a primarily non-standard, middle-market commercial lines book comprised of mostly non-profit organizations in the elder care field.
● approximately $11 Million in premium with average policy retention of 92.5%
● Extensive use of Epic, Acrobat, Office Suite
● Extensive use of proprietary rating systems for The Hartford, Nationwide, Chubb, Philadelphia Insurance, etc.
Kirk Miller Farmers Insurance San Diego, CA.
09/2020 - 05/2021
Senior Account Manager, Personal Lines
● Manage and renew a personal lines book of approximately $1.3 Million
● Average policy retention of 94%
● Monthly average new business written: $23,450
● Generated New business through cross sales and referrals
● Mastered all steps of Farmers insurance processes, Captive and brokered
● 3 time winner top salesperson of the month
Helped troubleshoot, improve and train service, sales processes Pacific Premier Insurance Associates, Inc. San Diego, CA. 12/ 2017- 6/2020 Commercial Lines Manager
● Returned to prior employer with Farmers as he needed a commercial lines manager at his new agency
● Manage and renewed a commercial book of 580 policies- small market, service heavy
● Average policy retention of 92.5%
● Book size doubled in last 2 years
● Generated New business through cross sales and referrals
● Mastered all steps of commercial insurance processes
● Online policy billing and endorsement systems including but not limited to: Guard, Mercury, Liberty, Hartford, Hanover QQ catalyst, Gmail, Excel, Slack used Mad Media, LLC/The Mint 400, LLC Oceanside, CA. 12/ 2013- 3/2020 Risk Manager
● Independent consultant for a TV/Video production company and the largest Off-Road Race in the US
● Acted as company representative with respects to spectator, racer, staff and vendor safety and carrier compliance on and off site
● Placed and Maintained: D.I.C.E Package policy, Workman’s Compensation, Errors and Omissions, Excess Liability, Comprehensive Event Coverage and Business Auto.
● Managed a team of 25 volunteers to collect 10k signed waivers for participants on and offsite
DJM Insurance Services El Cajon, CA. 03/2015- 12/2017 Commercial Lines Manager, Account Manager
● Renewed and serviced an existing commercial book with an average of 37 policies renewed per month
● Generated new business through referrals and cross-sales
● Learned the basics of commercial coverage and systems
● Streamlined internal processes which favorably impacted the bottom line.
● Systems used: Multiple online raters plus AMS 360, Adobe, Excel, Word, Gmail Farmers Insurance San Diego, CA. 02/2012 – 03/2015 Agency Owner, Service Agent
● Agency owner and salesperson/support staff for an independent agent.
● Positions required professionalism and a thorough knowledge of best business practices with attention to detail.
● Responsible for new client sales, cross-sales to existing clients, customer retention, basic office-management and administrative duties. GEICO Direct Poway, CA. 07/1999 – 02/2012
Insurance Agent, Service Mentor, Service Coach, Trainer, Supervisor, Quality Auditor and Performance Auditor
● Performed in progressively responsible positions during 13 years with GEICO, starting as an unlicensed agent and ultimately:
● Provided support and training to service department through training, mentoring, quality and process analysis
● Worked in a fast-paced environment requiring thorough knowledge of insurance law in multiple states
● Helped set company expectations for service
● Met and exceeded aggressive personal and team goals
● Wrote training material distributed company wide
● Winner, company-wide corporate Idea for Quality award, 2004 CERTIFICATIONS and LICENSES:
● Certificate of Basic and Advanced Supervision- GEICO DIRECT
● Life and Health: Agent- (Previously Held)
● Property & Casualty License CA, (WA, OR, UT, ID, NV, HI, AZ, MT Previously held): Agent/Broker
EDUCATION:
● High School Diploma
● Some work done toward a Degree in Business Communications References Available Upon Request
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