Insurance Data & Account Management Specialist

Kenya Duckworth

Arlington, TX ***** +1-317-***-**** ***********************@***********.***

Professional Summary

Seeking Full-Time employment that will allow professional growth. Work Experience

Account Executive

Acrisure LLC New York, NY

November 2023 to July 2025

• Managing a book of business $1 million including renewals, service, and relationship management.

• Developing strategies for clients’ insurance programs, evaluating risks, designing coverage, and making sure exposures are covered appropriately.

• Cross-selling additional products and services to existing clients, expanding accounts where possible.

• Renewal marketing and negotiation with carriers (insurance companies) to secure favorable rates and terms.

• Acting as liaison among clients, producers/brokers, carriers, and internal teams (claims, underwriting, account management).

• Reviewing contracts, managing RFPs (requests for proposals), ensuring compliance & regulatory matters, and doing mid-term risk reviews.

Agency Owner

GOOSEHEAD INSURANCE – DUCKWORTH AGENCY Indianapolis, IN October 2022 to October 2023

• Responsible for overseeing the business and financial management of day-to-day operations

• Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones. Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals. Insurance Plans (Auto, Fire, Liability, Home, and Life, etc.)

• Sell a variety of insurance products to individuals, realtors, and lenders, achieving a 25% success rate in selling extra coverage

• Customize insurance programs to suit individual customers, often covering a variety of risks

• Developed work process, organizational structure, management processes and administration processes.

• Hired, Trained, and managed staff

• Implemented efficient process for quoting, policy issuance, renewals, and claim processing.

• Established and maintained relationships with insurance carriers and underwriters.

• Develop and manage long-term customer relationships, scheduling and conducting and average of 10 weekly meetings with realtors and clients

• Document results and track trends for the purpose of business forecasting.

• Work with various carriers such as Mercury Insurance, The Hartford, Safeco, Travelers, USLI, Kemper & Kemper, Progressive, Elephant, Stillwater, Foremost, Chubb, ASI, Homeowners of America, National Lloyds, Bristol West, American Modern, National General, etc.

• Attended local networking events and industry conferences. Account Executive/Insurance Agent

A I KING INSURANCE AGENCY

October 2017 to September 2022

• Oversee ongoing account service activities

• Prepare monthly production and activity reports

• Manage/collect receivables in conjunction with Client Safety Management

• Meet regularly with executives to update, advise and inform.

• Process various documents such as policy audits, cancellations, and reinstatements

• Order various reports, loss runs, MVR” s and follow up for their receipts.

• Prepare Monthly Payroll, Enrollment Reports and Status reports for contractors

• Maintain a 94% Retention of Clients Accounts.

• Achieve or exceed target insurance sales quotas

• Inspect properties, examine general conditions, type of construction, age, and other characteristics to calculate insurance risks.

• Lead, present and participate in meetings with clients

• Maintain current Insurance Summaries on all accounts

• Update COW’s annually on all accounts

• Pursue opportunities to round out existing client programs with additional and/or increased lines of coverage.

• Deliver invoices and binders

• Manage all facets of renewal process

• Initiate clients contact and orchestrate renewal strategy meetings

• Gather renewal underwriting information

• Prepare all orders and instructions in the system as Client Administrator.

• Manage expiration lists

• Facilitate problem solving and collaboration with faced with client difficulties

• Focus the team on the internal and external client requirements, familiarizing them with client specification, work procedures and processes, quality standards, techniques and tools to support task performance

• Work closely with department Manage and Director of Safety to obtain necessary resources to support the team’s requirements, discuss project impediments, and to escalate issues which cannot be resolved by the team. INDIANAPOLIS

A I KING INSURANCE AGENCY INC Indianapolis, IN

October 2017 to September 2022

Participate in basic client services such as issuing Certificates of Insurance, Evidence of Property Insurance, Auto, Home, Umbrella, Boat, RV, and Life Insurance to new customers and upgrade policies for established customers. At the Accounts Executive direction order various endorsements from carriers, confirm changes to client, follow up for receipt of endow, verify their accuracy and deliver to client with the appropriate correspondence. Process various documents such as policy audits, cancellations, and reinstatement’s. Order various reports, loss runs, MVR’s and follow up for their receipt. Prepare Monthly Payroll, Enrollment Reports and Status Reports for contractors. Maintain a 94% Retention of Clients Accounts. Achieve or exceed target insurance sales quotas. Answer any questions or concerns policyholders have with their insurance claims. Input claims for Auto and Home incidents for customers. Explain features of policies and both advantages and disadvantages of various policies. Inspect properties, examine general conditions, type of construction, age, and other characteristics to calculate insurance risks. Customize insurance programs to suit individual customers, often covering a variety of risks. Send reminders of premium payments and notify customers of any changes. Approach potential clients by utilizing mailings and phone solicitation. Call clients to schedule insurance reviews and take inbound calls to update client records, uncover needs to offer other Personal Lines of Insurance. Develop a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation. Obtains Underwriting approval by completing application for coverage. Client Service Representative

Stericycle Indianapolis, IN

May 2017 to October 2017

My responsibilities include working in a contact center answering urgent and non-urgent calls for various Insurance companies. I submitted Property and Casualty Claims. Setup appointments for Mitigation and Restoration Companies for Emergency Homeowner Claims. Provide information and document interactions.

Insurance Agent

Access Insurance Indianapolis, IN

December 2005 to September 2016

Process new Auto Insurance policies and modify existing policies. Monthly budget quotas of $50,000 of new business. While obtaining 75 new policies by the end of each month. Also, verify the accuracy and completeness of information on insurance applications and related documents for company records. Maintain the relationship of new and existing customer accounts between Individuals and Businesses. Attended Monthly and Quarterly Meetings.

Career sales north of 2.3 million.

Quality Control Representative

Data Trace Indianapolis, IN

April 2003 to December 2005

My responsibilities were handling Indiana Counties: Marion, Hamilton, Tippecanoe, Howard, Cass, Lake and Porter. I compiled information for these counties. I provided quality assurance to back plant and go-forward postings. Researched documents for posting procedures, read, drew, and cut into maps, data entry for corrections and order processing for abstract services. Plat abstracting. Input data into a database and keep records of recordings. I also input information in system regarding Uniform Commercial Codes on a weekly, monthly reports and exception reports on the database that I received from vendors. Education

High school diploma or GED

Simeon Vocational High School Chicago, IL

Business Management (Associate)

University of Phoenix-Online Campus

August 2008 to May 2010

Skills

Financial services Property casualty insurance Underwriting Achieving sales targets Project management Salesforce Negotiation Insurance Sales Microsoft Excel Commercial insurance knowledge Presentation skills Recruiting Windows Productivity software Upselling Serving Office Management Marketing Technical Proficiency Call center agent experience Bartending Computer operation Typing - Average typing speed (1-60 WPM)

CRM Software Data Entry Solution selling approach Public relations Cold Calling Independent insurance agency experience POS Account Management Grammar Experience Closing sales Computer literacy Microsoft Outlook Operations manager experience Languages

English

Certifications and Licenses

Certified Notary Public

Notary Public

June 2014 to June 2024

Personal Lines License

Driver's License

Insurance Producer License

Health Insurance License

Property & Casualty License

Life & Health Insurance License

Accident & Health Insurance License

Enrolled Agent

A valid P&C License

Additional Information

Authorized to work in the US for any employer

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