Amy Smith Email & Phone Number

United States

Charlotte, North Carolina Area

Commercial lines new and renewal account review. Profitability Project Work. New computer platform introduced and my team worked on review of the new business and assisted in improving the computer platform. Worked with off shore partners team on quality reviews and training. Able to meet deadlines while maintaining a better than average quality result. Agent communication and discussion of accounts and actions taken. Team building with off shore partners and internal departments.

301 E Woodlawn Rd Suite 2, Charlotte, Nc 28217

Hire as part time sales and went fulltime within the first year. Promoted to Office Manager within 3 months. Successful auto sales and Homeowners Sales Champion. Oversee four full time sales agents and clerical support.

Supported two underwriters, reviewed and rated renewal offers, reviewed and processed completed inspections, completed endorsement and cancellation requests.

Charlotte, North Carolina Area

Consulting firm offering legal services. Provided administrative support for consultants and graphic designer. Created reports and client presentations. Oversaw and managed temporary help: created schedules, distributed work load, managed time.

Charlotte, North Carolina Area

Hired as an Underwriting Assistant and promoted to Account Executive after 6 months. Commercial Lines worked with a variety of different lines of business. Rating, quoting and binding new and renewal business and customer service on accounts.

Charlotte, North Carolina Area

Provided support to Regional Vice President of Charlotte office and Vice President of Personal Lines Department. Worked with the sales managers and trainers on meeting events and continuing education classes. Worked with Microsoft Office (Excel, Word, Outlook, Visio, Power Point). Received a Bravo Award for excellent work on Company sponsored training classes.

Matthews, North Carolina

Assigned to work on a project to remodel the Sister Store program to reflect the Company’s new Urban Strategy. Worked on a team that handled the planning of Grand Opening celebrations and giveaway items provided by vendors. Produced weekly and monthly reports to review new store sales and inventories. Promoted from Executive Secretary/ Store Operations Department. Provided support to assigned Vice President in sales department. Produced weekly reports that reflect problem sales markets, inventory issues, store incidents, sales and payroll results. Handled customer service calls about issues in the stores.

Cornelius, North Carolina

Supported office and field employees. Created reporting for weekly progress reviews. Customer service for clients and employees. Helped oversee the move of our office from Charlotte NC to new facility in Cornelius, NC.

Charlotte, North Carolina Area

Personal Lines Department. Teamed with a very knowledgeable and long term underwriter. Assigned to work with several large personal lines agency in the Charlotte area. Worked with rating new and renewal business, customer service.