Autumn Nicholson Email & Phone Number

Hagerstown, Maryland, United States

Frederick, Maryland, United States

Lead, develop and train the Commercial Lines Service Team. Implement planning and development to maintain over 2500 accounts while providing an experience of excellence for clients. Utilize and create agency management systems. Create and design producer proposals and surveys for new and current clients.

Frederick, Maryland

Account Manager | Client Services IICreated and maintained accounts quoting, binding and presenting commercial Insurance. Created proposals, and issued and endorsed client policies. Processed loss runs and loss analysis. Provided client support services such as: Certificates of Insurance, claims support, and Interacting with carriers on behalf of clients.• Streamlined commercial lines insurance renewal process and distribution to allow for completion in an efficient manner which… Show more Account Manager | Client Services IICreated and maintained accounts quoting, binding and presenting commercial Insurance. Created proposals, and issued and endorsed client policies. Processed loss runs and loss analysis. Provided client support services such as: Certificates of Insurance, claims support, and Interacting with carriers on behalf of clients.• Streamlined commercial lines insurance renewal process and distribution to allow for completion in an efficient manner which shortened the process from weeks to days.• Implemented new communication process for clients enabling a better understanding of insurance requirements. As a result, improved the certificate of insurance process and created a turnaround time of 2 hours as opposed to the prior 2-5 day process.• Implemented and executed remote training and development program allowing the training and development of new employees without interruption during the COVID-19 "stay home" order of 2020. Show less

Frederick County, Maryland, United States

Loan Officer | Branch Banker III Opened business and personal accounts. Provided bank card and loan services. Identified lead generation for sales development through customer engagement. Implemented security procedures and risk management for clients and team members. .• Drove culture with a mission, vision and values based approach.• Attained and superseded sales goals by creating a team oriented vision with bank tellers.• Engaged in merchandising and marketing, providing the… Show more Loan Officer | Branch Banker III Opened business and personal accounts. Provided bank card and loan services. Identified lead generation for sales development through customer engagement. Implemented security procedures and risk management for clients and team members. .• Drove culture with a mission, vision and values based approach.• Attained and superseded sales goals by creating a team oriented vision with bank tellers.• Engaged in merchandising and marketing, providing the best of the best customer experience. Show less

Teller | Sales & Marketing Team LeadHandled cash and provided ATM servicing. Engaged customers, merchandised products, ordered supplies, and provided risk management and a positive customer experience.• Advanced to financial services position by driving sales and creating customer retention.• Tasked with leading the branch to develop marketing strategy for lending products which increased the branch sales and revenue.

Owner | Marketing Director | CEOOwned and operated a licensed insurance agency specializing in property and casualty, life and health insurance. Provided banking services such as; opening checking/savings accounts and bank cards, processing auto loans and managing mutual funds.• Created a successful sales environment with a team oriented approach. Also performed HR, accounting and business management processes. • Supervised and directed customer service operations to provide the… Show more Owner | Marketing Director | CEOOwned and operated a licensed insurance agency specializing in property and casualty, life and health insurance. Provided banking services such as; opening checking/savings accounts and bank cards, processing auto loans and managing mutual funds.• Created a successful sales environment with a team oriented approach. Also performed HR, accounting and business management processes. • Supervised and directed customer service operations to provide the best quality of service in the industry by creating and retaining a client base of over 1500 new clients. This was achieved by using strategic marketing, including lead generating and internet advertising. Show less

Classroom and field development to become an agent.

Regional Manager and Dealer Division Support (August 2010 – July 2013)Managed 13 corporate locations tracking and driving sales, launching new promotions, and working on team development. Managed sales metrics on a daily basis, via management team in each of the 13 locations in the market.• Created and implemented a regional management training and development resulting in the company implementing a corporate wide training for managers and associates. • Attained and assisted new… Show more Regional Manager and Dealer Division Support (August 2010 – July 2013)Managed 13 corporate locations tracking and driving sales, launching new promotions, and working on team development. Managed sales metrics on a daily basis, via management team in each of the 13 locations in the market.• Created and implemented a regional management training and development resulting in the company implementing a corporate wide training for managers and associates. • Attained and assisted new owners for the dealer program to grow the company footprint.• Organized and executed grand openings and ongoing customer appreciation events for each location. • Worked closely with vendor partners, Verizon Wireless and Dish Network, ensuring locations were 100% compliant with company branding and merchandising.• Created a company wide sales lead generation and customer follow up process that improved satisfaction ratings and increased sales.Store Manager (March 2000 – July 2010) Developed strong sales teams; recruited, interviewed, and hired top tier talent and directed continued training.• Created grass roots and traditional marketing campaigns driving business within the parameters of the advertising budget. Show less