Implement training programs for new hires and existing employees and maintain the quality and accuracy standards of policies and other client documents. Develop strategies and materials to suit multiple learning styles and document employee development progress. Develop, implement, and monitor procedure manuals for entire agency to accompany workflows for the agency management system. Configure user options as needed. Assist in developing company-wide quality assurance standards that are adopted across multiple departments, resulting in improved consistency and performance metrics. Audit workflows in Applied Epic, CSR24, and Indio. Manage timelines effectively to ensure all projects meet or exceed agency expectations without sacrificing quality standards.

Managed commercial lines accounts by servicing, perfecting the renewal process, and building positive relationships with all of my clients. Worked with multiple producers on new business marketing and negotiated with company underwriters to get the best coverage. Streamlined policy renewals for timely processing, ensuring continuous coverage for clients. Improved account retention rates with exceptional customer service skills and prompt issue resolution.

Write and edit insurance articles and blogs utilizing exceptional writing and editing skills. Review already written insurance articles and blogs for accuracy using industry expertise. Social media management and coordination.

Streamlined policy renewals for timely processing, ensuring continuous coverage for clients. Improved account retention rates with exceptional customer service skills and prompt issue resolution. Negotiated competitive insurance rates with carriers, maximizing value for clients.Provided informed guidance to assist clients in choosing commercial insurance products to suit their small to mid-sized business needs. Conducted comprehensive policy reviews to identify gaps in coverage and recommend appropriate adjustments. Strengthened client relationships by providing regular updates on policy changes, industry trends, and risk mitigation strategies.