Carisa L M. Email & Phone Number

Bradenton, Fl, Us

Holmes Beach, Fl

Holmes Beach, Fl

Tampa/St. Petersburg, Florida Area

Specializing in flood and private flood setup, maintaining growth for the company and the first to obtain the NFS Edge Private Flood contract with the NFIP Flood Pro contract for agency setup. Carrier growth included adding 12 state appointments to agencies if licensed, appointing National Accounts, adding Flood Only appointments and showing growth in 2017 in the private flood written premium amount from $120,000 in 2016 to $690,000 to 2017 alone. Largely responsible for building and… Show more Specializing in flood and private flood setup, maintaining growth for the company and the first to obtain the NFS Edge Private Flood contract with the NFIP Flood Pro contract for agency setup. Carrier growth included adding 12 state appointments to agencies if licensed, appointing National Accounts, adding Flood Only appointments and showing growth in 2017 in the private flood written premium amount from $120,000 in 2016 to $690,000 to 2017 alone. Largely responsible for building and maintaining the large national accounts, assisting in changing and coordinating the structure of the quoting platforms for which these agencies use. Working closely with DXC to test and change the Agency Link platform to better service large accounts. Responsible for on-boarding of new agents for multi-state support and setting up agencies in relevant supporting systems. This includes appointing licensing, Lexis Nexis support, Salesforce, DocuSign and all other data is complete and accurate across multiple systems. Show less

Ellenton, Fl

3731 S Tuttle Ave, Sarasota, Fl 34239

Specializing in insurance for high value properties, I have access to markets that offer outstanding protection. Flood insurance issues, rating, mapping and understanding guidelines. Proficient in the AMS Operating System & company rating systems.

2350 Fruitville Rd, Sarasota, Fl 34237

Specializing in insurance for high value properties, I have access to markets that offer outstanding protection to meet the needs of our clients. I have the expertise to understand the unique exposures present for my clients and service their insurance needs accordingly. Proficient in the Applied System & company rating systems.

Bradenton, Fl

Serviced over 2500 personal lines polices Extensive customer service background.Successful at rounding and retaining accounts.Proficient in quoting and binding with several companies withinthe state of Florida as well as excess & surplus lines. Strong referral sources and pro-active marketing skills.

Serviced over 5000 personal lines polices dailyExtensive customer service background.Successful at rounding and retaining accounts.Strong referral sources and pro-active marketing skills.Proficient in quoting and binding with over 30 personal line companies within the state of Florida as well as excess & surplus lines out of the state.

Assisting associates with input into MLS system, uploading photos and processing sales & listings into financial system Trident.Coordinated weekly newspaper advertising in 5 publications.Preparing escrow deposits and releases, as well as handling commission calculations for associates.Maintaining sales and listings files, price changes, expired listings, updating listing system.Maintain associate billing, office billing, monthly forecasting, review of financials &… Show more Assisting associates with input into MLS system, uploading photos and processing sales & listings into financial system Trident.Coordinated weekly newspaper advertising in 5 publications.Preparing escrow deposits and releases, as well as handling commission calculations for associates.Maintaining sales and listings files, price changes, expired listings, updating listing system.Maintain associate billing, office billing, monthly forecasting, review of financials & preparing expense reports Show less

Education record

Education record