- Responsible for oversight and strategic plan for current book and new business which stretches from Boston down to Washington DC- Provide leadership to Unit which includes goal setting, accountability and mentorship- Management of Unit financial results to include expenses and profit- Deep understanding of client relationships both internal and external- Development of Unit Standard Operating Procedures- Coordination and collaboration with other Series stakeholders

- Responsible for oversight and strategic plan for current book and new business which stretches from Boston down to Washington DC- Provide leadership to Unit which includes goal setting, accountability and mentorship- Management of Unit financial results to include expenses and profit- Deep understanding of client relationships both internal and external- Development of Unit Standard Operating Procedures- Coordination and collaboration with other Series stakeholders

- Responsible for overseeing Commercial Account Management team that is tasked with client retention- Work with Director of Commercial Insurance to design and implement our vision and strategy- Built and currently manage Standard Operating Procedures- Participate in carrier relationship management- Track department goals to include overall revenue and retention compared to budget- Assist the company with TAM (The Agency Manager) related questions, projects, training and strategy- Identify areas to improve the customer experience such as a more proactive renewal process, summaries of insurance and coverage review documents- Work with other department leads (IT, Marketing, Accounting/Finance, Compliance, Operations, Claims, HR, Underwriting) to ensure goals and objectives align- Work with underwriting to ensure our procedures allow us to maintain our high level of accuracy when managing our proprietary products

- Lead a team of Personal Insurance Account Managers in a call center environment- Built Standard Operating Procedures- Program administration for the Long & Foster Vacant Dwelling Product- Liaison between internal departments to include IT, Accounting/Finance, Marketing and HR- Managed quality control program with high volume policy counts- TAM (The Agency Manager) system administrator- Assisted in the design of a reporting system to track progress of KPIs (Key Performance Indicators)- Asset management of technology items such as phones and laptops- TAM and process training of new hires (Producers and Account Managers)- Commercial Account Management and New Business Acquisition

- Built a structure that supported the Commercial Producers in new business acquisition- Attended new client presentations- Traveled with Producers to support new business acquisition- Lead a team of marketing specialists who were tasked with Commercial placements- Designed and implemented Standard Operating Procedures- Worked with strict deadlines- Built relationships with carrier representatives- Front line underwriting- Negotiation of placements with underwriters- Provided rating support when needed- Managed the agencies Marketing/Advertising budget- Assisted with the agencies marketing investments in different mediums such as radio and print- Participated in TAM (The Agency Manager) user group meetings and TenCon events- Worked with colleagues to design our proposal system

- Processing of credit life and disability claims per the issued certificates of coverage- Provided customer service in call center format- Achieved a 99.2% payment, call and processing accuracy- Attended and scored a 100% on medical terminology course

- Worked in call center environment assisting Medicare Supplement clients with coverage and claim questions- Coded and processed HCFA forms per the provided standard operating procedures