Julie L. Email & Phone Number

Atlanta, Ga, Us

White Plains, New York, Us

Atlanta, Ga, Us

Renew and remarket commercial book of business with a focus on habitational and not-for-profit foundations, including negotiating pricing, closing coverage gaps and delivering stellar client management. Service commercial clients, providing timely certificates of insurance, endorsements, audits, policy checking, and invoicing.• Shepherd agency partner's clients through the marketing/re-marketing process on all lines of business for new and renewal accounts with expertise in current market trends, carrier appetites and negotiation • Create materials that facilitate and compel decisions including proposals, spreadsheets, statements of value, premium/rate/exposure/loss analysis, and coverage comparison • Act as liaison between business owners/entrepreneurs and insurance carriers to translate industry jargon, impart sense of urgency in compliance requests, and show value in additional coverages • Partner with carriers & brokers to create solutions for property, casualty, professional, executive risk, cyber & worker's compensation insurance needs • Gained technical expertise in Applied's TAM system and transitioned book of business into Epic, serving as expert in marketing process

Us

On-boarded new agents and support staff for the #1 district in the nation (percent to plan) including systems training, office and service support, compliance, and transition from employee agent to independent contractor• Developed comprehensive reference manual for new Agency Capital Builder agents adopted state-wide• Grew 20 scratch agents to $7 million personal, commercial and life insurance production concurrently• Managed up to 20 agents across multiple offices - transitioned 13• Qualified sales manager in 2011 and 2 agents each year for Conference of Champions in 2012 & 2013• Tracked sales and service metrics for district; coached agents in achieving goals• Sourced and screened resumes for recruiting new agency owners• Received recognition for planning and executing company events, including district meetings

Alpharetta, Ga, Us

Rated policies, reviewed applications and inspections for E & S property and casualty exposures for $6.5 million book of business• Continually recognized for one of the lowest error ratios in the department• Trained new hires in binding, invoicing and policy issuance• Ensured profitability by evaluating applications, loss runs and supporting documents

Managed, marketed and sold insurance for a $7 million agency• Developed marketing strategy for NB, account development & high net worth accounts• Managed clients for personal, commercial, life & bond departments using AMS and AMS360• Researched insurance carriers, products and insurance market trends on ongoing basisNote: Company was named TRC Insurance Services during my tenure

Developed marketing strategy for retirement community of independent seniors and signed leases exceeding monthly sales goals• Generated, tracked & followed-up with leads & referral sources for potential move-ins • Negotiated contracts and designed advertisements for various media outlets• Built positive relationships in the community through civic & business organizations

Pitched story and photograph ideas, captured news events, edited, and captioned images for a newspaper circulating 16,000+ copies daily and supporting eight regional sister publications

Ba, Communication, French

French