Technology Manager / Licensed Broker
Current- Personal Lines Assistant: June 2013 - December 2013- Personal Lines Account Executive: December 2013 - June 2015- Commercial Lines Account Executive: June 2015 - September 2015- Personal Lines & I.T. Supervisor: September 2015 - August 2016- Remote Personal Lines & I.T. Supervisor: August 2016 - March 2021- Remote Technology Manager: March 2021 - PresentSeasoned insurance professional with extensive experience in leadership, technology management, and client service. I currently lead teams and oversee operations to ensure seamless service delivery and client satisfaction. Key highlights of my current role include:Team Leadership: Directly manage and supervise teams across personal lines, claims, accounting, and commercial departments, fostering a culture of self-management and work-life balance.Technology Management: Spearhead technology initiatives and oversee all agency systems, including the development of training materials and IT support to optimize operational efficiency.Expertise in Insurance: Demonstrate proficiency in explaining insurance policies, handling claims, and underwriting policies per company guidelines to provide comprehensive coverage solutions for clients.Client Focus: Prioritize exceptional service delivery and support for clients, maintaining a personal book of business and ensuring their insurance needs are met with precision and care.Proficient in a wide range of software systems, including Microsoft Server, Applied EPIC, and Office 365. Passionate about leveraging technology to drive innovation and enhance client experiences within the insurance industry.
