MANAGE DAILY OPERATIONS OF THE PERSONAL LINES DEPARTMENT TO INCLUDE:• Hiring/training/evaluations of team members• Lead department and team meetings • Monthly distribution/monitoring of sales, expiration, and retention reports• Tracking department and team goals• Enforce/re-evaluate department procedures/workflows• Meet with Company Representatives• Communicate with Agency Principals, Agency Operations, and Accounting/HR • Monitor/evaluate client satisfaction • Promote a positive, professional, team-minded and FUN working atmosphere promoting growth in both the agency and team members

COMMUNICATIONS TEAM:• Initially a Facebook Admin that evolved into a Social Media Team maintaining multiple platforms on FB, IG, Twitter and LinkedIN• Creates and schedules social media content• Shares and engages with clients, carriers, local businesses and organizations as well as industry partners• Responds to messages and directs to the appropriate employee• Manages social media contests• Distributes customer reviews and employment inquiries to Managers• Quarterly newsletters via Constant ContactIn collaboration with MARKETING, TECHNOLOGY, and CATASTROPHE TEAMS:• New agency website • Re-branding (logo/marketing materials)• Migration from AFW to AMS360• Migration to Cloud AWS• Research and implementation of various communication and storage systems• Catastrophe Planning to include updated manual, remote access and communication, and resources for team and clients

MANAGEMENT OF CLIENT SERVICE AND RETENTION TEAMS INCLUDED:• Training and evaluation of team members• Led team meetings • Distributed/monitored expiration and retention reports• Tracked team goals• Enforced/updated procedures/workflows• Worked with Sales Manager in communication with Agency Principals• Monitored/evaluated client satisfaction In addition to RETENTION TEAM MEMBER RESPONSIBILITIES:• Multi-policy and high value account reviews• Monitored/communicated options on significant renewal increases and non-renewals• Cross-selling/addressing coverage gaps• Implemented and managed “projects” that proactively resolved potential issues due to market changes and/or specific carrier changes

ASSISTED PERSONAL LINES MANAGER BY:• Training team members• Contributing to department meetings • Implementation of department procedures • Administration of carrier websites• Restructuring of department In addition to SALES TEAM MEMBER RESPONSIBILITIES 2007-2014:• Sales of all lines of business to new clients• Cross-sale of all lines to existing clients• Daily management of book of business• Specialized in high value accountsIn addition to RETENTION TEAM MEMBER RESPONSIBILITIES 2014-2016:• Account reviews and remarketing• Cross-selling and up-selling• Non-renewal and rollovers projects

RESPONSIBILITIES INCLUDED:• Sales of all lines of business to new clients• Cross-sale of all lines to existing clients• Daily management of book of business• Specialized in high value accounts

DAILY SERVICE OF ASSIGNED ACCOUNTS INCLUDED:• Policy changes• Evidence of insurance• Account reviews• Billing and payments• Claims assistance • Cross-selling and up-selling• Maintaining paper file in combination with Sagitta database and eventually moved to paperless system with the migration to AFW.

ASSISTED WOOD-SHOP MANAGER WITH:• Daily inventory• Supply orders• Shipping and receiving logs• Quality control inspections of finished productsEnvironments, Inc. was a locally owned and operated distributor of early childhood educational toys and classroom furniture. The wooden blocks and furniture were handmade onsite.