Therese Corfee Email & Phone Number

Bellevue, Washington

AVP, Account Executive Manager for the Distinguished Sales Team. Lead advocate for the Distinguished Account Executives, involved in growth and planning of the Sales Team, onboarding and training new Account Executives.

Mercer Island, Wa

Managed Property Casualty Department for Aviation Insurance Brokerage. Developed new accounts and worked closely with Producer on new accounts generating over $150k in premium. Reviewed current agency book for growth and cross-selling opportunities. Managed 115 P&C Accounts, approximately $3M in premium, including daily customer service, marketing, presentation of renewal quotes to the Insured, issuing certificates of insurance, handling claims, etc.

Greater Seattle Area

Account management of 12 high profile accounts worth approximately $10M in premium.

Seattle, Wa

Management of daily office operations, organization of office work flow; Scheduling and supervision of employees and independent contractors; Hiring, training, employee reviews and termination of employees; Payroll, 401k plan and medical/dental/life insurance; Reviewing and maintaining agency agreements and contracts; Develop and maintain insurance company and marketing representative relationships; Recognize office in-efficiencies and take corrective action; Reviewing and approving accounts payable; signing checks; Daily deposits into trust and operating accounts; Research and resolve accounting discrepancies; Design and maintain quality management system; Train employees on quality management system and any changes; Assist President in decision making regarding company mission and vision; Assist President in annual company budgeting. Account management for 62 account worth approximately $7M in premium.

Seattle, Wa