Tracy Moss Email & Phone Number

Philadelphia, PA, US

Blue Bell, PA

King Of Prussia, PA

Handles all General Liability/Auto/WC claims including complex EPL/D&O claims litigation. Established procedures for claims handling processes and saved over 2.4 million dollars in claim. Managed/trained field employees on claims handling procedures. Hands on negotiates all self-handled files up to $500,000. Continually fostering the relationships with the.

Responsible for and managed over 550 agents on compliance, claims, agent development, sales training, marketing, seminars, meetings, new business, recruiting, underwriting, & coaching in the field.

Responsible for and managed annuity agent accounts, agent training, and revenue production. Directed agents in case development, claims handling, estate and legacy planning, underwriting, and new business development. Administered contracting, business planning and enhancement of accountability controls. Trained agents in product and sales techniques.

Responsible for and managed annuity agent accounts, agent training, and revenue production. Directed agents in case development, estate and legacy planning, underwriting, and new business development. Administered contracting, business planning and enhancement of accountability controls. Taught wealth management model to agents, presented client seminar.

Responsible for Mid-West region development of property and casualty insurance. Consistent top producer recognized thru numerous awards and bonuses. Represented 150 % growth in the territory.

Developed and expanded client base for financial and estate planning services for both small business and individual markets, resulting in over a 160% increase in revenue.Actively participated in continuous education and management training courses. Earned the Life Underwriting Training Council Designation.

Managed and trained staff of four sales representatives in door-to-door sales techniques, resulting in a 40% increase in sales productivity.Earned numerous sales awards for outstanding sales and management achievement. Demonstrated high level of responsibility and trust; bonded. Responsible for accounts receivable and accounting of teams’.

Responsible for day-to-day management of 300k business. Responsible for staffing, purchasing, inventory management, advertising, and bookkeeping.

Education record

Public Relations

Ba, Pre-Law, Sociology

Activities and Societies: Program Board Director, Vice-President Pre-Law Society, Sigma Delta Rho founding sister Who's Who Among American.

Bachelor Of Science, Sociology