Jackie Chapman: in Fallbrook, CA

-Responsible overseeing renewals -Renew/remarket each client when necessary -Policy Change Requests -General Customer Service -Cross selling/up selling to Current clients -Maintain at least 10k or more in new premium each month -Maintain renewals at 90% or better -Answer phones -Provide relief support when needed for personal lines department **Promoted to Full Time Commercial Producer -Achieve target of monthly sales quota of $30,000 or more in premium -Underwritten potential new business to insurance providers requirements -Present and explain insurance policy options based upon prospective client needs and personal goals for customized service. -Responsible for completing the sale and any memos assigned -Participated in weekly/monthly sales team meetings

Creating, maintaining accounts, maintaining log entries in mgmt. System, Invoicing renewals/rewrites 90 days prior to expiration, executing legal documents - issuing bonds, Answering phones, data entry, research and troubleshooting, running reports and general customer service.

Sell various types of insurance policies to current clients, primary focus was the agency house book, manage, prioritize, and complete inbound client requests, process policy renewals within customer service guidelines, provided relief/support to team members, accountable for cross selling key accounts at renewal, work with COO/CEO to discuss strategies for key accounts and understanding which policies provide needed protective coverage, provide knowledge and training on insurance products to team members, and Collaborated with other managers to better company procedures and processes.

Sales, quoting (renewals, new business), general customer service (answer phones, endorsements, billing, certificates of insurance), remarket clients when necessary, and maintain commercial book

Providing general customer service, marketing new business and renewals to competitive carriers, processing certificates for lenders/homeowners, quoting/marketing, submitting claims, closely working with property managers and board members, and knowledge in General Liability, Property, Directors & Officers, Umbrella, EPLI, Errors & Omissions, Earthquake, Non-Payroll & Payroll Workers Compensation and Fidelity Bond - Efficient of the TAM System.

Customer service, phones/general office duties assigned, filing/pulling files, processing certificates and endorsements, light accounting, light marketing, mailings, quoting GL, WC, healthcare, umbrella, surety bonds, commercial auto, processing policies to be delivered promptly, and claims processing.