• Bilingual English/Spanish
• AMS360, Hawksoft, FSC and advanced Microsoft Office experience
• Associates Degree
• Active Property & Casualty and Life & Health Licenses

They have worked at a Direct Writer as a CSR and Sales Representative for the last 20 years. They are adept at providing sales (40%) and servicing (60%) to their personal clients. They delivered exceptional customer service to all the 5000 policy holders that included responding to quoting policies, processing applications, and issuing policies. Policies averaged between $5K-$6K in premiums, but their High-Net Worth clients policies averaged $30K. They also processed endorsements, renewals, cancellations, and other client requests. This candidate has experienced marketing to different carriers such as CA Fair Plan, USLI, Superior Flood, Bumble, American Modern, Union General and Bristo West.

Located in Mecca, CA and seeking a Direct Hire, Remote position that offers $60K+ per year.

They are immediately available and offer excellent job stability and active Property & Casualty and Life & Health licenses. They reside in El Cajon, CA, will consider $48K - $60K on a Direct Hire, full-time basis.

This candidate offers excellent job stability and is proficient in using iPipeline, OneHQ and Microsoft Office. Located in Santee, CA, open to traveling up to 20 miles and will consider $25+ per hour.

Ideally, this candidate would like an insured facing position. They are open to going out in the field. The non-profit sector would be a good niche, as they are seeking a position that enables them to make a difference. They reside in Benecia, CA and open to Direct Hire positions on a Remote Only basis offering $75K+ per year.

With a proven track record of effectively managing high volumes, their goal is to contribute their skills and pursue growth within a company that values expertise and offers opportunities for advancement.  Open to Remote Only positions on a Direct Hire basis offering $80K - $85K per year.

Their insurance career started as an Underwriting Assistant at an Insurance Company focusing on construction risks. They supported underwriters with a $65 million book and managed new policy submissions, billing, certificates, and endorsements. Later, they lead a team of six underwriting assistants, managed team dynamics, provided training, and divided attention between new business development and policy renewals. They proficiently delegated tasks while personally overseeing their own portfolio.

They have since advanced to an Underwriter at a prominent Retail Agency, managing a diverse $40 million book, specializing in Workers Compensation, General Liability, and Commercial Auto policies. They skillfully handle policy renewals and manage policies ranging from $500,000 to $3 million in premium.

Most recently, this candidate served as an Underwriting Assistant, providing essential support to a team of 8-12 underwriters. In this dynamic role, they efficiently reviewed new business submissions and renewals, with a specific focus on evaluating cannabis-related risks. Their responsibilities encompassed various policy types, such as general liability, product liability, cargo, commercial auto, and workers' compensation, showcasing their versatility and comprehensive skill set.

Prior, they worked as an Underwriting Assistant dedicated exclusively to Workers' Compensation policies where they collaborated closely with two underwriters, handling new business submissions and renewals. They reviewed 20 policies daily and they were responsible for running loss run reports, processing endorsements, and managing agent inquiries.

Incorporating a strong understanding of underwriting intricacies and a specialized focus on commercial lines and workers' compensation, this candidate stands ready to contribute effectively to any underwriting team. Their outgoing and professional demeanor, coupled with a wealth of hands-on experience, positions them as a valuable asset poised to drive the success of future endeavors.  Open to in office or remote, temporary or direct hire positions.

Most recently they worked as a Commercial Lines Account Executive. In this role, the main focus was on physicians' policies. They supervised a team consisting of 2 account executives and 2 CSRs. Responsibilities included ensuring that all physicians' policies complied with the appropriate guidelines, handling policy changes, billing, endorsements, marketing new and renewal business, and following up to ensure policy updates. They oversaw 500 active accounts with premium amounts ranging from $5,000 to $15,000.

Prior, this candidate gained experience at an Independent Agency as a Commercial Lines Account Executive. During that time, they managed a $20 million book of business and led a team of 7 individuals. They handled accounts with average premiums ranging from $5,000 to $500,000. Responsibilities were divided equally between new business and renewals. These were generalized risks.

This candidate also served as a Senior Account Executive at an Insurance Brokerage, with a focus on managing entertainment risks. They assisted in consolidating packaged policies for high net worth clients and ensuring their policies were in effect. Additionally, they handled new business and renewals, as well as commercial accounts such as general liability, workers' comp, excess liabilities, and BOP policies.

In their most recent role at an established insurance agency, the candidate showcased their prowess in cold calling, generating approximately 150 leads. Their focus on personal lines, particularly home and auto insurance, resulted in an impressive $20K - $30K in premium revenue. Notably, the candidate strategically marketed auto policies through a specific carrier while diversifying options for homeowners through various partners.

Prior to this, the candidate's outstanding sales achievements led them to become a top producer at another insurance agency. They averaged $10,000 in monthly premiums, showcasing their adeptness at cold calling, referral management, and skillful cross-selling. Beyond sales, they excelled in handling insurance reviews, daily servicing, billing, endorsements, and EOIs, effectively balancing a 60% sales and 40% servicing workload.

In an earlier role as a Customer Service Representative at a different agency, the candidate demonstrated a strong dedication to client satisfaction by efficiently managing the servicing needs of Personal Lines clients. Their proactive approach extended to providing new business quotes in the owner's absence. This experience also involved collaborating with a variety of carriers, showcasing their proficiency in marketing to multiple partners.

With a proven history of exceptional sales performance, a client-centric mindset, and a comprehensive understanding of the insurance landscape, this candidate is well-prepared to make a valuable impact in any insurance organization. Their P&C licenses, bilingual fluency, and industry expertise position them as a compelling asset for driving growth and success in the dynamic realm of insurance sales and service.

Most recently, they were working as a Customer Service Rep for a Direct Writer, where they focused solely on renewals, managing both personal and commercial lines. Their service-oriented approach included handling billing, payments, initiating new claims, as well as skillfully cross-selling/upselling.

Prior, they were equally adept at new business and renewals (50/50), successfully selling an average of $20k-$30k in new business premiums. Balancing these responsibilities allowed them to cultivate a diverse clientele while ensuring the satisfaction of existing customers.

Most recently, this candidate worked as a Quality Control CSR for an Insurance Agency. In this role, they managed Personal Lines endorsements, driver changes, renewals, billing, and other client needs. Additionally, they conducted policy audits to ensure accuracy and compliance with underwriting requirements. They gained experience working with multiple carriers including Travelers, Safeco, Hippo, Mercury, and Allstate, utilizing Salesforce and EZLynx.

Prior to this, they worked in a sales and service capacity for a Direct Writer where they handled 30 policies per month managing all servicing after binding. In this role, they gained exposure to Commercial Lines, particularly Contractor and Commercial Property risks.

Open to Temporary or Direct Hire positions within an office or remote setting that can offer $60K+.

In their most recent position as an Assistant Account Manager at an Insurance Brokerage, they provided support to a producer who managed a substantial book of business valued at $2 million. Their primary responsibilities involved handling renewals and preparing new business proposals. They collaborated with carriers like Hartford, Liberty Mutual, and Travelers, and were responsible for processing certificates. The individual expressed a preference for remote work.

In their prior role as a CSR at an Insurance Company, they worked in a call center, handling personal lines policies for different types of insurance including auto, home, umbrella, and earthquake coverage. They also assisted producers with policy writing and addressed billing inquiries.

Before that, as a CSR at an Insurance Brokerage, they served high net worth personal lines clients as well as middle market businesses. They provided support to four producers who managed a book of business valued at $1 million. Their responsibilities encompassed both new business and renewals. They collaborated with carriers such as Chubb and Nationwide and processed certificates.

Overall, the individual has a comprehensive background in working with diverse insurance policies and carriers. They have supported producers and clients with tasks such as renewals, new business proposals, policy writing, and billing inquiries.

Specialized skills include new hire orientation, benefit administration, employee relations, policies and procedures development, employee records management, onboarding and offboarding processes, workers' compensation, benefit reconciliation, exit interviews, job evaluation, compensation management, oversight of mandatory training programs, performance reviews, recruitment, 401k audits, workers' compensation audits, HRIS systems management, E-Verify processes, FBI/State background checks, drug test clearance, and leave of absences management (FMLA, FLSA, ADA, EEO, OSHA, COBRA).

Well-versed in HR reporting and data analysis, with proficiency in Microsoft Office suite including advanced Excel, Word, and Outlook. Experienced in working with HR software and platforms such as Mas90, Sage 100, Workday, ADP Workforce Now, ADP Pay Expert, ADP Report Writing, as well as various communication platforms including Slack, Teams, and Zoom. Familiarity with intranet systems, Wiki, and the Alex online tool.

Fluent in both English and Spanish, possessing strong written and verbal communication skills. Additionally, equipped with competency in accounting, including payroll management, accounts receivable, accounts payable, collections, and billing.

Overall, this candidate offers a comprehensive skill set and a proven track record in HR Generalist functions, coupled with proficiency in various HR software and platforms, effective communication skills, and a solid background in accounting.

Managed a book of business based on alpha-split, handling approximately 1500 – 2000 clients and overseeing an overall book of $18 million in Personal Lines business. Collaborated with a team of account managers who supported 8 Producers. With over 15 years of progressive experience in Personal Lines, consistently exceeded client expectations by providing timely responses, processing changes within the same day, and delivering quotes promptly. Possesses extensive knowledge of carriers such as Safeco, Kemper, Travelers, Mercury, Allied, Chubb, and more. Experienced in managing endorsements, cancellations, quotes, renewals, front line underwriting, and cross-selling.

Known for being engaging, personable, and friendly, this candidate is highly skilled in building and managing client relationships and offers 20 years' experience.

• Accounting: Prepares and analyzes monthly financial statements. Administers commission runs and reconciles payments. Manages payroll using the ADP system.
• HR/Compliance: Maintains contracts, handles paperwork, and implements automated systems. Leads compliance policy implementation. Coordinates agent training, serves as compliance point of contact, and ensures secure data storage.
• CRM Data Management: Creates Salesforce reports and manages data imports/exports.
• New Business: Directs administrators in processing insurance applications. Uses Salesforce for book of business management and analysis.
• Licensing & Contracting: Manages licenses, contracts, and insurance coverage. Expanded service platform and negotiates contracts for increased revenue.
• Confident professional with a track record of success in diverse insurance operations.

Lives in Whittier, CA and seeks remote-only opportunities. Specifically interested in direct hire, part-time positions paying $33+ per hour.

Prior, this candidate worked as an Underwriting Assistant Supervisor at an MGA, where responsibilities included designing and implementing underwriting training manuals and workflows for consistent training of Underwriting Assistants. Managed Service Legal Agreements to ensure compliance and performance standards. Acted proactively to resolve issues, oversaw a team of employees, and managed the largest book of business, handling new business and renewals.

Also worked as an Underwriting Assistant, accurately rating, endorsing, and completing quotes for workers' compensation policies. Identified and communicated concerns and system improvements. Prepared renewals and new business submissions, ensuring all required documentation was obtained.

Previously in a Loss Control Analyst role, analyzing risk inspection reports and providing loss control summaries, safety recommendations, and claim analysis to underwriters. Collaborated with insured brokers and underwriters, provided customer instruction and support for resource tools, and conducted research as required.

Resides in Santee, CA, open to in-office, hybrid, and remote work arrangements. Seeking a base salary of $75,000. Open to both temporary-to-hire and direct hire opportunities.

Most recently, this candidate was a Senior Commercial Lines Account Manager for a Brokerage and successfully managed a significant book valued at $3 million in premium. They focused 100% on daily servicing and renewals working for two producers. They were responsible for handling renewals, billing, and endorsement and certificate requests, as well as generating loss run reports. Prior, they worked for an Insurance Agency as a Commercial Lines Account Manager and excelled in managing manufacturing risks on a book worth $1.5 million in premium. They packaged policies for accounts and assisted one producer, working with both standard and non-standard carriers.  This candidate also used EPIC with another Agency to oversee a $2 million book with a focus on environmental risk accounts. They supported two producers in this role and quoted with wholesale and MGA carriers. They have a demonstrated expertise in managing policy changes, updates, endorsements, certificates, renewals, and remarketing.

This candidate is open to temporary, temp-to-hire, and direct hire opportunities, with a preference for remote or hybrid work arrangements.

In their previous role as an Agency Owner for an Independent Insurance Broker, they specialized in Medicare Supplemental coverage. They managed a diverse book of business consisting of Health Care Policies (95%) and Life Insurance Policies (5%). Their expertise encompassed various policy types, including Medi-Medi, Medicare, Medicare Part D, Enrollment, Senior Care Needs, Universal, and Term. They collaborated with multiple carriers such as United, Humana, Aetna, Blue Shield, and Brand New Day, actively selling new policies and providing service to existing clients.

They also have experience as a Medicare Sales Executive, targeting the senior market with Medicare plans. They established relationships with physicians to generate client referrals and engaged in public outreach efforts to attract new clients. Conducting in-home sales presentations, they offered a wide range of product lines.

In their previous roles, they served as a Commercial Lines Account Manager, overseeing substantial Commercial & Personal Lines books of business up to $15 million in premiums. They assessed risks related to contractors, manufacturing, and restaurants, and handled certificate processing and endorsements. In their prior role, they were a Commercial Lines Broker/Producer specialized in entertainment risks building a book from scratch worth $3 million. As a Broker, they took on a significant portion of their own servicing tasks, such as marketing, vehicle management, change requests, coverage binding, quoting, premium collection, ID card issuance, billing, invoicing, certificate and endorsement processing, and proposal preparation. They worked with both Personal Lines and Commercial Lines insurance.

Their most recent employment was at a brokerage firm where they worked with 3 producers where the accounts averaged $200K in premium and included risks from recovery facilities, property management companies, and manufacturing of motor sports. Prior to that, they were employed at another brokerage firm, where they worked with one producer managing a $5-million book of business. The accounts in this portfolio ranged from $250K to $1-million in premiums and included international tech companies, manufacturing (food and pharmaceutical), financial services, and hospitality. Before joining the second brokerage firm, they were at a different insurance services company, where they worked on house accounts, primarily focusing on servicing (95%) and cross-selling. The accounts included tech, non-profit, and habitational clients. They assisted three producers, managing a book of almost $1 million in premiums, with accounts that averaged $20K to $30K in premiums

They worked for an Insurance Brokerage as an Assistant Client Manager, providing support to 3 account managers and 3 producers. Their responsibilities included assisting with billing, policy changes, endorsements, and preparing for renewals. They also handled the processing of certificates of insurance and ID cards, collaborating with various insurance carriers, including well-known providers, during their tenure.

They also worked for another Insurance Brokerage as an Assistant CSR where they supported 2 account managers and the CEO with various tasks. Their experience includes working with construction and bonds, where they were responsible for policy changes, billing, and new claims, as well as overseeing administrative and clerical work.

In addition to their expertise in insurance, this candidate possesses advanced computer skills, including proficiency in pivot tables and Excel formulas. They leverage technology to streamline processes and enhance efficiency in their work. Located in Las Vegas, NV, they are actively seeking a direct hire position or open to temp-to-hire opportunities. With a Bachelor's Degree and fluency in both English and Spanish, this candidate offers a valuable combination of knowledge, language proficiency, and industry experience.

Currently, this candidate holds the position of Commercial Lines Account Manager at a reputable insurance agency. They focus on managing renewals (80%) and acquiring new business (20%). This candidate specializes in Garage Liability policies and oversees a significant book of business worth $1.5 million in premium. Their responsibilities include tasks such as renewals follow-up, billing management, endorsements processing, claims initiation, document collection, and proposal creation.

Prior to their current role, they worked as a Commercial Lines Account Manager at another insurance agency. Where they managed a book of business with a premium of $500k and gained experience in various insurance areas, including workers' compensation, commercial auto, garagekeepers, general liability, and property policies.

In addition to their industry experience, they hold active insurance licenses in multiple states, including Washington (WA), California (CA), Oregon (OR), and Montana (MT). This demonstrates his commitment to professional growth and his ability to serve clients in different regions.

Their comprehensive background in the insurance industry, proficiency with AMS 360, bilingualism, and commitment to job stability make them a highly qualified candidate for roles that require strong customer service skills, insurance expertise, and portfolio management abilities.

Skilled in managing a substantial $10-million book of business, comprising a mix of Commercial, Personal, and Life policies. Proficient in handling personal lines with an average premium of $1K, specializing in homes and auto. Successfully managed commercial lines risks, including restaurants, barber & beauty shops, and body shops, with comprehensive coverage in CL auto, work comp, property, BOPS, and fire. Maintained an average account size of $2K in premiums.

Instrumental in driving a 65% growth in life sales through effective strategies. Proficient in selling term life insurance and disability policies, providing valuable financial security to clients. Prior experience as a Life Insurance Agent, handling a client base of approximately 382 individuals. Expertise in preparing new business proposals and customizing solutions to meet clients' needs.

With a proven track record of achieving sales targets and delivering exceptional service, this Insurance Professional is poised to make a valuable impact within the industry.

This individual's last role was as the head of Enterprise Premium Audit and Operations, responsible for managing a substantial budget of $8 million and overseeing a team of 40 professionals for a workers comp carrier.   One notable accomplishment involved successfully integrating three different software systems into the company, thereby standardizing procedures, systems, and overall operations.

Their prior tenure as Assistant Vice President of Premium Audit (Underwriting) at another carrier showcased their adept management skills as they effectively managed a budget of $10 million and supervised a team of 30 employees. During their seven-year tenure, they experienced three well-deserved promotions, indicative of their exceptional performance.

Before assuming leadership positions, the individual founded their own business which specialized in providing comprehensive recommendations and delivering presentations on WCIRB rules and the impact of state regulations on financial outcomes. Their educational background includes an MBA and a B.S. in Business Administration.  Furthermore, they have pursued professional development by completing two courses towards obtaining their CPCU certification. This candidate also has experience using Guidewire. 

In their previous role as a Commercial Lines Account Manager, they performed various service-related tasks such as renewals, re-marketing, communication with insured individuals, collaboration with carriers, managing non-renewals, working with financed companies, billing, preparing invoices, endorsements, and certificates. Their book of business primarily focused on farms, ranches, and contractors, accounting for 90% of their portfolio. Policy types they worked with included GL, BOP, WC, Apartments, Lessors, Professional Liability, Errors and Omissions, DNO, and Cyber, with a strong emphasis on renewals.

Before that, they held a position as a Commercial Lines Account Manager, specializing in servicing small market businesses within the machine industry. Their responsibilities included handling renewals and working with policy types such as GL, WC, DNO, Errors and Omissions, Cyber, and Professional Liability. They closely collaborated with a single producer and worked with carriers such as Hannover.

Prior to their role, they worked as a Commercial Lines Account Manager at an Insurance Agency for several years. Their responsibilities included serving domestic and international clients, particularly in the UK. They focused on writing policies and had a strong emphasis on referrals and placements. Cross-selling and upselling to other departments within the company were part of their responsibilities. Their work involved policy types such as GL, WC, DNO, Cyber, Tech, and Excess Liability, with a specialization in life science and technology. They supported 4-5 producers and maintained a balanced split between new business and renewals (50/50).

Most recently employed as a Commercial Lines Account Manager at a reputable insurance agency. Successfully managed a diverse portfolio of small to middle market accounts, focusing equally on 50% new business and 50% renewals. Specialized in handling risks such as truckers, contractors, construction, lessors, retails, and builder risks. Possesses extensive expertise in general liability, workers comp, commercial auto, excess liability, and BOP policies. Efficiently collaborated with an assistant for certificate and endorsement requirements.

In their most recent role, they successfully built and operated their own Allstate agency, starting from scratch and achieving a remarkable $980,000 in revenue. With a team of 12 trained members, they utilized cold calling, referrals, and networking support to drive agency growth. The agency's portfolio comprised 95% Personal Lines and 5% small Commercial accounts, catering to diverse industries such as contractors, salons, and landscapers. In addition to sales responsibilities, this candidate excelled in servicing, working closely with various carriers including Pacific Specialty, Bamboo, Allstate, Americo, Mutual of Omaha, AIG, and Aetna.

Prior to their ownership role, they held the position of office manager within another agency. With a primary focus on Personal Lines, they oversaw a team of 3 sales agents and directly managed a book valued at $2M. Their responsibilities included renewals, daily servicing tasks, training, handling escalated policy issues, and occasional involvement in policy sales.

This candidate is available immediately and seeks a position with a minimum salary of $50K per year. They prefer remote work arrangements, but are willing to travel for client meetings. With a proven track record of agency ownership, strong interpersonal skills, and comprehensive knowledge of insurance operations, this candidate offers valuable expertise to any organization seeking to enhance service capabilities.

Prior to their current role, the candidate held the position of Vice President Account Executive for a large insurance firm, where they managed a book size of $1 million. Their work involved industries such as construction, marine, oil, and energy. They provided assistance to 5 producers, handled renewals, and collaborated with marketing managers to develop effective marketing strategies. The candidate also served as an Account Specialist at a global insurance company, where they worked across multiple lines of business and supported 12 producers. Their responsibilities included processing certificates and managing renewals.

Apart from their extensive work experience, the candidate demonstrates excellent time management skills and the ability to remain composed in stressful situations. Their proficiency in team management and boosting team morale sets them apart as an ideal candidate for leadership roles in the commercial lines industry.

The candidate currently resides in Austin, TX, but is seeking opportunities in San Diego. They are available in July, or potentially earlier, depending on the opportunity. They hold active Property & Casualty licenses in Texas and Louisiana and have experience with AMS 360 and Image Right. They are open to various work arrangements, including in-office, hybrid, or remote setups. Their salary expectation is $150,000 or higher.

In their most recent position, they provided valuable support to one Producer and 2 Account Managers, managing a $7M book of business in premium. The risks they handled were mostly contractors but also various other industries, including restaurants, retail, manufacturing, and entertainment. Their expertise covered a wide range such as General Liability, Commercial Auto, Excess, Workers' Compensation, Cargo, Umbrella, and Errors & Omissions. They excelled in servicing the book, actively assisting with renewals, ordering loss runs, processing endorsements, issuing ID cards, managing billing, providing evidence of insurance, and delivering exceptional customer service to clients.

Prior to this role, they managed a book featuring hotels, motels, contractors, and restaurants. Supporting 2 Producers, they focused on servicing small accounts. Their responsibilities included handling renewals, processing endorsements, issuing ID cards, managing billing, providing evidence of insurance, and delivering excellent customer service.

This candidate currently resides in Anaheim, CA, and is willing to travel up to 20 miles. They are open to various work arrangements, including in-office, remote, or hybrid setups. In terms of salary expectations, they are considering a range of $53K to $56K per year. They possess extensive experience using insurance software systems to include TAM, EPIC, Sagitta, and AMS.

Currently, this candidate fulfills various administrative responsibilities such as invoicing, dispatching drivers, processing payments, managing accounts receivable and payable, and reviewing paid invoices. However prior to this, they were working for an established Insurance Agency where they successfully assisted with a $250K book of personal lines accounts, focusing on home and auto insurance. Their duties included servicing and quoting new and renewal policies, with an impressive daily output of 10 new policies and 30-40 renewals. They also played a vital role in handling claims, processing payments, and issuing evidence of insurance. Notably, this candidate's proficiency in Hindi and Punjabi allowed them to provide exceptional assistance to clients who spoke these languages, making them a valuable asset to the agency. They actively collaborated with multiple insurance providers, including Alliant, Safeco, Travelers, Progressive, Bristol West, Bamboo, Pacific Specialty, Infinity, and Kemper, to market and expand the agency's business.

While briefly serving as a Life Agent for approximately 6-7 months, this candidate focused on cross-selling life insurance to existing clients. Their efforts resulted in substantial growth, building an $80K book of life products exclusively for individual clients.

This candidate is willing to travel up to 25 miles and remains open to various work arrangements, including in-office, remote, or hybrid setups. They are highly skilled in using insurance software, specifically AMS 360 and EPIC. Furthermore, they hold a Bachelor's degree and are trilingual in English, Punjabi, and Hindi.

Currently employed as a Commercial Lines CSR, this candidate manages a significant book of business valued at $4 million. Their portfolio consists of a diverse mix of commercial and personal lines, including transportation, franchised restaurants, lessor's risks, manufacturing, and garage liability. They handle various types of policies such as General Liability, Workers Comp, Excess Liability, Commercial Auto, EPLI, D&O, Errors and Omissions, and Cargo. Additionally, when standard market carriers cannot provide quotes, they leverage wholesale and surplus lines brokers to ensure comprehensive coverage for clients.

Highlights of their work experience include maintaining meticulous customer records and driving policy sales. They conduct thorough annual reviews of existing policies, ensuring accurate and up-to-date information. This candidate excels in tailoring insurance programs to meet the specific needs of individual clients, leveraging their analytical skills to analyze requirements effectively. They engage in in-depth discussions with business clients, gaining insights into their operations and recommending the most suitable insurance solutions. They also stay in constant communication with clients to address changing demands and provide innovative solutions.