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Work HistoryCommercialCandidate's Name
ManagerLisaLathropContactAddressWarwick, Maryland 21912PhonePHONE NUMBER AVAILABLEE-mailEMAIL AVAILABLESkillsLead GenerationRisk AssessmentMarketingProcess ImprovementServicingClaims HandlingCommercial linesEnterprising Commercial Lines Manager, with years of experience with clients in the real estate, construction, retail, health care, education, restaurants, non-profits, etc.Experienced in all lines of coverage, including Property, General Liability, Cyber, D&O, E&O, WC, etc.V.P. Commercial LinesPK Financial GroupIncreased company growth through collaborationwith various brokerages and carriers.Established performance goals for department andprovided methods for reaching milestones.Identified opportunities to improve business process flows and productivity.Obtained and engaged potential clients bymarketing, presenting proposals, binding andservicing accounts.2021-12 -CurrentCommercial Account Manager/ProducerTrident Insurance AgencyProcessed daily mail, email and phone calls fromcustomers and producers to generate new business.Analyzed client needs to identify coverage solutions and produced policy and quotes.Maintained required data in agency managementsystem to follow corporate guidelines.Managed client risk exposure and coordinatedservices for development, retention and rounding of accounts.Solely managed a book of $2.8M2016-06 -2021-12Commercial Lines Executive/ProducerDavis-Trachtenberg, Inc.Managed a $2.4M book of business, includinginternational accounts.Marketed new and renewal business, includingadding lines of coverage and cross-selling.Added $200,000 in additional premium due to my2013-05 -2016-06Educationrelationship with a restaurant chain owner.Negotiated competitive terms with carriers on behalf of clients, securing optimal coverage at favorable ratesCommercial Account ManagerMoscker InsuranceWorked with 6 producers in placing new andrenewal business. Responsible for all marketing.Processed daily mail, email and phone calls fromcustomers and producers to generate new business.Analyzed client needs to identify coverage solutions and produced policy and quotes.Negotiated rates to set up finance contracts.Participated in industry events to network withpotential clients, gaining valuable insights intomarket trends and competitor activities2006-03 -2013-05Commercial Account ManagerMoran InsuranceEvaluated competitors' products and services togain competitive advantage.Analyzed risk factors to recommend appropriatecoverage levels.Finalized sales and collected necessary deposits.Identified and solicited sales prospects in agency databases.2004-09 -2006-03Commercial Lines Account ManagerUSI MidAtlantic Inc.Maintained consistent knowledge of industryproducts and attended continuous educationevents to increase product knowledge.Executed cold calls, marketing initiatives andnetworking to drive sales.2001-09 -2004-09Bachelor of Arts: CommunicationsTemple University - Philadelphia, PAAdditional InformationProficient in AMS360, and EPIC.Excellent communication and marketing skills. Great rapport with customers, underwriters and coworkers. I am a dedicated, hard worker who loves to learn and help the agency advance and improve.Licensed in MD, DE, PA and NJ.