Greater Sacramento
Driven by a commitment to excellence, I bring a wealth of experience and expertise to navigate the complexities of commercial insurance. Proven success in managing accounts, fostering client relationships, and contributing to organizational growth. Dedicated and results-oriented Commercial Lines Account Manager with a proven track record spanning over a decade in the insurance industry. Expertise in managing diverse aspects of commercial insurance, complemented by a comprehensive background in sales, marketing, human resources, and office management. Adept at seamlessly transitioning through various roles showcasing versatility and confidence.
As a Business Operations Project Manager for the Americas West division at Alliant Insurance Services, I lead operational initiatives focused on strengthening consistency, compliance, and performance across 13 regional teams throughout California. I specialize in the training and auditing of Account Managers and Account Assistants, ensuring adherence to internal standards, regulatory requirements, and best practices. Through structured audits and targeted coaching, I identify process gaps, mitigate risk, and elevate service delivery across the division. In this role, I design and deliver comprehensive training programs tailored to both new hires and tenured staff, translating complex operational procedures into scalable, practical learning experiences. I play a key role in onboarding by developing curriculum, facilitating training sessions, and creating supporting documentation that accelerates ramp-up time and improves long-term performance. My work directly contributes to building a more knowledgeable, efficient, and aligned workforce. Operating as an independent project lead under the direction of the Director of Operations, I manage a diverse portfolio of special projects that drive operational improvement and change management. This includes leading the implementation and rollout of new company systems and features, developing training strategies to support adoption, and serving as a subject matter expert during transitions. I also act as a problem-solver for regional teams, addressing complex operational challenges, streamlining workflows, and delivering practical solutions that enhance productivity and client service outcomes.
As an Account Manager, I serve as the primary contact for Insured clients, providing support and addressing inquiries regarding their insurance programs. I handle Coverage and Contract Review, promptly responding to Insured requests concerning coverages and contracts for new projects. I work closely with Assistant Account Managers (AAMs) to ensure thorough follow-up on outstanding items post-initial review. I play a key role in New Business/Renewal Marketing, gathering underwriter data, preparing submissions, reviewing quotes, and making informed coverage recommendations. This involves documenting all activities in EPIC, attaching relevant correspondence, and updating Activity Notes meticulously. In Policy Checking and Management, I ensure accuracy and compliance, managing policy issuance processes, and addressing any errors by liaising with underwriters and following established workflows for endorsements. My Post-Bind responsibilities include coordinating bind orders with carriers, invoicing agency bill premiums, and managing accounting activities in EPIC. Additionally, I facilitate Premium Finance Agreements, securing quotes, obtaining client approvals, and maintaining comprehensive documentation throughout the process. I am also responsible for comprehensive Accounting Review, meticulously examining A/R Reports, monitoring databases, and allocating premiums to Insured parties. My role in Claims/Risk Management involves collaborating with Producers and the internal Alliant claims department to advocate for claims or assign risk controls when needed.
Polley Insurance and Risk Management was acquired by Alliant Insurance Services, Inc. in January 2023
Contributed to the efficient operation of commercial lines insurance, demonstrating strong leadership and organizational skills.
As a protégé under the mentorship of a seasoned insurance sales agent with over 35 years of industry experience, I acquired a comprehensive wealth of knowledge across diverse domains. My responsibilities encompassed a wide range of tasks, including but not limited to sales, marketing, human resources, office management, and customer service. Serving as an active insurance producer, I engaged in client acquisition, account maintenance, and played a pivotal role in leading our small team of producers through effective sales meetings to achieve set quotas and personal goals. I demonstrated proficiency in planning and executing marketing events, catering to various demographics from senior centers to family-oriented park gatherings. My role extended to recruitment, hiring, and training of new employees. I took responsibility for ensuring a seamless operation of daily office needs by actively managing communication channels, upgrading and maintaining the office's technological infrastructure, proactively addressed interpersonal conflicts, fostered a harmonious workplace environment, ensured strict adherence to company policies and relevant regulations, and resolved day-to-day operational issues promptly and effectively, minimizing disruptions to workflow. Being the primary representative of our agency, I interfaced with clients, addressing and servicing their diverse insurance requirements. My expertise extended across personal lines insurance, with a notable expansion into commercial policies, balancing my workload effectively between both aspects. Recognizing an opportunity within the agency, I successfully orchestrated the acquisition of a Medicare book of business. Through strategic partnerships with UnitedHealthcare, Anthem, Aetna, Humana, and others, I expanded our book of business within the senior community, providing comprehensive insurance and healthcare solutions to meet their specific needs.