Account Executive/Account Manager, Marketing/Representative, or related opportunity with extensive skills in inside and outside sales, marketing, client services and industry knowledge to assist in effective marketing and servicing of accounts and production, contractors and commercial construction.
Joy Crawford-Lotspeich
OBJECTIVE Account Executive/Account Manager, Marketing/Representative, or related opportunity with extensive skills in inside and outside sales, marketing, client services and industry knowledge to assist in effective marketing and servicing of accounts and production.
PROFILE 27 years experience within the Commercial Insurance Industry, demonstrating skills in the following areas:
Outside and inside sales - direct contact
Customer Service/Client Relations worldwide
Strong knowledge of all Commercial Property /Casualty Coverage including specialization in contractors, standard carriers,
excess and surplus lines.
Marketing of all lines of coverage, foreign and domestic.
Direct negotiations with Brokers
Liaison between agency staff and management, agency/company
Relations.
Special skills in relations with clients who require special attention or have challenging personalities.
Computer skills: Sagitta, CBD, IBM PC, McCracken, Applied Systems, Bridge, Word Perfect, Microsoft Office, Microsoft Word, Excel, Powerpoint, Ascend, Main, Rapidfile, CIA, Silver Plume for Windows; Sage, Rating programs include - ITC, IRS- AIMS, Applied System
EXPERIENCE
01/02 - BOWEN, MICLETTE & BRITT, INC. Houston, Texas
Present
Account Manager -
Responsible for all aspects of Property & Casualty coverage both Foreign and Domestic, including Professional Liability and E&O. Majority of accounts average $750,000 to $2,250,000 premium. Accounts include all aspects of large Commercial Construction Companies, Street and Road, Air Conditioning, Refinery Contractors, and one of the nations leading providers of ATM machines. Total servicing including renewal submissions, assistance in marketing and negotiations, invoicing, audit review, contract review, proposal processing, and presentation. Interaction with insured’s regarding coverage questions, contract requirements, rounding out of accounts.
12-97/01-02 AON RISK SERVICES OF TEXAS, INC. Houston, Texas
Account Manager – Assistant Director
Responsible for all aspects of Property & Casualty coverages both foreign and domestic, including Professional Liability, associated with large accounts averaging $500,000 to $750,000 income. Accounts include one of the nations largest Hazardous Material Transportation carriers, Major Real Estate, Contractors, Manufacturing, Production Contractors and various other type Operations. Total account servicing including new and renewal marketing and negotiations, invoicing, audit review, contract review, proposal processing, and presentation. Interaction with insured regarding coverage questions, rounding out of accounts.
Responsible for direct contact with insured regarding changes in coverage, renewal process/negotiations. Assisted in insured acquisitions including all aspects of Property and Casualty coverages. Major accounts such as largest above and below ground tank manufacturer in the United States, largest Home Builder in the United States, large service contractors such as air conditioning and heating contractors/ construction. Interaction with insureds regarding coverage questions, rounding out of accounts.
1-96/9-96 HEALTHCARE INSURANCE SERVICES, INC. Houston, Texas
Account Manager
Duties included extensive travel and direct contact with customers, companies and brokers. Interaction with customers regarding suggested additional coverages; completion, processing and presentation of proposals. Loss Analysis and interaction with Risk Management personnel; marketing and servicing of all accounts. Coverages included Medical Malpractice, Property and Casualty, Errors and Omissions, Directors and Officers Liability, Professional Liability (Claims Made and Occurrence), Automobile, Workers Compensation, Umbrella, Foreign Coverages, etc.
6-92/12-95 T.E. MOORE & COMPANY, INC. Houston, Texas
Account Manager
June 1992 to September 1994, Sales. Sales quota set by home office obtained. September 1994 transferred to Marketing Department Manager. Duties in the marketing department included reviewing all of new and renewal accounts to determine appropriate markets to be approached, completion of applications, ordering and analysis of loss/claims history, ordering and analysis of experience modifier information, interaction with carriers regarding premium, coverage, commissions, program information. Interaction with producers regarding suggested additional coverage, marketing/program information, completion and processing of proposals, direct interaction with customers regarding additional information, suggested coverage, etc. Interaction with customers after sale of account. Assist in training of outside sales producer for Small Business Department/training in coverage, analysis, etc. Coordination and attendance of conferences, etc. Accounts markets (vrs. Managed while in sales) include apartment/condominium, hotel, large restaurant chain, petroleum/oil jobber, real estate sales/management (including HUD), automobile dealership, home healthcare, entities with leased employees, professional liability, real estate ownership/management
1985/1992 ANCO INSURANCE OF HOUSTON Houston, Texas
1989/1992 Supervisor-Businessowners Department
Directed and coordinated all functions of commercial insurance team. Direct inside sales and personal contact with clients, companies and brokers (acting producer for all accounts as well as marketing of all accounts). Accounts included surplus lines accounts such as contractors, landscape, employee leasing, property management companies and various other businesses as well as standard line risks. Interviewed, trained and evaluated staff members, oversaw all accounts receivable, performed team budgeting, and communicated with management and train members regarding company policy and procedures as well as major marketing of accounts.
1985/1989 Customer Service Representative for Agency President
Represented and executed marketing and servicing of new and renewal commercial business which included processing of applications, marketing, rating, ordering and reviewing policies, endorsement and audits as well as invoicing. Received training for direct sales from Vice President/Producer. Accounts include major medical center, oil and gas, medical malpractice, professional liability and real estate management.
Customer Service Representative for Agency President
Represented and executed marketing and servicing of new and renewal commercial lines business which included processing applications, analysis of coverages, marketing, rating, ordering and reviewing policies, endorsements and audits.
References Janet Townsley, Attorney – Satterfield & Pontikes Construction, Inc.
Linda Piserelli – President – Kitchen Equipment Fabricating
Roger Lee, Producer – Bowen, Miclette & Britt, Inc.
Sharilyn Tesson, Sr. V.P. – Bowen, Miclette & Britt, Inc.
Rhonda Mize, Producer – Bowen, Miclette & Britt, Inc.
Bettye Arnold, Sr. V.P./Quality Control – Bowen, Miclette & Britt, Inc.
Shirley Rogers – W.H.M. Custom Services, Inc.
Frankie Litchfield - Mechanical Contracting Services, Inc.
Additional references available upon request.
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