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Before
Automation Technology Specialist – Lighthouse Insurance
Training agents on rating and processing programs throughout the territory of AL, TN and
LA. Programs including Exchange, Choice Point and AMS Rating Software
Responsible for training agents on website applications including billing inquiry, policy
document view, and account alerts
Training and helping agents move toward “paperless” environment
Trained agents to bridge and download between their agency management system and
the company rating system
Responsible for introducing and training all agents on InterLink throughout AL, TN and
LA. Organizing and implementing group trainings and individual agency trainings.
Soliciting and assisting agencies with book rolls and new business production
Responsible for monitoring and assisting agents with production, loss ratio and overall
performance with Arnold Insurance
1998 - 2000 American Family Insurance Agency Madison, WI
Producer / Agency Manager – Southwest Division
Responsible for marketing new agency, contracting with companies and implementing
agency procedures
Office manager and producer of personal lines and small business independent agency
Responsible for new business production and renewals
Responsible for agency accounting and billing
Commercial Account Manager – Northeast Division
Servicing Veterinary Program and various small business accounts
Rating and issuing Builders Risk policies
1998 Finland Middle School Columbus, OH
Teacher
Seventh Grade World History Teacher
1994 – 1997 American Family Insurance Madison, WI
Commercial CSR
Servicing various large commercial accounts including working renewals and
endorsements
Rating and issuing builders risk and contractors equipment policies
Education
1997 Ohio State University Columbus, OH
Interdisciplinary Studies
Accreditations
Certified Insurance Counselor (CIC) Designation, Certified in Professional Sales Skills
General Lines Agent’s License – Property and Casualty
References
Available upon request
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