MARGARET ROGERS
Benton
Summary
Dynamic insurance professional with over 10 years of experience specializing in personal lines products, along with a strong understanding of commercial and professional management liability lines. Proven track record of delivering exceptional service and tailored solutions to meet diverse client needs. Expertise in navigating complex insurance landscapes, ensuring compliance while maximizing coverage benefits. Committed to fostering long-term relationships and driving business growth through strategic risk management.
Overview
10
10
years of professional experience
Work History
Account Underwriter
Travelers Insurance
05.2022 - Current
- With Travelers Insurance, I work with local agents to help assist them with their questions regarding professional management liability insurance products for private and non-profit organizations.
- I am their expert for Crime, Cyber, EPL, Fiduciary, D&O, and K&R.
- I also manage my own book of business with our local agents, conduct policy changes, work new business, etc. I have to meet monthly sales goals and yearly sales goals.
- I meet with our local agents when needed, so I have to be punctual for those meetings and present any changes with our products, any updates, new coverages, etc.
Commercial Lines Account Tech
Meadors, Adams and Lee
08.2021 - 05.2022
- In August earlier this year, I had the opportunity to move to the Commercial Lines Account Technician position.
- I work in the small business department with the Account Manager of said department. As an Account Tech, I assist with the following tasks:
- Reviewing Endorsement downloads that come in to make sure it matches the change request submitted by the Account Manager and I relabel the document, service summary row, and activity (I do this for all the tasks listed below). I also send an email to the insured describing the change and if they need further assistance to contact the Account Manager.
- Reviewing Cancellation for Non-Payment notices by checking the company's website to see if payment has been made or not. If not, I send an email to the client with the cancellation notice and say if they need further assistance to contact the Account Manager.
- Emailing Non-Renewal Notices to the Account Manager & Producer.
- Reviewing Workers Compensation/General Liability Audits by seeing if there is a return or additional premium owed to the insured. For either possibility, I send an email to the insured advising the audit's results and say if they need further assistance to contact the Account Manager.
- I assist with sending out certificates of insurance to clients per their requests and I also assist the Account Manager with sending out COIs at renewal and Auto I.D Cards at renewal.
- I review new business/renewal policies for that come in to make sure it matches the quote or proposal that's presented. If any discrepancies, I email the Account Manager to reconcile. If everything is correct, I email to The Insured.
Personal Lines Account Tech/Account Manager
Meadors, Adams and Lee
12.2019 - 08.2021
- At Meadors, Adams and Lee, I started as a Personal Lines Account Technician. An Account Technician assisted the Personal Lines Account Manager with their daily tasks. Those daily tasks included: processing endorsements the Account Manager received/take insured's calls in their absence to process any changes needed.
- Quoting New Business and Renewal packages/policies, such as auto, home, umbrella, flood, for clients and giving those quotes back to the Account Manager or I would email/call the client to present the information. There were also instances I received calls from new clients, I would get their information and quote the lines needed & present to the client.
- Processing policy cancellation requests/taking insureds calls to make payments over the phone. I would email the client confirmation of the receipt/cancellation confirmation.
- File claims the Account Manager needed me to and take insured's calls over the phone to process auto and home claims for the client.
Personal Lines Underwriter
Auto-Owners Insurance Company
06.2016 - 12.2019
- As a personal lines underwriter, there were a multitude of tasks that I had to complete each day. I reviewed new business, renewals, surveys and endorsements for auto, home, umbrella, and dwelling fire policies. While I do those tasks, I was also in charge of answering phone calls and emails I received from insurance agents to find solutions to any questions they had to the insurance products. In one week, I received 150 phone calls. Being able to multi-task is something I excel in.
- In addition, I led monthly meetings for the personal lines team to help outline a line of business to help clarify and educate the latest changes that happened within the products.
- We also went on agency visits and discussed any questions agents had and discussed their needs from underwriting. I also assisted in quoting.
Education
Mass Communications -
University of Arkansas at Little Rock
Little Rock12.2015
Skills
- Attentive listener and clear communicator
- Experienced in coordinating various projects under tight timelines
- Task-oriented team player
- Committed to continuous personal development
- Effective organizational skills
- Experienced in diverse computer applications
- Proficient in negotiation strategies
- Streamlining policy renewals
- Data analysis
- Comprehensive risk oversight
Timeline
Account Underwriter
Travelers Insurance
05.2022 - Current
Commercial Lines Account Tech
Meadors, Adams and Lee
08.2021 - 05.2022
Personal Lines Account Tech/Account Manager
Meadors, Adams and Lee
12.2019 - 08.2021
Personal Lines Underwriter
Auto-Owners Insurance Company
06.2016 - 12.2019
Mass Communications -
University of Arkansas at Little Rock