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Patricia
Letner
7021
NA 450 Drive
Parrot
Beak St., Virginia 40215
250-729-5555
Cell
Experience:
T.
R. Jones & Company, Homestead, Virginia
Commercial/
Personal Lines Manager 2008
- Present
o
Managed
the Commercial, Mark eting and Personal Lines
Departments
o
Go
to person for markets and strategy for renewals
o
Assisted
with computer issues
o
Met
with company representatives and shared market
information with staff - Carriers included but not limited to: Travelers, CNA, Zurich ,
Crum & Forster, Allstate and FCCI
o
Assisted
in placing new carrihttps://docs.google.com/uc?id=16EZdxIxRE1dM7eHTBi7ELgKnn3AW7OhF&export=downloader contracts or renewal of carrier contracts
o
Assisted
in writing the personal lines and small commercial business procedure manual
o
Ran
monthly renewal meetings – To provide market assistance and strategy for
renewals
o
Assisted
the CFO in the daily operations of the agency
Sr
Commercial Lines Account Manager 1988
– 2008
o
Handled
a bo
of business for one of the principals – Total book of business was
approximately $500,000 revenue
o
Agriculture
Accounts - $5,000 - $25,000 revenue
o
Construction
Accounts - $5,000 - $60,000 revenue
o
Condominiums
- $5,000 - $30,000 revenue
o
Affordable
Housing - $50,000 revenue
Licenses
& Program Knowledge:
·
220
License
·
AMS
360
·
Office
2003 and Office 2007 (Word, Excel, Outlook)
·
Paperless
environment
·
Scanning
& emailing documents, uploading documents
References
Available Upon Request:
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