Ann Bodkin-Smith, MBA, CPCU, CIC, CRM

Experience

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  The Insurance Connection Co, Inc.

  Jan 1983 - Jan 1999

  Operations Officer

  Successfully managed a $10M property and casualty insurance agency with a staff of twenty. Developed, implemented and monitored annual business and marketing plans. Analyzed financial reports for strategic planning. Prepared preliminary reports for quarterly tax filings and annual CPA financial statements. Responsible for payroll and payroll taxes. Analyzed and monitored monthly, quarterly and annual production and loss reports looking for trends, opportunities and areas for improvement. Supervised marketing, underwriting, customer service and bookkeeping staff. Created agency policies and procedures manual. Set employee performance standards and performed annual reviews with each employee. Responsible for insurance carrier relations, producer and company contracts, producer and agency licensing, continuing education, agency management systems, and general office management. Show less

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  Zurich Insurance

  Jun 2000 - May 2008

  Sr. Sales Executive

  Drove the development of new profitable multi line business through the independent agent distribution channel in Louisiana. Increased total written premium by at least 10% year over year. Maintained high retention ratios, even in the face of challenging rate and underwriting challenges. Developed and negotiated agency business plans including new business production, rate achievement, retention, mix of business and profitability. Focused on building agency relationships and generating cross-sell opportunities. Met regularly with agents to foster deep relationships and to understand, as well as, addresses their needs.Provided front line underwriting. Offered expert solutions for key partners and delivered high quality, leading edge technical solutions and training. Actively obtained competitor intelligence and monitored trends. Assisted in the development and execution of state strategies including products, pricing and distribution. Assisted in the development and implementation of post Hurricane Katrina CAT.Provided mentoring to fellow Sales Executives. Participated as a collaborator and presenter in several national and regional sales meetings. Show less

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  Deep South Insurance Services

  Jan 2008 - Jan 2009

  Business Development Specialist

  Produce new business through independent agents and increase total written premium through effective agency/book of business management and retention of existing accounts. Promote products and services while representing the company’s local underwriting strategy . Assure that our contractual commitments are met and negotiate programs of insurance . Create marketing strategies, conduct market research, develop brand positioning and promotional materials to develop and deliver unique products and services that meet the customers’ needs. Locate opportunities to penetrate the Louisiana market. Establish strong networks. Show less

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  University of Louisiana at Lafayette

  Jan 2008 - May 2019

  Adjunct

  Adjunct instructor for the Finance & Economics Department in the Risk & Insurance Management Program, teaching INSR 441 Introduction to Commercial Property & Casualty Insurance

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  CNA Financial

  Jan 2009 - Jan 2015

  Field Sales Specialist

  Provide marketing, technology and underwriting support to agency distribution plant in the Louisiana territory. Drive business production and develop profitable growth opportunities with current and new distribution partners. Establish and achieve production and profitability goals within the territory by identifying key agents, new business opportunities, and new agency appointments. Identify emerging distribution channels. Act as local agency advocate for communications, customer feedback, and technology issues. Identify new distributor prospects, initiate appointment process, execute contract and provide on boarding. Recommend and communicate corrective action including distributor termination. Perform the following underwriting duties, as required: Review applications and financial requirement for risk selection. Determine acceptability of risk within the letter of underwriting authority. Gather and relay competitive market intelligence and conduct rate review analysis, as required. Responsible for auditing agents that have underwriting and pricing authoriity to ensure compliance to company policy. Show less

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  TSL Insurance Group

  Jan 2015 - now

  President & Chief Operating Officer

  Assist in creating and implementing the agency's Statement of Purpose, Business Goals, Service Standards, and specific Revenue Goals. Responsible for driving profitable growth and agency operations. Develop and negotiate Producer Sales Goals. Create and monitor Individual Sales Plans with a concentration on Pipeline Development. Manage Producer Compensation Program. Develop cross sell and up sell plan for service department. Support Automation and Quality Control departments. Create and foster production relationships with carriers. Show less