Melanie Lind

Experience

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  Capri Insurance

  Nov 2005 - Nov 2006

  Autoplan Agent
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  Capri Insurance

  Jan 2010 - Mar 2015

  Commercial Marketing Division

  Built and maintained effective relationships with internal sales staff and external markets, sharing risk knowledge, negotiating and placing business. Analyzing client coverage and identifying exposures, assisting in market and coverage inquires. Ensuring the accuracy of policy documentation and preparing submissions, proposals, comparison spreadsheets, binders and endorsements.

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  Western Financial Group

  Sept 2015 - Apr 2019

  Licensed Insurance Agent

  Promoting and selling insurance products and services, conducting sales calls and processing changes in accordance with customer requirements. Maintaining and growing a Personal and Commercial insurance book of business. Accepting, quoting and selling insurance within underwriting binding authority. Assisting in referrals for Life and Disability Insurance. Liaising between client and external insurance companies to ensure fair and proper representation for both parties in a timely manner. Show less

• 

  Valley First, a division of First West Credit Union

  Apr 2019 - Nov 2019

  Assistant Branch Manager
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  Sienna Senior Living

  Jan 2020 - Jun 2020

  Office Manager
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  The Cooperators Solve Insurance

  Aug 2020 - Jun 2022

  • Commercial Insurance Agent

    Oct 2021 - Jun 2022

  • Office Manager

    Aug 2020 - Jun 2022
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  Johnston Meier Insurance Agencies Group

  Jun 2022 - now

  Commercial Marketing Specialist