Katherine T.

Experience

• 

  A-Affordable Insurance Agency, Inc.

  Aug 2004 - Nov 2007

  Customer Service Representative

  -Quote all new business for Home/Auto only-Answer phones, transfer to correct department or CSR-A/P and A/R-Open/Close office daily.

• 

  State Farm ®

  Nov 2007 - Oct 2014

  Dickinson location: Follow up on all internet leads request, quote & bind new business and cross sell book, translate for all Spanish speaking clients, handle all commercial accounts & sales, A/P & A/R, set up marketing events. Pasadena location: Sales department lead service/sales representative, translator for agency in all Spanish speaking clients, new business & cross-sell clients. Houston Location: Strictly New Business sales; quote, bind and file paperwork. Translate for Spanish speaking clients, cross-sell book of business and set up life leads for life insurance specialist.

  • Sales And Marketing Specialist

    Nov 2011 - Oct 2014

  • Licensed Sales Producer

    Jan 2009 - Nov 2011

  • Sales Representative

    Nov 2007 - Dec 2009
• 

  Allstate

  Mar 2015 - Jul 2017

  Office Manager

  -Conduct monthly and weekly sales meetings.-Set monthly goals for office and marketing events.-Train new hires on sales/service procedures, office work flow and handle inter-office issues.- A/P & A/R, close batch file at end of day.-Follow up on incoming lead calls, internet leads and walk ins for quotes/service request on accounts.

• 

  City of Baytown, TX

  May 2018 - Jan 2020

  Police Officer

  -Patrol designated area- Assist as back up to other officers on calls-File charges at a timely manner with designated DA-Complete all reports by end of shift -Arrest & transport all prisoners to County Jail or Hospital.-Run traffic to complete daily contacts.

• 

  Angie Smith - Farmers Insurance

  Nov 2020 - May 2022

  Agency Sales Producer

  -Follow up on all Internet leads.- Complete all cross-sell request on all current accounts - Complete marketing request for dealerships, Real Estate agents, and local businesses.- Follow up on Commercial New Business accounts- Translate for all Spanish speaking clients.- Complete minimal service task and office duties.

• 

  Higginbotham

  May 2022 - Dec 2024

  Commercial Lines Client Service Manager

  Responsible for assisting producers and clients in maintaining insurance coverage for commercial lines of insurance to include processing & invoicing policies, endorsements, audits and cancellations. • Invoicing policies• Endorsements• Audits• Cancellations• Premium Allocations

• 

  Greenwood Insurance Group, Inc.

  Dec 2024 - now

  Commercial Lines Account Manager

  Serve as the primary point of contact for assigned commercial accounts, managing client communications with professionalism and urgency.Handle the end-to-end renewal process, including policy reviews, submissions, carrier negotiations, and preparing comprehensive proposals.Analyze and audit insurance policies to identify exclusions, coverage gaps, and opportunities for improvement.Collaborate with carriers to secure competitive pricing and coverage options tailored to clients’ needs.Build and maintain strong relationships with clients, carriers, and internal team members.Educate clients on their coverage and provide clear, strategic recommendations to address their evolving risks.Oversee and manage policy servicing, including endorsements, cancellations, certificates, and audits.Ensure compliance with all company policies, procedures, and regulatory requirements, while minimizing errors & omissions risks.Work closely with producers to support new business opportunities and onboarding of new clients. Show less