Bruce Wilcoxon

Experience

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  AccuQuote

  Aug 2006 - Dec 2011

  Multi-Line Insurance Agency Sales and Service

  • Sales and Customer Service Specialist

    Mar 2011 - Dec 2011

  • Production Assistant (Sales)

    Aug 2006 - Mar 2011
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  Allstate

  Dec 2011 - Oct 2016

  Business Insurance Specialist (Sales)

  • Partnered with Agency Owners and Licensed Sales Producers to place commercial policies with Allstate and brokering partners• Gathered information directly from clients to determine needs, policy type, and eligibility for products• Used multiple quoting systems to quote and issue Business Owners Policies, Commercial Package Policies, Commercial Auto Policies, Workers Compensation Policies, and Bonds• Utilized sales skills to consistently place over fifty items per month• Assisted clients and track policies through the underwriting process until placed in-force• Memorized and maintained information on eligibility for multiple business types, states, and companies• Communicated policy acceptance or declination reasons directly with clients and agency force• Used Dynamics, Siebel, and other proprietary software to track clients from submission through policy issuance• Attended and presented information at key agency functions such as MOC meetings, Top Commercial Producer forums, Senior Leadership roundtables, Commercial Conference Calls, and Agency Advisory Board meetings. Show less

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  Worthy Insurance Group

  Oct 2016 - Oct 2017

  VP Commercial Lines

  Worthy Insurance Group focuses on providing risk management and insurance services to businesses throughout the United States. The main areas of focus falls within the healthcare industry including hospice, assisted living, independent living, and home health care.

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  Allstate

  Oct 2017 - now

  Relationship Manager - Commercial Lines - Ivantage

  Develop strategic solutions for large independent agency utilizing insurance carrier network.