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CoVerica Agency Alliance - Agency Account Manager Resume Example

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Amelia Cooper
Professional Summary

Experienced personal lines Independent Insurance Agency Account Manager with strong organizational and prioritization abilities.  Mentored and assisted 57 Independent Insurance Agencies
with writing profitable business with standard market carriers in order to obtain direct carrier appointments.


Proficient in Microsoft computer applications

Excellent written and verbal communication skills

Excellent Organizational Skills

Proficient in online rating systems for all major insurance carriers

Proficient with Vertafore/AMS360 agency management system

Ezlynx comparative rater expert

CoVerica Agency Alliance Dallas, TX Agency Account Manager Jul 2012Jan 2015
  • Pre-underwriting on all personal lines new business, oversee underwriting guidelines, act as an intermediary for carrier questions
  • New member orientation and training
  • Assist member agents in obtaining direct carrier appointments and initiate and monitor book transfers
  • Reviewed and tracked loss ratios and production
  • Rate & finalized personal lines quote request submitted by member agents, issue policies in carrier system, set up in agency management system
  • Review new business apps for accuracy and completion
  • Managed members Ezlynx carrier access, defaults and logins
  • Process endorsements as received
  • Distribute new business policies, renewals, and endorsement decs. Underwriter request, inspection surveys, and policy notices (ie. cancellations, non-renewals, etc…)
  • Assisted in planning of annual network meetings for 100+ attendees

State Farm Rick Hittle Agency The Colony, TX Account Executive Jun 2009Jul 2012
  • Inside Sales of auto, home, life, health and financial products  

  • Process endorsement request, file claims, assist with billing questions and issues

Apartment Finders Dallas, TX Apartment Locator Dec 2007Jun 2009
  • Generated apartment listings for clients by utilizing ALN

  • Retrieved Lease Verifications from properties and generated invoices

Travelers Insurance Richardson, TX Assistant Account Manager Jun 2008Dec 2008
  • Entered Statements of Values for account renewals and new prospects

  • Submissions for new prospects

  • Entered prior carrier information, declined prospect files per underwriters request in CIF

  • Created loss runs reports and distributed to brokers

  • Policy Distribution, Claim Registration, Created Renewal Files

Citigroup Irving, TX Service Representative Dec 2001Jul 2005
  • Post incoming payments to customer accounts

  • Processed NSF's and Bank Adjustments

  • Completed database adjustments to apply missing and/or misapplied payments

B&H Commercial Services Dallas, TX Accounts Receivable/Coordinator Dec 1997Nov 2001
  • Maintain Peachtree and Lotus Notes database for all customer accounts

  • Invoicing and payment processing  

  • Provide customer service regarding complaints, new service, disconnects, as well as provide general assistance

  • Prepare audit and commission reports

Sanford-Brown Institute Dallas, TX Medical Assistant: Medical May 2006
Winfree Academy Irving, TX High School Diploma May 2000
Brookhaven College Farmers Branch, TX Business Management & Finance
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Resume Details

This is a real resume for a Agency Account Manager in Carrollton, Texas with experience working for such companies as Coverica Agency Alliance, State Farm Rick Hittle Agency, Apartment Finders. This is one of the hundreds of Agency Account Manager resumes available on our site for free. Use these resumes as templates to get help creating the best Agency Account Manager resume.

Previous Companies:

  • CoVerica Agency Alliance
  • State Farm Rick Hittle Agency
  • Apartment Finders

Previous Job Positions:

  • Agency Account Manager
  • Account Executive
  • Apartment Locator
  • Assistant Account Manager
  • Service Representative


  • Sanford-Brown Institute
  • Winfree Academy
  • Brookhaven College

Level of Education:

  • Medical Assistant
  • High School Diploma

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