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Martha Gonzalez-Adams
214-710-7216
PROFESSIONAL EXPERIENCE
AmWins Brokerage of Texas-Dallas, TX February 2015-June2015
Binding in NICO rater, Hallmark rater, AGCS
Bind General Liability, Umbrella, & Commercial Auto policies
Process Loss Runs
Invoicing
Policy issuance for admitted and non-admitted carriers
Underwriting and processing on accounts we write
Handle all company crits
Correspondence handling with both agents and companies
Services all transportation accounts, including resolving agents' inquiries, complaints, requests, and
policy processing activities within guidelines
Miscellaneous paper work on existing files
Processing transportation state and federal filings when needed
Process cancelations/reinstatements
Gathering information and completing tasks to support the underwriter
The Phoenix Insurance Agency-Dallas, TX January2014-February 2015
Insurance Agent
Attend a minimum of 2 car shows for leads, agency specializes in antique, classic & exotic cars
Completely and independently handle Commercial Account Management
Work with at least 5 different standard line companies to determine the best value for clients
Also worked with 3 outside underwriters to market out to non-standard lines and alternative markets
Maintain all acords & supplemental applications for new and renewal commercial business
Contact all renewal clients in a timely manner
Meet a monthly and yearly sales quota
Process endorsements/ policy changes
Maintained a daily dry erase board to track all potential new business in a timely manner
Research all businesses prior to actually quoting the business in efforts to analyze all possible liability
risks & exposures
Handle trucking brokers promptly and supplying the needed Certificates of Insurance
Confirm basic trucking information with TX Dot
Check for number of “out of service” inquiries with TX Dot
Confirm all needed forms and filings are accurate for binding process for all transportation quotes
Recently expanded sales to personal lines
Also all duties listed below under Allstate Insurance duties
Saffe Property & Casualty-Dallas, TX September 2012-January 2014
Underwriter Assistant
Processed telephone inspection request to 3rd party company daily
Evaluated the incoming telephone inspections reports daily and make sure they are attached to policy in
a timely manner
Assessed all information is complete on telephone inspection report
Determined if the figures reported during telephone inspection and initial workbook are within the
guidelines
If not:
Contacted the appropriate underwriter for further instruction and issue an invoice or leave as is
Input all information submitted via email for a submission clearance
Have all accords and correspondence attach to policy record for underwriter review prior to quoting process
Answered incoming telephone calls and directed to correct department
Allstate Insurance-Rockwall, TX March 2012-August 2012
Insurance Agent
Rapidly learned and mastered various computer programs that converted many application processes into
internet based applications
Prepared and presented quotes and proposed coverage based on customer needs
Entered rating information into system; providing quotes to customer and bind coverage
Completed necessary application information, obtaining necessary documentation for new business
Received payment and applied money to current policy holders
Responsible for achieving individual sales and market share objectives within the target market, including: new business and the retention of present business through cross selling of the current book of business
Provided customer service to policyholders by communicating with internal/external personnel
regarding problem situations
Performed other related duties as assigned
Farmers Insurance-Michael Jarrell Ins Agency-Dallas, TX September 2007-March 2010
Insurance Agent
Specialized in small restaurant commercial policies
Searched new business leads through various agencies, e.g. Dallas Observer and Chamber of Dallas meets
and pamphlets
Rapidly learned and mastered varied computer programs that converted many application processes into
internet based applications
Prepared and presented quotes and proposed coverage based on customer needs
Worked closely with business owners preparing and presenting quotes and proposed coverage for their
business
Visited various businesses proposing quotes and marketing
Entered rating information into system; providing quotes to customer and bind coverage Completed necessary application information, obtaining documentation for new business
Received payment and applied money to current policy holders
Responsible for achieving sales quotes and market share objectives within the target market, including new business and the retention of present business
Provided customer service to policyholders by communicating with internal/external personnel
regarding problem situations
Perform other related duties as assigned
State Farm Insurance -Garland, TX June 2005-September 2007
Insurance Agent
Specialized in small restaurant commercial policies
Searched new business leads through various agencies, e.g. Dallas Observer and Chamber of Dallas meets
and pamphlets
Rapidly learned and mastered varied computer programs that converted many application processes into
internet based applications
Prepared and presented quotes and proposed coverage based on customer needs
Worked closely with business owners preparing and presenting quotes and proposed coverage for their
business various businesses proposing quotes and marketing
Entered rating information into system; providing quotes to customer and bind coverage Completed necessary application information, obtaining documentation for new business
Received payment and applied money to current policy holders
Responsible for achieving sales quotes and market share objectives within the target market, including new
business and the retention of present business
Provided customer service to policyholders by communicating with internal/external personnel
regarding problem situations
Perform other related duties as assigned
Dallas County-Dallas, TX September 2004-June 2005
Justice of Peace
Lifted active warrants
Set court dates
Skip trace
Arranged payment plans for fines and citations
Arranged for incarcerations of bond fortitudes
Processed Evictions
Customer Service
David's Bail Bonds-Dallas, TX March 2002-July 2004
Bail Bondsman
Processed affidavits for County & District Courts
Skip trace
Worked with Crime Stoppers obtaining criminal information to be posted in The Dallas Morning News
Paper
Managed office independently for long periods at a time
Posted bail bonds at various county jails and traveled to outside counties daily
Handled large quantities of money at any one time for bail bond posting purpose EDUCATION
High School Diploma
Some College Courses
Property and Casualty Licensed
PROFESSIONAL SKILLS
Bilingual in Spanish/English in written, reading and speaking
Microsoft Office: Word, Excel, PowerPoint, and Outlook
General Office Skills
Computer Savvy
Great Customer Service
Marketing & Sale
Insurance billings
Front Office Operations
Underwriter Assistant
Request & Obtain all Telephone Inspections
