Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kimberly Lightcap

Allentown

Summary

Strategic Commercial Lines Account Manager with extensive insurance industry experience, excelling in policy analysis and client services. Proven track record in account retention and relationship management. Committed to continuous education and enhancing industry knowledge to better serve clients.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Commercial Lines Account Manager

HUB International Three Rivers
04.2023 - Current
  • Managed commercial and personal lines accounts, predominantly located in eastern Pennsylvania. Account sizes varied from $500 annual premium to $750,000 in annual premium.
  • Provided informed guidance to assist clients in choosing and modifying commercial insurance products to suit business needs.
  • Maintained and enhanced industry knowledge through continuous education courses.
  • Maintained required data in Epic agency management system to follow corporate guidelines.
  • Met with customers to provide information about available products and policies, complete application process, and perform onsite inspections, when needed.
  • Assisted customers in completion of premium audits.
  • Acted as the local office liaison in matters pertaining to information technology changes, installation of new office equipment, new telephone systems.
  • Conducted local office file audits for all account managers.

Commercial Lines Account Manager

Weiss-Schantz Agency, Inc.
11.2014 - 04.2023
  • Managed commercial and personal lines accounts, predominantly located in eastern Pennsylvania. Account sizes varied from $500 annual premium to $100,000 in annual premium.
  • Maintained required data in AMS360 agency management system in accordance with office guidelines.
  • Met with customers to provide information about available products and policies, complete application process, and perform onsite inspections, when needed.
  • Assisted customers in completion of premium audits.
  • Worked closely with contracted IT company and office machine vendor to facilitate technology changes and enhancements, procurement and installation of new office equipment and new telephone systems.
  • Met regularly with insurance carrier representatives for product reviews, discussion of new business opportunities, discussion of upcoming customer renewals.
  • Maintained and enhanced industry knowledge through continuous education courses.

Customer Service Representative

Sterner Insurance Associates
11.2012 - 11.2014
  • Prepared certificates of insurance and endorsements for delivery to clients.
  • Reviewed policies for accuracy to facilitate corrections between client and carrier.

Commercial Lines Account Manager

Weiss-Schantz Agency Inc
HELLERTOWN, PA
03.2009 - 10.2012

Commercial Lines Underwriter & Agency Management

Selective Insurance
05.2000 - 11.2008
  • Applied accurate pricing standards to meet business needs and customer requirements.
  • Provided technical expertise and mentoring to junior underwriting staff.
  • Maintained current understanding of industry and underwriting procedures.
  • Acted as workers compensation line lead for Pennsylvania and Delaware.
  • Regional workers compensation trainer.
  • Conducted marketing and field underwriting for independent agencies in Eastern Pennsylvania territory. Produced over $3,000,000 in new commercial lines premium in 2008.

Education

Bachelor of Science - Psychology

DeSales University
Center Valley, PA

ARM, AU, AIS, ACS Designations - Insurance

Insurance Institute of America

Skills

  • Policy analysis
  • Account retention
  • Client services
  • Carrier and client relationship management
  • Record keeping

Certification

  • Pennsylvania Property & Casualty License
  • Associate in Risk Management (ARM)
  • Associate in Underwriting (AU)
  • Associate in Insurance Services (AIS)
  • Associate, Customer Service (ACS)

Timeline

Commercial Lines Account Manager

HUB International Three Rivers
04.2023 - Current

Commercial Lines Account Manager

Weiss-Schantz Agency, Inc.
11.2014 - 04.2023

Customer Service Representative

Sterner Insurance Associates
11.2012 - 11.2014

Commercial Lines Account Manager

Weiss-Schantz Agency Inc
03.2009 - 10.2012

Commercial Lines Underwriter & Agency Management

Selective Insurance
05.2000 - 11.2008

Bachelor of Science - Psychology

DeSales University

ARM, AU, AIS, ACS Designations - Insurance

Insurance Institute of America

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Kimberly Lightcap