Alicia W. Lentz
Associate Insurance Broker, Small Commercial Lines
Omaha, NE · (402) 555 0171 · name@example.com · linkedin.com/in/aliciawlentz
Key Qualifications
EXPERIENCE
Two years in small commercial lines brokerage
INDUSTRIES
Residential contractors, retail, light manufacturing
SPECIALTIES
Submissions, certificates of insurance, renewal preparation
SYSTEMS
Applied Epic, Indio, Verisk rating, Microsoft Excel
CREDENTIALS
Nebraska property and casualty producer license
EDUCATION
Bachelor of Science in risk management and insurance, 2023
Executive Summary
Associate broker with two years in a Nebraska independent agency, placing business owners policies, commercial automobile and workers compensation for contractors and main street retailers. Holds a Nebraska property and casualty producer license, prepares submissions in Applied Epic and tracks quote to bind results on every account she touches.
Signature Achievements
- Placed 41 new small commercial accounts in one year for 312 thousand dollars of written premium.
- Lifted renewal retention on her assigned book from 84 percent to 91 percent over four quarters.
- Cut average submission turnaround from six days to two by standardizing carrier appetite checklists.
- Recovered nine accounts flagged for nonrenewal by rebuilding loss summaries and remarketing them early.
Professional Experience
Associate Insurance Broker
Platte River Insurance Advisors, Omaha, NE 2024 to present
Book of 190 small commercial accounts under one senior producer at a 22 person independent agency.
- Builds submissions for eight admitted carriers and two excess and surplus lines wholesalers.
- Prepares renewal proposals showing coverage changes, premium movement and loss history.
- Issues certificates of insurance and additional insured endorsements the same business day.
Insurance Customer Service Representative
Aksarben Agency Partners, Omaha, NE 2023 to 2024
Personal lines service desk handling 40 client calls a day for a two office agency.
- Processed policy changes, mortgagee updates and payment questions for homeowners and automobile clients.
- Quoted monoline homeowners business and referred commercial exposures to the producer team.
- Maintained a clean audit file on every account transferred to commercial lines.
Licensure and Certification
Nebraska resident property and casualty producer license
Associate in General Insurance designation in progress
Member, Independent Insurance Agents and Brokers of America
Education
Bachelor of Science in risk management and insurance, University of Nebraska at Lincoln, 2023
Core Skills
Submission preparation · Carrier appetite matching · Applied Epic · Certificate issuance · Renewal proposals · Loss run analysis · Business owners policies · Workers compensation · Client service · Quote to bind tracking