Jennifer Roam
St. Louis
Overview
13
13
years of professional experience
1
1
Certification
Work History
Team Lead of Fulfillment Department
Target
09.2023 - 01.2026
- Led team to achieve operational efficiency through effective scheduling and resource allocation.
- Mentored new employees on best practices and company policies to ensure compliance and performance standards.
- Streamlined inventory management processes, reducing discrepancies and improving stock accuracy.
- Implemented training programs that enhanced team skills and improved service delivery metrics.
- Coordinated with cross-functional teams to resolve issues promptly, fostering a collaborative work environment.
- Developed standard operating procedures for various tasks, increasing productivity and consistency across shifts.
- Trained new team members by relaying information on company procedures and safety requirements.
Associate/Key Carrier
Dollar General
04.2023 - 09.2023
- Follow company work processes to receive, open and unpack boxes, cartons and totes of merchandise.
- Stock merchandise, rotate and face merchandise on shelves, and build merchandise displays.
- Open the store a minimum of one day per week; close the store a minimum of one day per week.
- Authorize and sign for refunds and overrides; count register; drive to bank and deposit money in bank.
- Assist in ensuring the financial integrity of the store through strict cashier accountability, key control and adherence to company security practices and cash control procedures.
- Assist with management of the store in the Store Manager’s absence.
- Provide superior customer service leadership.
- Comply with company policies and procedures; assist the Store Manager in ensuring employee compliance.
- Assist Store Manager, as directed, in completing all paperwork and documentation according to guidelines and deadlines.
- Operate cash register and scanner to itemize and total customer’s purchase; bag merchandise.
Commercial Lines Account Manager
Daniel and Henry
08.2022 - 11.2022
- Service new and existing clients through cross-selling opportunities, account development, execution of client requests and problem solving
- Capture, assist, design and manage the service platform. Handle all aspects of Commercial Lines Property & Casualty Insurance
- Analyze and compare carrier quotes for proper coverages, terms and conditions
- Adhere to Commercial Lines Best Practices including written confirmation of new and renewal binding, evidence of coverage, changes to coverage and other related items.
- Prepare proposals and summaries of insurance, as needed. Maintain a high degree of accuracy in agency management and document management systems.
- Identify exposure to loss and recommend appropriate coverage's in coordination with Sales Executive/Account Executive(s).
- Responsible for issuing COIs for large commercial construction accounts with an average premium of $200,000+
- Assist in managing, monitoring and meeting deadlines for a large volume of complex accounts
- Researched and compiled answers to client policy and coverage questions
- Initiated relationships with and communicated with client decision makers and insurer personnel
- Identified, compiled and managed information regarding account renewal, rounding and cross-sell opportunities
- Requested, installed and implemented policy changes and prepared new and renewal business submissions
- Managed policy checking and delivery within mandated time-frame
Commercial Lines Account Manager
Midwest Risk Partners
12.2021 - 08.2022
- Used problem solving skills to develop insurance quotes and shopping renewals.
- Assisted clients with policy changes.
- Responsible for marketing renewals.
- Helped clients round out their accounts and issued insurance documentation.
- Answered client questions, helped clients with payments, and followed up with clients to ensure satisfaction.
Senior Personal Lines Account Manager
Siebert Insurance Agency
03.2020 - 12.2021
- Working on existing books of business, thereby producing additional business for the agent.
- Taking payments; processing changes to existing policies; evaluating existing policies for upgrades and/or changes; answering phones; greeting walk-in customers; and telemarketing
- Identified, compiled and managed information regarding account renewal, rounding and cross-sell opportunities
- Re-marketing accounts
Commercial Lines Account Manager
USI/Wells Fargo Insurance Services
05.2013 - 02.2020
- Service new and existing clients through cross-selling opportunities, account development, execution of client requests and problem solving
- Serviced a book of $1MM in Revenue with an average premium of $100,000
- Capture, assist, design and manage the service platform. Handle all aspects of Commercial Lines Property & Casualty Insurance
- Submit to eligible and appropriate carriers and follow-up to ensure timely receipt of quotes and policies.
- Analyze and compare carrier quotes for proper coverages, terms and conditions
- Adhere to Commercial Lines Best Practices including written confirmation of new and renewal binding, evidence of coverage, changes to coverage and other related items.
- Prepare proposals and summaries of insurance, as needed. Maintain a high degree of accuracy in agency management and document management systems.
- Identify exposure to loss and recommend appropriate coverage's in coordination with Sales Executive/Account Executive(s).
- Responsible for issuing COIs for large commercial construction accounts with an average premium of $200,000+
- Responsible issuing OCIPs and OCPs
- Assist in managing, monitoring and meeting deadlines for a large volume of complex accounts
- Researched and compiled answers to client policy and coverage questions
- Initiated relationships with and communicated with client decision makers and insurer personnel
- Identified, compiled and managed information regarding account renewal, rounding and cross-sell opportunities
- Requested, installed and implemented policy changes and prepared new and renewal business submissions
- Managed policy checking and delivery within mandated time-frame
Education
High School - undefined
Smyrna High School
undefined
Austin Community College
Skills
- Nexsure, Sagitta, AMS, SIS, AMS360, Epic and Applied
Certification
MO Property & Casualty Licensed, Oct 2009
Insurance Carriers
ACUITY, Hartford, Travelers, Cincinnati, Nationwide, MEM, Safeco, Kemper, Allstate, State Auto, Secura, Employers, Selective, Accident Fund, Philadelphia, AmWins, Hanover, Chubb and multiple wholesalers.
Timeline
Team Lead of Fulfillment Department
Target
09.2023 - 01.2026
Associate/Key Carrier
Dollar General
04.2023 - 09.2023
Commercial Lines Account Manager
Daniel and Henry
08.2022 - 11.2022
Commercial Lines Account Manager
Midwest Risk Partners
12.2021 - 08.2022
Senior Personal Lines Account Manager
Siebert Insurance Agency
03.2020 - 12.2021
Commercial Lines Account Manager
USI/Wells Fargo Insurance Services
05.2013 - 02.2020
High School - undefined
Smyrna High School
undefined
Austin Community College