Crystal Moran
Antioch,CA
Overview
17
17
years of professional experience
Work History
Account Executive
Travelers Insurance
01.2021 - Current
- Manage profitability, growth, and retention of book of business while cultivating and maintaining strong relationships with key agency partners
- Utilize knowledge of insurance principles, policies, and collaboration skills to make sound underwriting decisions
- Understand the local insurance marketplace, industry business operations, critical issues and financial drivers that affect the region
- Strong collaboration with Sales Executive to develop agency sales/business plans to meet new business objectives
- Successfully navigated through a tougher territory assignment largely comprised of rooftop-heavy agencies by maintaining crucial agency relationships, especially within a higher-profile agency
- Act as an informal floor leader and advocate supporting peers by answering questions, troubleshooting system issues, and modeling adaptability to change.
- UPDP Co-Mentor (Secondary 2021-2022 and Primary 2024)
- Participant of Field Development Group-Cohort III (April 2023-Current)
- Real Estate Industry Advocate and CA Out of Territory Rooftop Contact (2023-Current)
- Travis for Workers Comp Change Champion (2022-Current)
- Workers Comp Subject Matter Expert-2024
- Workers Comp Task Force Member-2024
Underwriting Professional Development Program
Travelers Insurance
02.2020 - 01.2021
- Participant of a structured training program where I learned underwriting skills and philosophies including knowledge of products and strategies, negotiation, marketing, sales, and relationship building through a blend of mentorship, classroom instruction, and on-the-job training.
Account Manager-Select Accounts
Travelers Insurance
11.2015 - 02.2020
- Contributed to growth and retention goals by partnering with Account Executives on new business and renewal activities providing the necessary information to make sound underwriting decisions
- Established and maintained strong relationships with agency partners by being the first point of contact providing timely responses to coverage, eligibility and pricing inquiries.
Multi Line Claims Representative
Progressive Insurance
07.2007 - 06.2015
- Provided immediate claims service while maintaining excellent file quality, accurate estimates, and optimizing expenses
- Analyzed and investigated first and third-party bodily injury and property damage claims for commercial and personal auto, motorcycles, and all other specialty product lines
- Managed a high level of claims volume while continuously exceeding customer and company expectations.
- Acknowledged for superior customer service by the CEO via handwritten letter and invitation to dinner with the state's top NPS performers
- Trained and mentored new hires and acted as interim team lead during extended medical leave of local leader
- Work Environment Team Lead (2012-2015)
- Steering Team Lead representing my office in quarterly meetings facilitating communication between the local team and home office (2013-2015)
Education
Bachelor of Science - Industrial and Organizational Psychology
California State University, East Bay
Hayward, CA06.2007
Accomplishments
- Knowledge of Select policy forms, coverage enhancements, and underwriting appetite
- Strong customer service and relationship building skills
- Coaching and Mentoring
- Analytical, time management, and communication skills
- Toastmasters-VP of Education (2021-2024)-Member since 2019
Timeline
Account Executive
Travelers Insurance
01.2021 - Current
Underwriting Professional Development Program
Travelers Insurance
02.2020 - 01.2021
Account Manager-Select Accounts
Travelers Insurance
11.2015 - 02.2020
Multi Line Claims Representative
Progressive Insurance
07.2007 - 06.2015
Bachelor of Science - Industrial and Organizational Psychology
California State University, East Bay
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