1. Sarah Willison
117 Prairie View Lane
Royse City, TX 75189
willisonfamily08@gmail.com
469-434-4337
Objective:
Work with the affluent and or mid-market clients to place their coverage
with the best product for their needs. Each client may have very different
and specific needs. Depending on their assets. My goal is to be the person
they can trust to find the perfect coverage for them. I work well in a team
setting or alone. I am a self-starter and have a great relationship with all of
the underwriters thus making it easy for the companies to do business with
me.
Work Experience:
Waldman Bros 04/12/2008-08/20/2010
Personal Lines Account Manager
Job included:
Preparing proposals for producers
Binding the coverage
Prepared accord applications
Following up with the insured
Renewal reviews
General policy processing
Market Scout 08/2006-11/2007
Personal Lines Underwriter
Job included:
Prepared quotes for agents with AIG, Hiscox, Lexington.
Followed up on renewal accounts
Policy Processing

2. Ron Patterson Insurance Agency 09/15/2005 - 06/22/2006
Personal Lines CSR/Account Manager
Answer phones for alpha split of customers
Helped with the updating up their policies
Made appropriate changes
Recommended coverage changes as necessary
Reviewed policies at renewal to find the best rate for the client
Account rounding as needed.
Kouser Insurance Agency 09/01/2004 – 07/14/2005
Personal Lines CSR/Account Manager
Answer phones for alpha split of customers
Helped with the updating up their policies
Made appropriate changes
Recommended coverage changes as necessary
Reviewed policies at renewal to find the best rate for the client
Account rounding as needed.
The Body Shop 07/01/1999- 02/15/2002
Garland Texas
Started as the front desk receptionist
Answering a multi-line phone system
Helped customers understand the process of the body shop
repair.
Called the proper towing Agency to pick up their vehicle
Went to the accounting department in my 2nd
year. And was doing multiple task such as payroll and billing.
Then I transferred to the new Body Shop in McKinney, TX
Trained new receptionist.
Learned the parts department.

3. References:
Stephanie Hanks – 972-759-3736
Linda Trejo – 972-759-3740
Companies I am familiar with
Fireman’s Fund
Chubb
Pure
ACE
PCG
Travelers
The Hartford
The Republic Group
Kemper
Progressive
Safeco
Met-Life
And Many more.
Programs I have used:
TAM
AMS360.
Fax advantage
Microsoft Office
License:
Texas General Lines License 2002-2018