Martha Gonzalez-Adams has over 15 years of experience in the insurance industry. She has held positions as an insurance agent for multiple companies, including Allstate, Farmers, and State Farm. She specialized in commercial policies for small restaurants. Her experience also includes underwriting assistant roles processing inspections and applications. She is bilingual in Spanish/English with proficiency in Microsoft Office, customer service, and insurance billing.

1. Martha Gonzalez-Adams
214-710-7216
pattyadams2004@yahoo.com
PROFESSIONAL EXPERIENCE
AmWins Brokerage of Texas-Dallas, TX February 2015-June2015
 Binding in NICO rater, Hallmark rater, AGCS
 Bind General Liability, Umbrella, & Commercial Auto policies
 Process Loss Runs
 Invoicing
 Policy issuance for admitted and non-admitted carriers
 Underwriting and processing on accounts we write
 Handle all company crits
 Correspondence handling with both agents and companies
 Services all transportation accounts, including resolving agents' inquiries, complaints, requests, and
policy processing activities within guidelines
 Miscellaneous paper work on existing files
 Processing transportation state and federal filings when needed
 Process cancelations/reinstatements
 Gathering information and completing tasks to support the underwriter
The Phoenix Insurance Agency-Dallas, TX January2014-February 2015
Insurance Agent
 Attend a minimum of 2 car shows for leads, agency specializes in antique, classic & exotic cars
 Completely and independently handle Commercial Account Management
 Work with at least 5 different standard line companies to determine the best value for clients
 Also worked with 3 outside underwriters to market out to non-standard lines and alternative markets
 Maintain all acords & supplemental applications for new and renewal commercial business
 Contact all renewal clients in a timely manner
 Meet a monthly and yearly sales quota
 Process endorsements/ policy changes
 Maintained a daily dry erase board to track all potential new business in a timely manner
 Research all businesses prior to actually quoting the business in efforts to analyze all possible liability
risks & exposures
 Handle trucking brokers promptly and supplying the needed Certificates of Insurance
 Confirm basic trucking information with TX Dot
 Check for number of “out of service” inquiries with TX Dot
 Confirm all needed forms and filings are accurate for binding process for all transportation quotes
 Recently expanded sales to personal lines
 Also all duties listed below under Allstate Insurance duties
Saffe Property & Casualty-Dallas, TX September 2012-January 2014
Underwriter Assistant
 Processed telephone inspection request to 3rd party company daily
 Evaluated the incoming telephone inspections reports daily and make sure they are attached to policy in
a timely manner
 Assessed all information is complete on telephone inspection report
 Determined if the figures reported during telephone inspection and initial workbook are within the
guidelines

2. If not:
 Contacted the appropriate underwriter for further instruction and issue an invoice or leave as is
 Input all information submitted via email for a submission clearance
 Have all accords and correspondence attach to policy record for underwriter review prior to quoting process
 Answered incoming telephone calls and directed to correct department
Allstate Insurance-Rockwall, TX March 2012-August 2012
Insurance Agent
 Rapidly learned and mastered various computer programs that converted many application processes into
internet based applications
 Prepared and presented quotes and proposed coverage based on customer needs
 Entered rating information into system; providing quotes to customer and bind coverage
 Completed necessary application information, obtaining necessary documentation for new business
 Received payment and applied money to current policy holders
 Responsible for achieving individual sales and market share objectives within the target market, including:
new business and the retention of present business through cross selling of the current book of business
 Provided customer service to policyholders by communicating with internal/external personnel
regarding problem situations
 Performed other related duties as assigned
Farmers Insurance-Michael Jarrell Ins Agency-Dallas, TX September 2007-March 2010
Insurance Agent
 Specialized in small restaurant commercial policies
 Searched new business leads through various agencies, e.g. Dallas Observer and Chamber of Dallas meets
and pamphlets
 Rapidly learned and mastered varied computer programs that converted many application processes into
internet based applications
 Prepared and presented quotes and proposed coverage based on customer needs
 Worked closely with business owners preparing and presenting quotes and proposed coverage for their
business
 Visited various businesses proposing quotes and marketing
 Entered rating information into system; providing quotes to customer and bind coverage
 Completed necessary application information, obtaining documentation for new business
 Received payment and applied money to current policy holders
 Responsible for achieving sales quotes and market share objectives within the target market, including new
business and the retention of present business
 Provided customer service to policyholders by communicating with internal/external personnel
regarding problem situations
 Perform other related duties as assigned
State Farm Insurance -Garland, TX June 2005-September 2007
Insurance Agent
 Specialized in small restaurant commercial policies
 Searched new business leads through various agencies, e.g. Dallas Observer and Chamber of Dallas meets
and pamphlets
 Rapidly learned and mastered varied computer programs that converted many application processes into
internet based applications
 Prepared and presented quotes and proposed coverage based on customer needs
 Worked closely with business owners preparing and presenting quotes and proposed coverage for their
business various businesses proposing quotes and marketing
 Entered rating information into system; providing quotes to customer and bind coverage
 Completed necessary application information, obtaining documentation for new business
 Received payment and applied money to current policy holders
 Responsible for achieving sales quotes and market share objectives within the target market, including new

3. business and the retention of present business
 Provided customer service to policyholders by communicating with internal/external personnel
regarding problem situations
 Perform other related duties as assigned
Dallas County-Dallas, TX September 2004-June 2005
Justice of Peace
 Lifted active warrants
 Set court dates
 Skip trace
 Arranged payment plans for fines and citations
 Arranged for incarcerations of bond fortitudes
 Processed Evictions
 Customer Service
David's Bail Bonds-Dallas, TX March 2002-July 2004
Bail Bondsman
 Processed affidavits for County & District Courts
 Skip trace
 Worked with Crime Stoppers obtaining criminal information to be posted in The Dallas Morning News
Paper
 Managed office independently for long periods at a time
 Posted bail bonds at various county jails and traveled to outside counties daily
 Handled large quantities of money at any one time for bail bond posting purpose
EDUCATION
High School Diploma
Some College Courses
Property and Casualty Licensed
PROFESSIONAL SKILLS
 Bilingual in Spanish/English in written, reading and speaking
 Microsoft Office: Word, Excel, PowerPoint, and Outlook
 General Office Skills
 Computer Savvy
 Great Customer Service
 Marketing & Sale
 Insurance billings
 Front Office Operations
 Underwriter Assistant
 Request & Obtain all Telephone Inspections