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