Emily Maksimowicz

• Manage marketing and carrier placement strategy for approximately 40–60 Personal Lines accounts monthly across a portfolio of 15+ carrier relationships
• Analyze carrier competitiveness, underwriting appetite, pricing trends, loss history, and eligibility factors to identify optimal placement strategies and support profitable new business growth
• Partner closely with producers and carrier underwriting teams to place complex or difficult risks while maintaining strong client retention outcomes
• Review CLUE reports, MVRs, prior loss history, and underwriting documentation to evaluate risk profiles and improve carrier alignment
• Support agency growth initiatives by identifying competitive market opportunities and carrier solutions across auto, home, umbrella, recreational vehicle, and specialty Personal Lines products
• Provide guidance to producers and internal teams regarding carrier appetite, underwriting trends, and market positioning to improve placement efficiency and close ratios
• Maintain approximately 96% retention through strategic carrier placement, relationship management, and proactive account support
• Utilize Epic, comparative rating platforms, Excel, and carrier portals to manage account analysis, reporting, quoting, and marketing workflows

• Consulted with clients to assess insurance needs and recommend customized Personal Lines coverage solutions including auto, home, umbrella, motorcycle, boat, pet, life, and annuity products
• Built and maintained strong client relationships through proactive communication, policy reviews, and consultative sales strategies resulting in high retention and customer satisfaction
• Analyzed client risk profiles, underwriting eligibility, and carrier guidelines to develop competitive insurance solutions aligned with customer needs and company objectives
• Generated new business through referrals, cross-selling initiatives, relationship development, and client education on coverage options and risk management strategies
• Monitored market competitiveness, pricing trends, and coverage options to position products effectively and support sales growth objectives
• Maintained Tennessee and Georgia insurance licenses while consistently meeting performance expectations in a fast-paced sales environment
• Recognized as a Torch Award Recipient for outstanding life insurance sales performance and client service excellence

• Managed client relationships and coordinated event rental solutions for corporate, social, and hospitality accounts in a fast-paced customer service environment
• Developed and executed sales strategies to grow and retain account relationships while consistently supporting company revenue and customer satisfaction goals
• Consulted with clients to assess event needs, recommend products and services, and prepare customized proposals, quotes, and presentations
• Collaborated cross-functionally with internal teams, vendors, and clients to ensure successful event execution and operational efficiency
• Maintained strong communication throughout the sales and planning process to manage expectations, resolve issues, and deliver high-quality client experiences
• Supported business development initiatives through relationship management, repeat business cultivation, and proactive client outreach
• Balanced multiple priorities and deadlines while managing detailed logistics, scheduling, and customer requests in a deadline-driven environment