NICOLE STACY, CPCU
Nashville
Summary
Knowledgeable insurance professional with background in broking and underwriting, skilled in risk assessment and policy recommendations. Expertise in building strong client relationships and customizing insurance programs to meet individual client needs and contractual requirements. Proven abilities in negotiation and policy management demonstrate strategic approach and keen attention to detail.
Overview
2
2
years of professional experience
Work History
Assistant Account Manager
Marsh & McLennan
01.2003 - 06.2005
- Supported account management team with daily transactions, such as endorsements and certificates, throughout the policy term.
- Managed and updated data records for the captive department.
- Provided support to the office secretary in managing clerical and organizational duties.
- Balanced full-time internship with full-time high school and college coursework, demonstrating discipline and time management.
Education
Post-Degree Certificate - Certified Property & Casualty Underwriter
The Institutes
Online12-2023
Bachelor of Science - Finance
Auburn University
Auburn, Alabama, AL12-2008
Skills
- Policy coverage expert
- Skilled negotiator
- Client relations expert
- Prescriptive analytics
- Casualty insurance expert
- Strategic planning
- Project management
- Legal and regulatory compliance
Accomplishments
- Career Architect Program (a WTW leadership program): Nominated and completed 2024-2025.
- Emerging Leaders Program (a Berkshire Hathaway leadership program): Nominated and completed 2019-2020.
- 20 Under 40 (locally known as Leadership Lee County): Nominated and completed 2016-2017.
- Won "Young Associate of the Year" award in Alabama in 2016
- Drove substantial portfolio growth across multiple states as a field underwriter.
- Delivered outstanding client outcomes by providing enhanced coverage options and competitive pricing.
Affiliations
- Young Risk Professionals: Member, 2021-current.
- URMIA: Member, 2021-current.
- Insurance Marketing Association of Alabama: President, VP, Secretary & Board Member from 2009-2017.
- Young Agents of Alabama: Conference Committee, 2009-2017.
- Alabama Independent Insurance Agents: Associate Advisory Committee, 2013-2017.
- Junior League of Lee County: Philanthropy Committee, 2012-2016.
- Auburn Young Professionals: Member, 2015-2017.
- Krewe of Aetos: Member, 2015-2016.
Timeline
Assistant Account Manager
Marsh & McLennan
01.2003 - 06.2005
Post-Degree Certificate - Certified Property & Casualty Underwriter
The Institutes
Bachelor of Science - Finance
Auburn University