
Lucy Shaw
@lucyshaw
I improve insurance operations and client service through accurate account management, process coordination, and continuous improvement.
What I'm looking for
At Risk Strategies Brokerage, I quote insurance, prepare premium estimates and submissions, process endorsements, run motor vehicle records, and create applications while maintaining timely communication with brokers and clients.
Previously, I supported high-volume customer service at Wheelzy and coordinated executive operations at Advanced Insurance Underwriters. With an MBA, Six Sigma Green Belt certification, and a General Lines (P&C) Insurance License, I focus on improving workflows, customer experiences, and organizational performance.
Experience
Work history, roles, and key accomplishments
Associate Account Manager
Risk Strategies Brokerage
Jan 2023 - Present (3 years 8 months)
Quotes insurance for clients, provides premium estimates, processes endorsements, runs motor vehicle records, and creates applications. Prepares insurance submissions and maintains professional communication with brokers and clients.
Sales Representative
Wheelzy
Jan 2020 - Dec 2022 (2 years 11 months)
Handled 100+ calls daily to create new files and assist existing customers. Acted as liaison between clients and tow truck drivers to schedule appointments and address performance issues.
Executive Assistant
Advanced Insurance Underwriters
Jan 2016 - Dec 2020 (4 years 11 months)
Maintained and managed calendars, databases, spreadsheets, and client records. Arranged and coordinated meetings, created spreadsheets and presentations, and filed them into the system.
Education
Degrees, certifications, and relevant coursework
Six Sigma
Green Belt Certification, Six Sigma
Completed Six Sigma Green Belt Certification in December 2024.
University of Central Florida
Bachelor of Science, Business Management
Earned a Bachelor's in Business Management from the University of Central Florida.
Florida Atlantic University
Master of Business Administration, Business Administration
Pursued a Master's in Business Administration at Florida Atlantic University.
General Lines
General Lines (P&C) Insurance License, Insurance
Obtained General Lines (P&C) Insurance License in November 2023.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Social media
Job categories
Skills
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