Marilyn Barker

Work History

Work History
Jan 1999 - May 2009

Operations Manager/Personal Lines Manager

Commercial Insurance Group, Inc.
  • Hired as Personal Lines Manager for three offices with responsibility for sales and service
  • Developed business plan, job descriptions and procedures manual for Personal Lines
  • Consolidated carriers from 12 to 5 to maximize profit sharing
  • Negotiated book transfer incentive to fund producer
  • Agency used Sagitta and TAM - began downloading policies to both systems and increased use of automation and available technology
  • Completed agency management system "clean up" in order to have correct reports
  • Developed sales contests and incentives increasing Personal Lines sales
  • Created Personal Lines sales brochure for homeowners
  • Worked with COO to negotiate acquisition of  mortgage owned Personal Lines agency, merged the agency and management system and developed relationship with loan officers
  • Negotiated carrier contracts for South Carolina office
  • Instituted Transactional Filing for Personal Lines and later scanning for office
  • Led team for three data conversions - three TAM to TAM conversions and two Sagitta to TAM
  • Proposed and implemented PTO program
  • Promoted to Operations Manager managing Personal and Commercial service staff
  • Developed procedures manual for Commercial Lines
  • Worked with COO to re-write Employee Handbook
  • Collaborated with IT to develop the agency website including content and resources
  • Proposed increased functionality of Intranet to house Employee Hand book and Procedures Manual
Nov 1994 - Jan 1999

Vice President

PLI Brokerage, Inc.
  • Chubb purchased Alexander & Alexander's Personal Lines division closing the majority of the offices
  • Served as manager of the Charlotte office
  • Responsible for sales and service staff and personal sales
  • Developed sales and marketing plan for the office which was used as a prototype for other managers
  • Developed lead sources for sales including a contract with a large regional real estate company
  • Served on commmittee to select agency management system and selected as one of the two pilot offices for the system including complete set up of the system on a LAN and establishing all codes, documents and proposal templates
Aug 1980 - Nov 1994

Vice President

Alexander & Alexander, Inc.
  • Began as Personal Lines Representative.  Responsible for sales and service for a book of business. 
  • Promoted to Personal Lines Manager and AVP.  Responsible for managing the department including sales and service, carrier relations, developing a business plan and budget, training, and HR responsibilities including interviewing, hiring and terminations. 
  •  After relocating to Charlotte to manage the Personal Lines Department, promoted to Personal Lines Manager of the Carolinas and VP.  Responsbile for departments in Charlotte and Winston-Salem. 
  • Promoted to Area Personal Lines Manager with offices in Charlotte, Winston-Salem, Richmond, Nashville, Atlanta and Miami. 
  • Served on national task force to develop the business unit's procedures manual.
  • Served on national committe to develop procedure for implementing new automation system and selected as one of two pilot offices for new automation system - Delphi.
  • Consolidated business with select carriers to maximize profit sharing and negotiated incentives from carriers.
  • Developed several brochures and relocation packet for use in sales
  • Implemented Client Annual Review in all offices
  • Held training session for Met Property & Liability in Utica, NY office when they entered NC as a market
Aug 1976 - Jun 1980

Personal Lines Supervisor

Continental Insurance Company
  • Began as Personal Lines rater and progressed to Personal Lines Supervisor
  • Supervised staff of 22
  • Served on 2 person team to work with programmers to identify and document errors in the computer rating and issuance implementation of the "Personal Package Policy"
  • Trained agents on Continental's agent's office automation - the "Time Machine"