Tracy Roman
Personal Insurance Account Manager at Creative Planning
Based in Leawood, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Leawood
Industry
Financial Services
Company size
2.2K
Contact information
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t•••••••@creativeplanning.com
Phone
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Background
About Tracy Roman
Kansas and Missouri Licensed Personal Lines Senior Account Manager with over seven years independent agency experience. Demonstrated expertise in account servicing, quoting, remarketing, binding, coverage inquiries and policy reviews, billing, cross selling and building strong client relationships. Proficient with AMS 360, EPIC, Hawksoft, PL rater, and most standard carrier sites. Experienced working with E&S brokers. Extensive knowledge of personal lines insurance, market conditions, and industry practices. Proven ability to negotiate and facilitate solutions between client and carrier and build solid relationships with underwriters and other internal and external partners.
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