Rowena Belle Crawford
Commercial Lines Associate Account Manager
Tucson
Summary
Client-focused professional with experience managing a $2.2M book of business, specializing in relationship management, problem-solving, and delivering high-quality service in fast-paced environments. Proven ability to communicate effectively with clients, coordinate across teams, and identify growth opportunities within existing accounts. Passionate about building meaningful connections and transitioning into a role that combines client experience, strategy, and personal fulfillment.
Overview
5
5
years of professional experience
2
2
Certifications
Work History
Commercial Lines Account Manager
Shepherd Insurance
08.2024 - Current
- Manage and service a commercial insurance portfolio of approximately $2.2M in premium, supporting client retention, account growth, and overall book performance.
- Act as primary point of contact for clients, handling policy changes, endorsements, billing inquiries, and coverage questions with professionalism and efficiency.
- Market and quote new and renewal business across multiple carriers, analyzing coverage options to deliver competitive and comprehensive insurance solutions.
- Collaborate closely with producers and senior account managers to develop tailored coverage strategies aligned with client risk exposures and business needs.
- Review policies for accuracy and completeness, ensuring all documentation meets compliance standards and agency requirements.
- Utilize agency management systems (AMS) to maintain accurate client records, track activity, and support audit readiness.
- Build and maintain strong client relationships through proactive communication, contributing to high retention rates and increased client satisfaction.
- Identify cross-selling opportunities across lines of coverage supporting revenue growth within existing accounts.
- Manage high-volume workloads while maintaining attention to detail in a fast-paced, deadline-driven environment.
- Assist in resolving complex client issues by coordinating with carriers, underwriters, and internal teams.
Bartender
Kolb Road Lounge
05.2021 - Current
- Delivered high-quality customer service in a fast-paced, high-volume environment, consistently ensuring a positive and engaging guest experience
- Managed simultaneous orders efficiently while maintaining accuracy, speed, and attention to detail during peak service hours
- Built strong customer relationships, increasing repeat business and contributing to overall revenue growth
- Demonstrated strong product knowledge of spirits, cocktails, and beer/wine pairings to guide guest selections and enhance satisfaction
- Handled cash and card transactions responsibly, maintaining accurate drawer balances and minimizing discrepancies
- Collaborated with team members to ensure seamless service, effective communication, and a supportive work environment
- Maintained cleanliness, organization, and compliance with heath and safety regulations at all times
- Resolved customer concerns professionally and efficiently, turning challenges into positive experiences
Education
Bachelor's in Applied Science - Organizational Leadership
University of Arizona
Tucson, AZ 05.2001 -
Skills
- Client Relations
- Account Management
- Customer Experience
- Business Development
- Communication
- Problem Solving
Certification
Property and Casualty Insurance License
Timeline
Certified Insurance Service Representative Designation (CISR)
03-2026
Property and Casualty Insurance License
08-2024
Commercial Lines Account Manager
Shepherd Insurance
08.2024 - Current
Bartender
Kolb Road Lounge
05.2021 - Current
Bachelor's in Applied Science - Organizational Leadership
University of Arizona
05.2001 -