Theresa Jones Business Insurance Assistant Account Manager

About:

As a business insurance assistant account manager, Theresa specializes in business insurance, training, and customer service.

Experience:

With 10+ years of experience, Theresa produces summaries, certificates, policies, and proposals within designated timelines while identifying cross-sell and up-sell opportunities. She also manages renewal processes, handles non-renewals and cancellations, and validates audits. Theresa is dedicated to providing prompt, attentive service, prioritizing client needs to ensure positive experiences and build lasting relationships. Prior to Lawley, Theresa held several roles in the business insurance industry including account manager, account technician, account processor, and auto claims adjuster.

Throughout her career, she developed expertise in various areas of the industry, including construction, high-tech manufacturing, recreation, nonprofits, and claims management.

Accreditations:

Theresa holds a NYS Property & Casualty Brokers License.

Education:

Theresa earned a bachelor’s from SUNY Brockport.

Community and Pro Bono:

Theresa served as secretary on the Executive Board for Lake Plains Players, a community theatre group.