Helena Thompson
Account Manager & Producer
- Role
- Account Manager at Commonwealth Insurance Services
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Helena Thompson
I’m a licensed Property & Casualty insurance professional currently working as an…
Experience
Account Manager
Commonwealth Insurance Services
Oct 2024 — Present · KY, US
As an Account Manager and Producer, I oversee a diverse book of personal lines insurance clients, providing end-to-end service including policy quoting, renewals, billing, claims support, and day-to-day account management. I work across a wide range of policies, including auto, home, renters, umbrella, RV, motorcycle, and boat insurance. In addition to personal lines, I’ve gained hands-on experience with small commercial accounts, supporting quoting and servicing for business owners and contractors.My role involves both client service and proactive sales. I regularly cross-sell and upsell policies based on client needs, ensuring proper coverage while helping grow the agency’s book of business. I take pride in educating clients, identifying gaps in coverage, and building long-term trust through clear, responsive communication.I use PL Rater to quote policies efficiently across multiple carriers and manage daily workflows and client documentation in HawkSoft. I also utilize AgencyZoom to track my pipeline, follow up on leads, and manage retention and renewal goals. These tools help me stay organized, maintain compliance, and deliver a smooth and efficient client experience from onboarding to renewal.
Education
University of Dayton
Bachelor of Arts, Political Science, and Entrepreneurship
2020 — 2023
North Oldham High School
High School Diploma
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