Helena Thompson

Account Manager @Commonwealth Insurance Services

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.

University of Dayton

Bachelor of Arts, Political Science, and Entrepreneurship

North Oldham High School

High School Diploma