Tara Lupie
Blaine
Summary
Experienced Property & Casualty insurance professional with 25+ years of progressive responsibility in account management, program design, underwriting collaboration, and client advisory services. Known for strong carrier relationships, high retention, and exceptional service to middle‑market clients.
Overview
29
29
years of professional experience
Work History
Assistant Vice President, P&C
Hays Companies/Brown & Brown of Minneapolis
08.2002 - Current
- Designed and implemented programs, advised clients on insurance solutions, and coordinated claims and loss control services to enhance client satisfaction.
- Work with Insurance Companies, clients and prospects to deliver high levels of service to property/casualty accounts.
- Managed a diverse portfolio of middle market accounts, ensuring effective service delivery.
- Cultivated strong relationships with underwriters to facilitate new business acquisition and ensure client retention.
- Executed insurance proposals and presented to clients in collaboration with Risk Consultants to secure new business.
Customer Service Representative, P&C
Arthur J. Gallagher & Co of MN, Inc.
09.2000 - 08.2002
- Initiated and shaped a new book of processes and procedures for new hires in the organization.
- Managed insurance operations, processing endorsements, audits, cancellations, and invoices.
- Held responsibility for department workflow of over 800 policies and $500k in revenue.
- Assisted commercial lines department with Microsoft Word and Excel tasks.
Customer Service Representative, P&C
Northern Capital Insurance
07.1997 - 09.2000
- Developed and launched foundational website for agency, enhancing online presence.
- Reconciled accounts and managed bookkeeping for insurance department, ensuring accurate financial records.
- Secured license and appointment as insurance agent, enabling direct client service.
Education
CISR Designation -
01-2004
Minnesota Property/Casualty License -
01-1998
Skills
- Project Management
- Risk management
- Data Visualization
- Technical Writing
- Automation Tools
References
References & Supporting Documentation Furnished Upon Request
Personal Information
Title: CISR, Assistant Vice President
Technology Skills
- Word
- Excel
- Outlook
- Adobe
- Applied Systems
- AMS360
- Worksmart
- Copilot
Timeline
Assistant Vice President, P&C
Hays Companies/Brown & Brown of Minneapolis
08.2002 - Current
Customer Service Representative, P&C
Arthur J. Gallagher & Co of MN, Inc.
09.2000 - 08.2002
Customer Service Representative, P&C
Northern Capital Insurance
07.1997 - 09.2000