Commercial Lines Account Manager

• 2021 - Present

Commercial Insurance Account Manager

• 2019 - 2021

Commercial Insurance Account Manager

• 2017 - 2018

• Provide service to existing clients – communicate with customers by phone or in person to assist them with questions, problems, changes, certificates, or other issues concerning their account • Prepare, process, review and monitor various documents such as policies, renewals, applications, changes, endorsements, binders, contracts, & audits, etc. to insure accuracy; and preventions of errors and omissions • Prepare coverage analysis, risk management recommendations, submissions and proposals • Process new business, renewals, certificates, endorsements, cancellations and audits • Use of various rating systems, Applied Epic, MVR processing, and various software Show less

Account Manager - Licensed Sales Associate

• 2016 - 2017

• Provide sales and retention support for house accounts including but not limited to: calling on lead lists, lapsed, cancelled polices and insurance reviews • Quote and bind coverage on new and existing clients • Establish and maintain good working relationships with company service centers, underwriting and claims representatives • Generate leads and referrals for insurance, membership products and other lines of business • Pre-qualify leads, process presale and post sales documents • Consistently performed at high level converting leads and referrals for insurance, membership products and other lines of business • Field underwriting including auto, home and life insurance • Notarize documents as needed Show less

Account Manager

• 2012 - 2016

• Develop and manage daily operations of all clients in book of business • Act as liaison between clients and internal departments ensure positive experience • Maintain current book of business by building strong relationships with clients • Increase customer base and generate additional revenue by developing new relationships using consultative and solution sales practices • Identify cross-sell opportunities and renewals • Respond to web based, phone and walk in inquires for quotes and need analysis • Actively market products increasing book of business • Oversee daily operations of insurance agency focusing on client retention and revenue growth Show less

Account Manager

• 2009 - 2011

• Provide support to existing clients including placing claims, processing payments and quoting insurance • Sale products to new and existing clients with ability to follow entire sales process from on-boarding set up to financial insurance reviews • Provide support to existing clients including placing claims, processing payments and quoting insurance • Sale products to new and existing clients with ability to follow entire sales process from on-boarding set up to financial insurance reviews

Executive Assistant - Account Manager

• 2003 - 2009

• Provide direct support to Director of Sales and Marketing and President of Mortgage Loan Operations • Support Board of Directors by preparing and distributing reports, agendas and other materials for Board meetings using MS Office (Word/Excel/Outlook) • Schedule meetings, conferences and appointments; arrange for conference rooms, maintain complex calendars • Create complex reports for Board of Directors meetings using Crystal Reports • Prepare and process reports and incentive checks for mortgage loan department • Handle highly confidential information and act as liaison between high profile clients and C level Executives Show less