Account Executive

• Oct 2023 - Present

Account Executive/Energy & Marine Team Lead

• Nov 2011 - Sep 2023

Served as Account Executive and Team Lead for the Energy & Marine Division. Worked directly with producers to design and implement viable insurance programs for our energy clientele. Managed the servicing team supporting our oil and gas book of business. Maintained client relationships by serving as a primary contact for insurance program questions and account servicing needs, delegated tasks to account managers, asst. account managers, and ResourcePro for completion, evaluated, classified, and quoted policies by working with various insurance carriers and/or brokers on a daily basis, submission preparation including applications, supplementals, loss history and executive summaries for carrier/broker review, claims review and assistance, performed contract reviews of Master Service Agreements for insureds by identifying issues with insurance compliance and indemnification, prepared meeting agendas, proposals, as we agreed letters, coverage summaries, and additional documentation for client meetings, attended continuation meetings, midterm strategy meetings and presentation of solution meetings, performed policy review of all new/renewal policies, managed control of well reporting and insured well schedules, maintained activity list, conducted team trainings, performance reviews, provided business process improvement feedback as needed, worked closely with the risk control services and contract compliance divisions, ran weekly pre-brief meetings with producers and service team, etc. Show less

Commercial Account Manager

• Apr 2008 - Oct 2011

Worked directly with one Senior Commercial Lines Producer servicing accounts acquired by that specific Producer – specializing in construction risk, provided customer service to insureds daily, evaluated, classified and quoted policies by working with various insurance carriers and/or brokers, prepared renewal summaries and quote proposals, processed endorsements, auto ID cards, certificates of insurance, binders, pulled/ordered loss runs, processed monthly reports, checked annual audits, prepared check requests for return premiums, maintained suspense list, client invoicing, processed claims including reporting and monitoring, maintained complete, accurate and thorough files on every customer account, entered/scanned all required account data into agency management system, etc. Show less

Asst. Commercial Account Manager

• Aug 2007 - Mar 2008

Construction Unit. Worked directly with two Commercial Account Managers servicing accounts acquired by company Producers, designated work to assigned Associates and observed all work upon completion, checked annual audits, completed loss summaries, generated renewal surveys, managed all endorsements and change requests, processed monthly reports, auto ID cards, identified/resolved accounting discrepancies, administered system updates and data entry, prepared schedules of insurance, issued premium baring endorsements, prepared check requests for return premiums, invoiced additional premiums, maintained suspense list, pulled/matched/processed incoming mail received from Account Managers as well as my own, followed up with clients/prospects on outstanding requests for additional information, payments, schedules, signed applications or other items needed. Show less

Commercial Associate

• Feb 2007 - Aug 2007

CAM (Commercial Account Manager) Department. Worked for designated Assistants and assigned Commercial Account Managers, was responsible for providing support in the issuance of routine documents such as certificates of insurance, evidence of property, auto ID cards, policy folders, binders, binder books for insurance proposals and certificate renewal processing, CSR24 renewal spreadsheet cleanups, certificate holder updates/date-offs, non-premium baring endorsements, addition/deletion of drivers, morning mail processing, client mailouts, ordered loss runs, experience modifiers and property rates, accessed loss cost quotes, any assignments designated by Assistant or Account Manager. Assisted Construction Unit with data entry for enrollments, certificate issuance and policy requests for a Contractor’s Controlled Insurance Program (CCIP) established by MHBT. Show less

Internship/Sales

• May 2006 - Jan 2007

Sales, participated in development days, work assignments and diversity training, attended meetings with Buyers, Executives and varying levels of employment to better understand industry roles, attended community days, completed price changes in department, year-end inventory, completed floor moves, merchandising, display maintenance and housekeeping, fulfilled transfers and direct-to-customer requests, etc. Sales, participated in development days, work assignments and diversity training, attended meetings with Buyers, Executives and varying levels of employment to better understand industry roles, attended community days, completed price changes in department, year-end inventory, completed floor moves, merchandising, display maintenance and housekeeping, fulfilled transfers and direct-to-customer requests, etc.

Assistant Manager

• Dec 2004 - Jul 2005

Sales, management duties, opening/closing responsibilities, maintained promotions/advertisements, processed shipments, completed price changes in department, handled cash flow, year-end inventory, completed floor moves, merchandising, display maintenance, housekeeping, etc. Sales, management duties, opening/closing responsibilities, maintained promotions/advertisements, processed shipments, completed price changes in department, handled cash flow, year-end inventory, completed floor moves, merchandising, display maintenance, housekeeping, etc.

Bank Teller

• May 2003 - Aug 2004

Managed Teller window and Drive-Thru window, provided customer service through transaction processing and other additional services as needed, assisted in selling bank products and services, implemented document imaging, involved in ordering, receiving, verifying and distributing cash, assisted the Loan Department, balanced bank vault, filed documents, mail distribution, etc. Managed Teller window and Drive-Thru window, provided customer service through transaction processing and other additional services as needed, assisted in selling bank products and services, implemented document imaging, involved in ordering, receiving, verifying and distributing cash, assisted the Loan Department, balanced bank vault, filed documents, mail distribution, etc.