Account Executive Resume Example

• Responsible for renewals.

Retained [Number]% of policyholders during annual renewal period.

Processed applications, payments, corrections, endorsements and cancellations.

Developed, implemented and monitored new underwriting guidelines for the agency.

Compiled coverage and rating information in an accessible format.

Prepared necessary paperwork to process insurance sales and renewals.

Submitted up-to-date activity and production logs to agency management for review.

Pursued continuing education and training programs to continue professional development.

Managed over [Number] policy renewals each year.

Followed up with potential clients regarding online information requests.

Developed productive working relationships with car dealers, loan processors and other business partners in the community.

Researched coverage and premium options and supplied clients with the best coverage available.

Promoted client retention through high-quality service and follow through.

Presented account proposals in a professional and timely manner.

Organized weekly sales reports for the sales department to track product success.

Created new processes and systems for increasing customer service satisfaction.

Developed highly empathetic client relationships and earned reputation for exceeding sales goals.

Generated leads for new sales through telephone and email contact with customers.

• Trained and mentored new account support.
• Assembled renewal packets for direct and brokered accounts.
• Responsible for renewal process for both direct and sub brokered accounts.
• Issued or updated Certificates of Insurance as requested.
• Created finance agreements.


• Completed policy issuance and all communications therein.
• Precise AMS coverage data entry which includes all lines of issued exposures.
• Add Additional Insured, Waver Of Subrogation endorsements as applicable.
• Assisted Accounting with any AMS discrepancies.

• Completed the preparation and secured delivery of bank deposits of all company funds.
• Posted deposits to AMS.
• Ran Broker Accounts Receivable Reports.
• Issued monthly payment installments.
• Made courtesy calls when payments were late to insure customer retention.
• Monitored the finance companies Notice of Cancellations.
• Regulated all agency and producer licensing nationally.
• Prepared all annual reports.
• Canceled and reinstated polices for non-payment.
• Flagged all policies subject to audit per carrier guidelines.
• Training Agency Management Systems Various Carrier System Processes Treeno Document Management System.