Livecareer-Resume
Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
Summary
Gain the opportunity to grow and develop in a company atmosphere. Apply current extensive knowledge and skill set in the insurance sector. Assist in expanding current lines of exposure in the marketplace. Utilize and expand current knowledge base in the industry to generate corporate profitably. Secure a position with a well established organization with a stable environment that will lead to a lasting relationship in the field of insurance.
Key Skills
  • Customer- and service-oriented
  • Excellent communication skills
  • Results-oriented
  • Goal-oriented
  • Key account generation
  • Persuasive communication expertise
  • Complaint handling and resolution
  • Customer advocate
  • POS systems
  • Cash handling accuracy
  • Flexible schedule
  • Upselling and consultative selling
Accomplishments

Established [Number] new accounts in a single year through successful client development.


Experience
Account Executive, 2009 to Current
Interface, Inc., ,
  • Provide exceptional service and support to over 900 accounts containing 1,400 multiple line policies.
  • Develop close ties with clients to ensure complete satisfaction as well as lasting, productive relationships.
  • Reviewed broker submissions for accuracy, correct class codes, and current loss experience for the new business underwriting cycle: Request additional documentation as needed.
  • Prepare proposal quotations.
  • Systematically process bind requests and issue Industry Standard Organization endorsements.
  • Prepare and maintain internal production reports which include quote to bind ratios.
  • Complete policy issuance cycle in contracted carrier's systems.
  • Complete required documents for AMS 360 to include billing and invoice creations.
  • Conduct Motor Vehicle Reports to ensure commercial underwriting guidelines are in compliance.
  • Performing General Liability and Workers Compensation Audits per carrier regulations.
  • Precise communication with contracted brokers to ensure product knowledge.
  • AMS policy entry which include General Liability, commercial auto, inland marine exposures.
  • E-mail polices to brokers after proofing to insure correct limits, premiums, dates, and coverage endorsements.
  • Issue Certificate of Insurance expanding specialized coverages.
  • Generate finance agreements as requested.
Underwriting Assistant, 03/2007 to 04/2013
W.R. Berkley Corporation, ,
  • 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.

Assistant Account Executive, 2008 to 2009
Groupm, ,
  • 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.
Accounting Assistant, 01/2007 to 01/2008
, ,
  • 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.
Education
Associates of Art: Psychology, Expected in 2004
Valencia College - Orlando, Florida
GPA:
Psychology
Bachelor of Art: , Expected in
University of Central Florida - Orlando, Florida
GPA:
Certifications
Core Competencies Account Retention Client Relation Key Account Management New Business Generation Cross Sell Account Bridge Coverage Gaps Staff Training Professional Presentation Documentation Integration Application Integration Work Flow Management Service Oriented Insurance Account management Experience May 2013 - Present Halcyon Underwriters
Additional Information
  • License Regulation National Audit Compliance Cancellation and Non Renewals Regulations License 4-40 Commercial Customer Service Insurance License State of Florida
Skills

Account Management, Accounting, Accounts Receivable, Agency, billing, bind, Client, clients, data entry, delivery, Document Management, Documentation, E-mail, Staff Training, finance, funds, Insurance, policies, Processes, producer, proofing, proposal, underwriting, annual reports

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Resume Overview

School Attended

  • Valencia College
  • University of Central Florida

Job Titles Held:

  • Account Executive
  • Underwriting Assistant
  • Assistant Account Executive
  • Accounting Assistant

Degrees

  • Associates of Art
  • Bachelor of Art

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