LiveCareer-Resume

account manager resume example with 16+ years of experience

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Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000, resumesample@example.com
Summary

Hardworking and detailed-oriented Account Manager with over 25 years of comprehensive insurance experience working directly with clients to service accounts, manage employer-client relationships and developing new business opportunities.

Successful at increasing revenue with new accounts while maintaining relationships with existing ones. Some of my essential duties and responsibilities include:

*Serve as the internal contact for the clients on questions and policy changes.

*Perform day to day client servicing tasks.

*Billing and reconciling premiums.

*Responsible for integrity of policy data and documentation including but not limited to:

*Prepare renewal exposure information documents/renewal review.

*Review completed applications, including specialty and supplemental applications.

*Obtain preliminary renewal indications from underwriters.

*Follow-up with underwriters on quotes.

*Prepare proposals when necessary.

*Bind and issuing quotes with carriers.

*Issue binder, invoices, certificates.

*Complete surplus lines forms.

*Responsible for final policy check for new and renewal business.

*Cross and upselling of business.

*Issuing and distributing certificates.

Most importantly, I take pride in making sure all my clients are taken care of and each one feels they are number 1.

Skills
  • Goal-oriented
  • Motivated with Positive attitude
  • Employee mentoring
  • Revenue retention
  • Cross selling
  • Excellent communication skills
  • Staff development/training
  • Customer relationships
  • Upsell opportunities
  • Account management
  • Providing outstanding customer service
  • Excellent team working skills
Experience
09/2014 to Current Account Manager Barrier Companies | Omaha, NE,
  • Oversaw multiple accounts and worked diligently to meet and exceed performance goals.
  • Acted as main point of contact in matters relating to client concerns and needs.
  • Built and maintained productive relationships with customers and internal partners.
  • Developed successful customer relationships and quickly resolved service requests to increase sales.
  • Renewed existing accounts by cementing trusting relationships with customers.
  • Kept accurate records pertaining to inventory and account notes, documenting any contract updates and renewals.
  • Developed thorough understanding of products and service offerings to better upsell and cross-sell to clients.
  • Sourced new opportunities to introduce products and services to potential customers.
  • Motivated and worked with onboarding team members to successfully integrate new employees into organization.
  • Responded to customer inquiries and problems to promote great service.
  • Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Researched insurance plans to find good options for clients' needs.
  • Stayed abreast of industry changes to amend insurance programs for existing and prospective clients.
03/2004 to 05/2009 Account Manager Barrier Companies | Reston, VA,
  • Responded to customer inquiries and problems to promote great service.
  • Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Researched insurance plans to find good options for clients' needs.
  • Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
  • Stayed abreast of industry changes to amend insurance programs for existing and prospective clients.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Oversaw multiple accounts and worked diligently to meet and exceed performance goals.
  • Acted as main point of contact in matters relating to client concerns and needs.
  • Built and maintained productive relationships with customers and internal partners.
  • Developed successful customer relationships and quickly resolved service requests to increase sales.
  • Kept accurate records pertaining to inventory and account notes, documenting any contract updates and renewals.
08/2001 to 03/2004 Account Manager Barrier Companies | San Antonio, TX,
  • Oversaw multiple accounts and worked diligently to meet and exceed performance goals.
  • Acted as main point of contact in matters relating to client concerns and needs.
  • Built and maintained productive relationships with customers and internal partners.
  • Developed successful customer relationships and quickly resolved service requests to increase sales.
  • Renewed existing accounts by cementing trusting relationships with customers.
  • Kept accurate records pertaining to inventory and account notes, documenting any contract updates and renewals.
  • Developed thorough understanding of products and service offerings to better upsell and cross-sell to clients.
  • Sourced new opportunities to introduce products and services to potential customers.
  • Responded to customer inquiries and problems to promote great service.
  • Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Researched insurance plans to find good options for clients' needs.
Education and Training
Expected in 05/1995 to to High School Diploma | Edmond Memorial High School, Edmond, OK, GPA:
Expected in to to | Regis University, Denver, CO, GPA:

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Resume Overview

School Attended

  • Edmond Memorial High School
  • Regis University

Job Titles Held:

  • Account Manager
  • Account Manager
  • Account Manager

Degrees

  • High School Diploma
  • Some College (No Degree)

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