Commercial Account Executive Resume Example M&M Insurance Associates

COMMERCIAL ACCOUNT EXECUTIVE

Professional Summary

Hardworking and dedicated Insurance Agent, as well as Automotive Repair Shop Owner bringing a unique combination of 16+ years of experience of auto repair estimating and insurance policy knowledge. Skilled in listening to customers, meeting productivity targets and maintaining current knowledge of company offerings. Offering empathy, reliability and enthusiasm for satisfying customers.

Skills

Client service
Policy management
Property insurance
Auto insurance
Quotes and sales
Award-winning
Relationship building
Damage assessment
MS Office

Mitchell On-Demand
Account management
Policy renewals
High Value
Commercial Marketing
Commercial Servicing
Acords
Investigations
Applied EPIC

Work History

Commercial Account Executive, 04/2020 to Current
M&M Insurance Associates – Wichita, Kansas

Responsible for coordinating mid-market commercial account servicing needs during the policy year for accounts including, ordering and processing endorsements, audits, auto ID cards, invoicing.
Coordinate the preparation of new and renewal submissions including gathering information, marketing and/or delivery of submissions to underwriters.
Responsible for preparing proposal of final coverages for the producer to present to the client and for negotiating coverage and premium issues with the company on renewal business as needed.
Assist in developing sales of new or additional lines of coverage.
Develop and maintain proactive communication level with clients. Apprise Producers of any potential issues that may arise.
Actively support the team by participating in the completion of all duties required to complete a project and service an account
Coordinate strategy meetings and participate in client account review meetings, marketing meetings and/or trips and client proposal presentations
Be accountable for maintaining account files in Epic database.
Responsible for resolving coverage and premium discrepancy issues.
Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales.
Built relationships with clients through active listening and problem-solving talents to provide excellent service.

Insurance Agent - Commercial & Personal Lines, 09/2019 to 03/2020
Eddy's Independent Group – Wichita, Kansas

Spearheaded personal and commercial lines agency expansion to California
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
Identified appropriate marketing channels and submitted applications for maximum agency profit and client needs
Specializing in high-value homes and hard-to-place personal lines
Enhanced insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value with clients as well as carriers
Developed and maintained long-term relationships with new policyholders and small business entities
Remarketed and serviced large personal and commercial accounts

Licensed Insurance Agent, 10/2013 to 09/2019
Hayhurst, Prock, & Associates – Folsom, CA

Schedule fact-finding appointments and consultations to determine client needs and overall financial situations
Build relationships with clients through active listening and communication talents to provide excellent service
Work to accommodate new and different insurance requests and explore new value opportunities to optimize insurance agency reputation
Create sources for continuous client referrals within community and with businesses using networking and product knowledge
Up-sell additional products and services after identifying customer needs and requirements
Identify issues and take appropriate action to deliver speedy resolution
Spend ample time with each customer, going over and explaining documents to ensure that key information is understood
Develop and maintain long-term relationships with policyholders and business entities
Built a reputation for writing hard-to-place policies when other companies/agents could not

President/Owner/Manager/Automotive Service Writer, 02/2003 to 02/2019
Country Lube Express, Inc – Diamond Springs, CA

• Owned and managed a profitable automotive repair facility for domestic and foreign vehicles of private owners and commercial fleet accounts
• Directed daily operations for office and provided servant leadership for 4 full-time technicians
• Provided customers with accurate repair estimates and explained in detail if necessary
• Maintained and expanded customer base by establishing trust with key points of contact, strategic negotiations, anticipating customers' needs, and offering unparalleled service
• Performed daily office operations including AR/AP, bookkeeping, inventory, and employee records and payroll
• Personally performed vehicle maintenance and minor repairs/diagnostics on all makes and models
• Ran operations in full compliance with the Bureau of Automotive Repair, the Automotive Repair Act, and all local, state, and federal rules & regulations

Education

Bachelor of Science: Criminal Justice, Investigations, 12/2001
California State University, Sacramento - Sacramento, CA

Resume Overview

Companies Worked For:

M&M Insurance Associates
Eddy's Independent Group
Hayhurst, Prock, & Associates
Country Lube Express, Inc

School Attended

California State University, Sacramento

Job Titles Held:

Commercial Account Executive
Insurance Agent - Commercial & Personal Lines
Licensed Insurance Agent
President/Owner/Manager/Automotive Service Writer

Degrees

Bachelor of Science : Criminal Justice, Investigations , 12/2001

Commercial Account Executive Resume Example

Resume Score: 80%

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