Commercial Account Executive resume example with 18+ years of experience
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.
- 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
Minden, LA, 04/2020 - Current
- 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 optiClaire 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.
New Eagle, PA, 09/2019 - 03/2020
- 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
City, STATE, 10/2013 - 09/2019
- 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 optiClaire 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
City, STATE, 02/2003 - 02/2019
ā¢ Owned and managed a profitable automotive repair facility for domestic and foreign vehicles of private owners and commercial fleet accounts
ā¢ Directed daily operations for office and provided servant leadership for 4 full-time technicians
ā¢ Provided customers with accurate repair estimates and explained in detail if necessary
ā¢ Maintained and expanded customer base by establishing trust with key points of contact, strategic negotiations, anticipating customers' needs, and offering unparalleled service
ā¢ Performed daily office operations including AR/AP, bookkeeping, inventory, and employee records and payroll
ā¢ Personally performed vehicle maintenance and minor repairs/diagnostics on all makes and models
ā¢ Ran operations in full compliance with the Bureau of Automotive Repair, the Automotive Repair Act, and all local, state, and federal rules & regulations
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Resume Overview
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
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