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Commercial Account Manager II Resume Example

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COMMERCIAL ACCOUNT MANAGER II
Summary

Talented insurance professional offering 15 years of experience in the industry. Proven expertise in all commercial lines insurance products. Excellent with analyzing documentation, liaising between parties, handling both routine and complex accounts. I am seeking a Senior Account Manager position in the commercial insurance retail sector with an agency who values highly motivated and hard-working employees; models outstanding work ethic, integrity and honesty.

Skills
  • Strategic thinker with extensive marketing, account management, and business development technique
  • Outstanding communication skills and proven highly successful negotiating with brokers, carriers and clients
  • Vast experience with all types of insurance products including trade credit insurance and commercial specialty bonds
  • Able to quickly adapt to any technology-based system; fast learner and quick thinker (always the go-to person for training others)
  • Proficient in Applied EPIC, AMS, AMS360, Applied TAM, Record Guardian, all online carrier rating platforms; as well as Adobe and all Microsoft products
  • Excellent time management and organizational skills; ability to stay focused and balanced under high-pressure situations
  • Able to easily transition from working independently to working in a group; can comfortably give and take directions
  • Strong critical thinking and reasoning skills through investigative research
Experience
Commercial Account Manager II | 08/2017 to CurrentCompany Name - City, State
  • Book of business consists mainly of real estate, hospitality, retail and financial institution accounts such as Pama Management, Galpin Motors, Kam Sang Company and East West Bank (both within the states and international)
  • Carry out all required tasks from collecting underwriting data, full marketing, negotiating, proposals & presentations, policy review, issuance and maintenance
  • Book of business total revenue over $3,000,000
  • Prepared in-depth excel and powerpoint presentations on behalf of East West Bank as required by the board
  • Customized insurance programs put in place for unique clients
  • Processed house accounts from A to Z
  • Primary contact for most clients to work closely and facilitate daily insurance inquiries along with claims issues and general maintenance such as endorsements, certificates, spreadsheets, contract review and billing
  • Promote client retention through high-quality service and follow through
  • Provided weekly training sessions to my assistant to accurately process endorsements, certificates and billing along with utilizing the agency platforms and understanding policy language
  • Power of Attorney with Travelers, Hartford and Suretec
Commercial Account Manager | 10/2015 to 08/2017Company Name - City, State
  • Book of business consisted primarily of construction (ground-up to final project), manufacturing, retail, real estate and trade credit clients
  • Executed all required tasks from prospecting, marketing, proposals, client visits, policy issuance, review and maintenance
  • Book of business consisted of $1,000,000 revenue with policy retention over 95%
  • Assigned Power of Attorney with Travelers, Hartford and Suretec
  • Titled the Trade credit and Bond specialist in the office
  • Superior collection of underwriting information and analyzing a risk
  • Consistently reviewed policies, endorsements and audits with clients for accuracy and assisted in clearing up extensive audit disputes
  • Assigned AMS360 liaison for any assistance or training needed within the office
  • Participated and wrote a column in our monthly Newsletter.
Commercial Account Manager | 05/2005 to 10/2015Company Name - City, State
  • Book of business consisted mainly of Nonprofit organizations and medical offices (controlled 80% of LA County's Outpatient facilities)
  • Collaborated with Nautilus and Philadelphia to create a special package product for specific Nonprofit clients
  • Book of business total revenue about $850,000
  • Cultivated lasting professional relationships creating continuous client referral streams within the community
  • Processed accounts from soup to nuts
  • Attended semi-annual insurance conferences to continuously educate myself
  • Annually and as needed educated clients on suggested coverages, loss control and risk management
  • Assumed much of the responsibility within the agency (owner/producer rarely in the office)
  • Successfully managed office and employees for a smooth and efficient running of all aspects of the business along with training employees to properly use agency platforms & implement various types of systems software
Education and Training
The National Alliance - | Designation2017

CISR, Certified Insurance Service Representative

Insurance Community University - | Designation2016

CCIP, Certified Construction Insurance Program

California State University - - City,State | | BBABusiness Administration And Management, 2008
  • Minor in Real Estate and Insurance
  • Dean's List 2007 and 2008
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Resume Overview

School Attended

  • The National Alliance
  • Insurance Community University
  • California State University

Job Titles Held:

  • Commercial Account Manager II
  • Commercial Account Manager

Degrees

  • The National Alliance - | Designation
    Insurance Community University - | Designation
    California State University - City , State | BBA

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