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Commercial Insurance Lines Account Representative Resume Example

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COMMERCIAL INSURANCE LINES ACCOUNT REPRESENTATIVE
Skills
  • Detail Oriented
  • Time Management
  • Open-Minded
  • Precise Verbal and Written Communications
  • Professionalism
  • Versatile
  • Analytical
  • Problem-Solver
  • Creative
  • Adaptable
  • Independent or Team worker
  • Multi-Tasker
  • Ability to grasp new concepts quickly
  • Insurance Expert
  • Payroll Expert
Knowledgeable Subjects
  • Workers Compensation Specialist
  • Commercial Lines including Property, Liability, Umbrella, Auto, Equipment Breakdown, Crime and Directors & Officers
  • Business Owners Policy
  • Short Term Disability & Paid Family Leave
  • Accident & Health including Small Business Group Health Insurance
  • Pre Tax plans including HRA, QSEHRA, FSA, and HSA
  • New York State Workers Compensation Board Compliances
  • Trained in Applied Epic & EZLynx insurance agency systems
  • Essential in Quickbooks for payroll processing and reconciling
  • Highly skilled in Microsoft Word, Excel & Powerpoint
  • Fast paced using Adobe & Nitro PDF Software
Certifications

Licensed Property & Casualty Insurance Broker 06/2018 to Present

Achievements
  • Recognized by Merriam Insurance Agency for creation of Procedure Manual updated with step by step agency workflow guide in Applied Epic
  • Recognized by Merriam Insurance Agency for finding new carriers to write non-profit organizations
  • Awarded GTM Payroll's Employee of the Month 06/2017 for outstanding project achievement
  • Awarded GTM Payroll's Employee of the Month 01/2017 upon implementing a new internal system procedure
  • Awarded to GTM Payroll's Insurance department by AmTrust of North America for conducting over one million dollars worth of premium invested directly with sole proprietors book of business
  • Kudos Award 11/2015 received by NY Health Exchange for most recognized team leaders upon having a 99.2% Customer Satisfaction Rating
Professional Summary

Dependable Commercial Insurance Account Representative with excellent client management expertise and a strong passion for helping people. Over 6 years of successful experience in workers compensation and commercial lines insurance. Strengths in organization and ability to manage responsibilities simultaneously backed by training in Applied Epic and EZLynx agency systems. Proven history of recognized achievements for performance and contributions made to reach company's goals. Enthusiastic to learn and excel within the insurance industry.

Professional Experience
January 2020 to Current
Commercial Insurance Lines Account RepresentativeMerriam Insurance Agency, Schenectady, NY
  • Specialized with Non Profit Rescue Missions by servicing Commercial Package policies
  • Display consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Worked to accommodate new carrier relationships in order to secure coverage for Non-Profit organizations
  • Spent ample time with each customer, verbally reviewing and explaining insurance renewals for client comprehension.
  • Make contact with underwriters and submitted appropriate forms to bind new business and renewal coverage by requested date
  • Maintain communication held between producers and insurers upon new lines of business quoting
  • Intake change requests directly from clients and process completion
  • Interview clients to determine details about an accident and/or claim parameters, to provide best advice for specific situations.
  • Supervise claims for equitable resolutions on behalf of both client and insurer
  • Attended seminars and educational programs to excel in knowledge
  • Maintain agency procedures by outlining step by step workflows
February 2016 to January 2020
Insurance Specialist Account RepresentativeGTM Payroll Services, LLC, Clifton Park, NY
  • Specialized with Domestic and Small Business Employers by obtaining and maintaining Workers Compensation
  • Independently serviced a book of 4,000 clients
  • Handled policy audits by communicating with the insured and insurance carrier
  • Processed Endorsements, Cancellations, Certificates, New Business application including payments and Renewals
  • Resolved New York State Compliance issues received by clients
  • Implemented new company procedures within internal systems to provide better outreach to clients
  • Organized & lead meetings to train those internally upon the insurance products offered
  • Collected, analyzed and validated all agency commissions based on retention and sales
  • Drove operational improvements which resulted in savings and improved profit margins.
October 2015 to February 2016
Insurance Customer Service RepresentativeMaximus - NY Health Exchange, Albany, NY
  • Specialized with New York State Health Care Options available to the public
  • Answered high inbound calls while maintaining a positive attitude
  • Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
  • Investigated problems by researching individuals health history and provided resolution
  • Extensive New York State system and insurance health training
  • Verified insurance coverage by phone and online to guarantee proper reimbursement of benefits
September 2009 to October 2015
Office ManagerBiscossi Corporation, Glenville, NY
  • Specialized with Payroll and Accounting for Franchise Business Owner
  • Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
  • Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping through Quickbooks
  • Created efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities.
  • Enhanced collaboration between team members by preparing meeting materials and taking clear notes to address concerns or issues
  • Compared food vendor prices and negotiated for optimal savings.
  • Tracked and recorded expenses and reconciled accounts to maintain accurate, current and compliant financial records.
  • Completed weekly payroll amongst 3 separate store locations consisting of 20 employees each
  • Oversaw office inventory activities, including ordering and requisitions, stocking and shipment receiving.
  • Responded to customer complaints by sending a personable typed letter addressing their concerns and resolution
  • Filed and processed all insurance policies including workers compensation claims reported by employees
Education History
June 2018Property And Casualty Insurance LicenseInsuranceBryant And Stratton College, Albany, NY
Human Resources DevelopmentSchenectady County Community College, Scotia, NY
  • Coursework classes including Math, English and Science
  • Specialized studies in Psychology, Business Law and Human Resource Management
May 2008High School DiplomaLake Brantley High School, Altamonte Springs, FL
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Resume Overview

Companies Worked For:

  • Merriam Insurance Agency
  • GTM Payroll Services, LLC
  • Maximus - NY Health Exchange
  • Biscossi Corporation

School Attended

  • Bryant And Stratton College
  • Schenectady County Community College
  • Lake Brantley High School

Job Titles Held:

  • Commercial Insurance Lines Account Representative
  • Insurance Specialist Account Representative
  • Insurance Customer Service Representative
  • Office Manager

Degrees

  • Property And Casualty Insurance License Insurance
    Human Resources Development
    High School Diploma

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