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commercial lines account manager resume example with 20+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Summary

Motivated professional offering [Degree] in [Area of study]. Adds value to any organization in need of great collaboration, interpersonal and multitasking abilities. Meets tight deadlines. Hardworking and reliable [Job Title] with strong ability in [Task]. Offering [Skill] and [Skill]. Highly organized, proactive and punctual with team-oriented mentality. Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives. Knowledgeable Insurance Representative promoting more than [Number] years' expertise successfully working for organizations in the [Type of Industry] market. Courteous and cordial with a desire to take on challenges at a new company. Enterprising Commercial Lines Account Manager eager to utilize [Number] years of insurance industry performance to add value in a new role. Highly skilled in prospecting to build the sales lead pipeline and foster continued [Company] growth. Strategic Commercial Lines Account Manager skilled in applying in-depth knowledge of commercial insurance products to aid clients in protecting assets. Implements effective sales programs and initiatives to drive revenue and bring value to team.

Skills
  • Policy Renewals
  • Client Prospecting
  • Insurance Policy Sales
  • Persuasive Negotiation
  • Service-Oriented
  • Policy Changes
  • Time Management
  • Records Maintenance
  • Policy Feature Explanations
  • Binder Coverage
  • Verbal and Written Communication
  • Underwriter Collaboration
  • Insurance Coverage Verification
  • Service Oriented
  • Premium Calculations
  • Insurance Program Analysis
  • Critical Thinking
  • Insurance Eligibility
  • New Agent Training
  • Billing Procedures
  • Insurance Practices
  • Data Entry
  • Customer Complaint Resolution
  • Customer Billing
  • Customer Account Review
  • Billing Inquiries
  • Property and Casualty Insurance Sales
Experience
Commercial Lines Account Manager, 2012 - Present
Provident Financial Services Point Pleasant, NJ,
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Fulfilled requests for title documentation, letters of permission and insurance claims.
  • Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
  • Responded to customer inquiries and problems to promote great service.
  • Researched insurance plans to find good options for clients' needs.
  • Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
  • Stayed abreast of industry changes to amend insurance programs for existing and prospective clients.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
  • Developed fact-finding interviews to determine need for coverage.
  • Increased product knowledge and understanding of industry best practices through completion of continuous education.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
  • Developed appropriate quotes based on risk information.
  • Counseled prospects and policyholders on coverage, limits and regulations.
  • Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices.
  • Contacted underwriters and submitted forms to obtain binder coverage.
Commercial Lines Account Manager, 2005 - 2012
Provident Financial Services Somerville, NJ,
  • Maintained current knowledge of emerging industry trends, legislation, coverage, technology and products.
  • Responded to incoming emails, company requests and client inquiries, typically within [Number] [Timeframe] to maximize service.
  • Prepared financial agreements and invoiced transactions for client [Type] accounts.
  • Performed risk exposure analysis and annual reviews of accounts, increasing retention of current clients.
  • Achieved sales goals consistently, increasing territory revenue by [Amount].
  • Assisted clients with completing claim requests, facilitated prompt response from carriers and followed up with claim status.
  • Researched innovative solutions for new prospects by attending seminars and trade shows.
  • Reported risk findings to [Job title] and made recommendations to identify and decrease exposure to loss.
  • Pursued payment requests on past due accounts, utilizing credit and collection policies and requested cancellations.
  • Assessed client needs, provided quotations and made recommendations for [Type] services.
  • Developed rapport and increased business revenue by hosting lunch-ins and [Type] events for prospective clients.
  • Explored market opportunities by building relationships with community businesses.
  • Drove sales of company products and services by meeting with customers using strategic and organized approach.
  • Identified customer needs by asking questions and advising on best solutions.
  • Listened to customer needs to identify and recommend best products and services.
  • Increased profitability and revenue by generating $[Amount] in sales.
  • Greeted and assisted customers to foster positive experiences.
  • Operated register, handled cash and processed credit card transactions.
  • Engaged casual shoppers to provide information about featured products and recommend merchandise, driving sales by [Number]%.
  • Reduced process lags by training employees on best practices and protocols.
  • Maximized sales by keeping areas tidy, fully stocked and correctly priced.
  • Provided every customer with comprehensive assistance upon enterin
  • 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.
  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
  • Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
  • Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
  • Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
  • Prepared proposals and conducted closing interviews to sell insurance products.
  • Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
  • Developed fact-finding interviews to determine need for coverage.
  • Stayed abreast of industry changes to amend insurance programs for existing and prospective clients.
  • Prepared proposals and conducted closing interviews to increase insurance sales.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Achieved repeat business and referrals through personalized services.
  • Developed appropriate quotes based on risk information.
  • Sought out new clients and developed clientele by networking to find new customers.
  • Contacted underwriters and submitted forms to obtain binder coverage.
  • Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices.
  • Counseled prospects and policyholders on coverage, limits and regulations.
  • Interviewed prospective clients to obtain data about financial resources and needs.
  • Met with division leaders and consultants to discuss strategies to increase sales.
  • Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
  • Developed coordinated protection plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
  • Strengthened traceability by developing organization systems for keeping records, reports and agendas.
  • Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
  • Facilitated continuing service by processing changes in beneficiaries and analyzing policy loan applications.
  • Managed account territory with approximate value of $[Amount].
Personal Lines Account Manager, 2002 - 2005
Meadowbrook Insurance Group, Inc. Sarasota, FL,
  • Engaged customers and provided high level of service by carefully explaining details about documents.
Education and Training
: Business Administration, Expected in
-
Kaplan University - Davenport, IA
GPA:
Status -
Certifications
  • Licensed [Job Title] - [Year]
  • [Area of certification] Training - [Year]
  • Certified [Job Title], [Company Name] - [Year]
  • [Area of certification], [Company Name] - [Year]
,

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Resume Overview

School Attended

  • Kaplan University

Job Titles Held:

  • Commercial Lines Account Manager
  • Commercial Lines Account Manager
  • Personal Lines Account Manager

Degrees

  • Some College (No Degree)

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