Commercial Lines Account Manager Resume Example
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JaNaeCulpepper
Summary
Dedicated Account Manager successful at handling high account volumes and tough customers. History of working hard to achieve and exceed expectations. Known for having great poise in demanding roles. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day.
Skills
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Experience
Commercial Lines Account Manger / Ici Staffing - Chicago , IL03/2022 - Current
- Liaised with clients to aid in purchasing appropriate insurance products to protect commercial assets.
- Presented and clearly explained insurance policy options based on clients' needs and goals.
- Worked with insurance carriers to solve problems with coverage and payments.
- Completed yearly evaluations of providers to check service options and coverage plans against competitors.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Cultivated professional relations to establish long-term profitable partnerships.
- Documented customer correspondence in EPIC to track requests, problems and solutions.
- Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
- Assisted customers with making payments or establishing payment plans to bring accounts current.
- Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
- Audited customer account information to identify issues and develop solutions.
- Asked probing questions to determine service needs and accurately input information into electronic systems.
- Processed documentation and troubleshot discrepancies to build client rapport.
- Made outbound calls to obtain account information.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Reduced financial discrepancies, resolving billing issues while processing service applications and cancellations.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Remained calm and professional in stressful circumstances and when dealing with unhappy customers, effectively diffusing situations.
- Addressed internal and customer-related issues each day and affected strategic resolutions.
- Worked with insurance carriers to solve problems with coverage and payments.
Commercial Lines Account Manager / Ici Staffing - Medinah , IL11/2020 - 03/2021
- Increased product knowledge and understanding of industry best practices through completion of continuous education.
- Cultivated professional relations to establish long-term profitable partnerships.
- Drove client retention by increasing savings opportunities and identifying premium discounts.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
- Analyzed customer needs and provided best options, upselling products and services.
- Streamlined operational efficiencies by researching problems and delivering speedy issues resolution.
- Provided quick turnaround time when customers called with questions, usually within 2 hours.
- Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
- Developed insurance cross-selling opportunities
- Quoted several lines of insurance online
- Sent out Acords and applications to have quoted by Underwriters for Larger accounts
- Managed Accounts with 50 to 80 renewals a month
- Managed book of businesss for a prouder with 3.7M Yearly Premium
- Bound new business/renewal policies
- Prepared proposals for new business policies in accordance with coverages and limits
- Submitted claims for insured's with carriers
Commercial Lines Account Manager / Cvs Health - Fair Oaks , CA07/2019 - 10/2020
- Provided quick turnaround time when customers called with questions, usually within 2 hours.
- Managed the marketing strategy and servicing of commercial insurance business in accordance with procedures outlined by the organization.
- Developed and produce submissions for marketing on new business/renewal account to carriers.
- Prepared proposals for new business policies in accordance with coverages and limits.
- Bound new business/renewal policies
- Provided ongoing service to clients, including but not limited to binders, invoices, endorsements, and certificates.
- Checked policies to assure that coverages and limits are as ordered and that they match agency management system. Analyzed and compare quotations.
- Specialized in evaluating risks and consulting on missing coverage to ensure our clients are adequately insured
- Assisted in expanding existing accounts by rounding out and cross-selling additional insurance products.
- Worked with clients during audits and educate the client on the audit results
- Had established and developed strong relationships with clients, carriers, trusted business partners and coworkers.
- Online quotingfor different lines of insurance
- Conducted periodic coverage analysis and risk reviews to ensure the adequacy of the client classification, coverages, limits, etc
- Liaised with clients to aid in purchasing appropriate insurance products to protect commercial assets.
- Increased product knowledge and understanding of industry best practices through completion of continuous education.
- Drove client retention by increasing savings opportunities and identifying premium discounts.
Premium Audit Examiner / Cactus Wellhead - New Waverly , TX03/2017 - 07/2019
- Reviewed physical audits completed by field auditors. Examined / audits current rules, mathematical computations and adherence to company format and procedures in order to ensure that calculations of earned premium for risks are accurate.
- Reviewed insureds' payroll statements for accuracy to develop premium basis and to ensure proper application of current rules.
- Reviewed Underwriting, Loss Control reports, Bureau inspections and, potentially, claims data to ensure proper audit findings.
- Communicated with producers, insureds and company personnel to resolve questions. Interprets and explains methods to complete various paperwork, notifies of changes and may participate in explaining / interpreting results.
- Reviewed midterm endorsements and determines necessary actions for updating file, billings or renewals. Refers questionable audits to more senior / experienced staff.
- Reviewed delinquent reports on policies to estimate an interim, final and / or cancellation.
- Reviewed Unit Stat Exceptions Report and reports correction / revisions to appropriate Bureau and / or departments within the company.
- Reviewsd Unit Stat Exceptions Report and reports correction / revisions to appropriate Bureau and / or departments within the company.
- Performed other duties as assigned.
Care Management Associate / Molina Healthcare Inc. - City , STATE10/2010 - 01/2017
- Responsible for initial review and triage of care team tasks
- Proficient in ICD-10, HCPC, and CPT codes
- Identified principle reason for admission, facility, and member product to correctly apply intervention assessment tools.
- Identified triggers for referrals into Aetna's Case Management, Disease
Management, and other Specialty Programs. - Promoted communication both internally and externally to enhance effectiveness of medical management service.
- Provided support services to team members by answering telephone
- Maintained accurate and complete documentation of required information that meets risk management, regulatory, and accreditation requirements.
- Coordinated and arranged health care service delivery under the direction of nurse ormedical director in the most appropriate setting at the most appropriate expense by identifying opportunities for the patient to use participating providers and services.
- Protected the confidentiality of member information and adhered to company policies regarding confidentiality.
- Assisted in the research and resolution of claims payment issues.
- Supported the administration of the hospital care, case management, and quality management process in compliance with various laws and regulations, and Case Management Society of America Standards, where applicable, while adhering tocompany policy and procedures.
Inside Sales / Company Name - City, State08/2007 - 01/2010
- Received inbound calls from Medicare/Medicaid recipients inquiring about the Molina Medicare Advantage program and helped them determine which plan, if any,
- Educated Clients on how Medicare Advantage programs work, confirmed eligibility for potential members and reviewed prescription drug formulary with them,
- Established a successful professional relationship with potential members.
- Use proven marketing techniques to qualify clients.
- Worked closely with all departments using QNXT data base.
- Met and exceeded specific, attainable sales goals.
- Overcame competitive sales objections/position product against competition and customer needs.
Education
Some College (No Degree): Health AdministrationUtah Valley University - City, State
High School Diploma04/1995Mountainview High School - City
Licensing
Currently Hold Property and Casualty, Life, Health and AD&D license in the state of UT.
I also have an AINS Designation.
Currently taking classes for my CISR Designation
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Resume Overview
School Attended
- Utah Valley University
- Mountainview High School
Job Titles Held:
- Commercial Lines Account Manger
- Commercial Lines Account Manager
- Premium Audit Examiner
- Care Management Associate
- Inside Sales
Degrees
- Some College (No Degree) : Health Administration
High School Diploma 04/1995
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