Commercial Lines Account Manager Resume Example Company Name

COMMERCIAL LINES ACCOUNT MANAGER

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

Policy adjustment knowledge
Customer follow-up
Cross-selling and upselling
Email marketing
Relationship development
Problem resolution
Administrative support
Organization
Team building
Customer service
Microsoft Literate

Analytical Skills
Insurance Industry knowledge
Ability to maintain accuracy and production standards
Oral and Written Communication Skills
Problem Solving Skills
Attention to detail and accuracy
Negotiation Skills
Quick Learner
Works with several computer applications simultaneously
EPIC and AMS 360 Management Systems

Experience

Commercial Lines Account Manager / Company Name - City, State11/2020 - Current

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 / Company Name - City, State07/2019 - 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 quoting for 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 / Company Name - City, State03/2017 - 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 / Company Name - 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

Utah Valley University - City, StateSome College (No Degree): Health Administration

Mountainview High School - City04/1995High School Diploma

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

Resume Overview

School Attended

Utah Valley University
Mountainview High School

Job Titles Held:

Commercial Lines Account Manager
Premium Audit Examiner
Care Management Associate
Inside Sales

Degrees

Utah Valley University - City, State Some College (No Degree) : Health Administration
Mountainview High School - City 04/1995 High School Diploma

Commercial Lines Account Manager Resume Example

Resume Score: 80%

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