SEARCH

Licensed Insurance Account Manager Resume Example

Resume Score: 80%

Love this resume?Build Your Own Now
LICENSED INSURANCE ACCOUNT MANAGER
Professional Summary

Multi-talented person consistently rewarded for success in planning and operational improvements. Experience in policy development and staff management procedures positively impacting overall morale and productivity. Excellent reputation for resolving problems, improving customer satisfaction, and driving overall operational improvements. Consistently saved costs while increasing profits.

Skills
  • Underwriting and adjustments
  • Risk mitigation
  • Client needs analysis
  • Account management
  • Business planning
  • Team building
  • MS Office
  • Team management
  • Operational improvement
  • Process improvement
  • Customer service
  • Relationship development
  • Organization
  • Business operations
  • Supervision
  • Project organization
  • Problem resolution
  • Communications
  • Client Promotions
  • Strategic event planning
  • Project Management
  • Operations management
  • Business administration
  • Staff Management
  • Time management
  • Strategic Planning
  • Sales and Marketing
  • Negotiation
  • Verbal and written communication
  • Consulting
  • Data Analysis
  • Preparing Presentations
Work History
11/2014 to Current
Licensed Insurance Account ManagerCompany Name – City, State
  • Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
  • Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
  • Tracked progress of all outstanding insurance claims.
  • Assessed coverage plans and long-term business goals to successfully align new products with plans and strategies.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales by 10%.
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
  • Developed sales leads from direct referrals, networking and targeted marketing campaigns.
  • Calculated quotes and educated potential clients on insurance options.
  • Obtained underwriting approval by completing application for coverage.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Built relationships with clients through active listening and communication talents to provide excellent service.
  • Directed clinical support of actuarial, underwriting and claims management in identifying and managing client specific risks and risk trends.
07/2019 to 03/2020
Integrated Marketing Solutions ConsultantCompany Name – City, State
  • Created documentation outlining research findings for use by project managers, customers and other marketing staff to make accurate decisions about future plans.
  • Developed campaigns and specific marketing strategies for clients.
  • Collaborated with product development team to effectively modernize and update promotions.
  • Informed supervisors and company leaders on markets and regional sales needs to best meet customer needs and maximize revenue.
  • Identified appropriate marketing channels and target customers for campaigns.
  • Mentored and guided executive team during business development decision-making to optimize profitability, marketing strategy and communications planning.
  • Increased credibility and client awareness by developing technical/non-technical marketing collateral and presentations, public relations campaigns, articles and newsletters.
  • Studied demographic data to determine optimal targets, competitor offerings and tactics for persuasion.
  • Collected data using various research methods to broaden results and optimize marketing strategies.
01/2013 to 11/2014
Marketing SpecialistCompany Name – City, State
  • Developed campaigns and specific marketing strategies for clients.
  • Identified appropriate marketing channels and target customers for campaigns.
  • Researched analytical data from national reports to identify customer purchase objectives.
  • Collaborated with external creative agencies to produce and distribute marketing materials.
  • Analyzed data from previous and current marketing campaigns to improve future results.
  • Maintained high level of understanding of industry standards and trends.
  • Planned marketing initiatives and leveraged referral network to promote business development.
09/2008 to 05/2011
New Product Development ManagerCompany Name – City, State
  • Developed creative sales tools, including presentations, trend reports, kitted assets, and product data sheets.
  • Built and strengthened strategic relationships with vendors, advertising agencies and leading partners.
  • Built brand awareness and generated leads while managing internal and external marketing campaigns and programs.
  • Evaluated consumer preferences and behaviors, combined with market trends and historical data, to adjust and enhance campaigns.
  • Considered business demands and customer preferences when developing pricing structures and marketing plans.
  • Oversaw preparation of marketing copy, images, videos, emails and other collateral.
  • Coordinated innovative strategies to accomplish objectives and boost long-term profitability.
Education
06/2020
Bachelor of Arts: Global Studies
University of California - Los Angeles - City, State
  • Minored in Entrepreneurship and Business
  • Majored in International Relations
  • Thesis: Chinese World Order: a Myth or a Foreseeable Reality?
  • Graduated with 3.813 GPA
06/2018
Associate of Arts: Social And Behavioral Sciences
Los Angeles Valley College - City, State
  • Dean's List
  • Graduated with 3.98 GPA
  • Graduated in Top 1% of Class
  • Graduated summa cum laude
06/2011
Bachelor of Arts: Business Economics
Belorussian Technical University - City
  • Minored in Management
  • Dean's List
Certifications

Notary Public

Build Your Own Now

DISCLAIMER

Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

School Attended

  • University of California - Los Angeles
  • Los Angeles Valley College
  • Belorussian Technical University

Job Titles Held:

  • Licensed Insurance Account Manager
  • Integrated Marketing Solutions Consultant
  • Marketing Specialist
  • New Product Development Manager

Degrees

  • Bachelor of Arts : Global Studies
    Associate of Arts : Social And Behavioral Sciences
    Bachelor of Arts : Business Economics

Similar Resumes

View All
Licensed-Insurance-Account-Manager-resume-sample

Licensed Insurance Account Manager

Los Angeles, California