Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK Home: (555) 432-1000 - Cell: - resumesample@example.com - -
Professional Summary
My qualifications and experience complement over 15 years' customer service experience in increasingly challenging roles. I have been able to advance in my career through demonstrated initiative and the ability to work effectively under pressure. In my most recent position as a Commercial Lines Account Executive, I have had the opportunity to work independently in a complex environment which has strengthened my communication and organizational skills. I have the ability to
multitask and manage multiple duties at once. My experience and goals
include sales support and account growth objectives of the agency through
cross selling, up selling, making inter departmental referrals and obtaining
testimonials and referrals as well as meeting agency's target goals for client
service including minimal backlogs in account servicing for all transaction
processing -Renewal retention -Sales including new business production and
referrals -Account development including cross selling and up selling
-Collections -Meet agency's productivity goals -Provide support to producers to
facilitate account growth qualifications
Skills
Ability to communicate orally and in writing with others to
explain complex issues, receive and interpret complex
information, and respond appropriately.
• Knowledge of insurance products and usage’s.
• Knowledge of insurance markets and reference to markets.
• Knowledge of insurance rating and underwriting procedures. AMS Prime, MS Word, Winrater, Power Express, Power Desk, Collaborate Edge, EVR/CVR, AFW, ATLAS, INET, TAM, EPIC, etc…
• Familiar with multiple carriers and programs: Norfolk & Dedham-Agentpak, Safety Insurance, Travelers Insurance- IENET, Zurich Insurance, Quincy Mutual, Plymouth Rock Assurance, Utica Mutual, Acadia, Arbella Mutual, CNA Surety, Merrimack Mutual a.k.a Andover Companies, First Insurance Funding Corporation, Choicepoint, PSM (Magna Carta Companies), Peerless Insurance aka Liberty Mutual, Selective Insurance, Philadelphia Insurance, Commerce Insurance, Vermont Mutual, Hanover Insurance, Assigned Risk Policies via Worker Compensation Bureau, Ceded Auto Carriers, Surplus Lines Carriers, etc…
Work History
05/1996 to
Personal Lines Account ManagerIma Financial Group, Inc – Dallas, TX,
Responsibilities
included clerical duties: filing, preparation of correspondence to clientele, answering
multi-line telephones. Maintaining
accurate billing records and accounting. Open
and close claims. Responsible
for opening and closing agency. Train
new hires.
11/2001 to 2005
Personal Lines CSRIci Staffing – Chicago, IL,
Responsibilities
include handling all aspects of personal auto, including registry procedures. Process
endorsements, inspection notifications, registry procedures, assist in billing
inquiries, processing claims, premium quotations, verifying coverage, and
invoicing. Provide
binders subject to agency’s authority for both auto and home policies. Process
outgoing mail at day’s end.
2005 to 05/2008
Commercial Lines CSRIci Staffing – Medinah, IL,
Market
and provide quotes for new and renewal commercial policies. Actively
gather and pursue information needed to provide new/renewal quotes. Process
endorsements, answer coverage questions, meet directly with clientele, assist
in billing inquiries, auto ids and invoicing. Prepare
claim reports. Provide
binders subject to agency’s authority for both auto and home policies as well
as certificates for commercial policies.
05/2008 to 01/2010
Commercial Lines Account ManagerAssured Partners – Latham, NY,
Market
and provide multiple quotes for new and renewal commercial policies. Actively
gather and pursue all information needed to provide new/renewal quotes. Account
Management: process endorsements, answer coverage questions, meet directly with
clientele, assist in billing inquiries, auto ids and invoicing. Provide
binders subject to agency’s authority for commercial policies.
04/2010 to 06/2015
Commercial Lines Account ManagerDwight Rudd & Co Inc – City, STATE,
Manage
book of primarily small business risks (plus a handful of middle-market
accounts). Multiple industries including habitational, tech, professional
services across all commercial lines of business. Responsible
for marketing of book – both new and renewal business. Responsible
for full day-to-day management of accounts, including: Coordinate
with clients and provide technical expertise to accounts. Build
and maintain productive client relationships. Manage and
provide response to all customer requests and inquiries. Respond to underwriter
queries. Analyze,
negotiate and prepare carrier renewals. Review
client policies and recommended coverage adjustments. Ensure
timely preparation of binders, certificates and policies. Analyze,
negotiate and prepare carrier renewals.
06/2015 to Current
Commercial Lines Account ExecutiveSalem Five Insurance Services – City, STATE,
Manage
book of small business risks and middle-market
accounts. Multiple industries including restaurants, habitational, tech, professional
services across all commercial lines of business.
· Provides support and analyzing
client needs, coverage
forms and quotations.
·
Occasionally accompanies Sales Executive/Account Executive
on prospect and client meetings
as requested by Sales
Executive.
·
Completes applications in coordination with Sales
Executive/Account Executive(s);
submits applications to
eligible and appropriate
carriers; follows up to ensure timely
receipt of quotations and policies.
·
Orders and issues binders, certificates, policies, endorsements
and other related items; verifies
their accuracy; forwards them
to client with appropriate
correspondence.
·
Determines if direct or agency billing is appropriate and
invoices accordingly.
·
Prepares summaries of insurance, schedules and proposals for
word processing as needed.
·
Processes renewals in coordination with Sales
Executives/Account Executive(s)
according to agency
procedures.
·
Reviews audits of policies; verifies accuracy and facilitates
corrections, as needed, between
client and carrier.
·
Verifies policy and policy change information, facilitating
corrections when necessary.
Processes incoming mail and phone
requests, responding
promptly and appropriately.
· Uses agency credit and
collection policy in invoicing and
pursuing prompt payments; request
cancellations from the
carrier according to agency
standards.
· Determines reasons for requests
for cancellations; acts to save
accounts; notifies Sales
Executive/Account Executive(s).
· Processes and following up on
cancellations requests to carriers
to ensure accurate and timely
resolution; maintains agency in
financial equity whenever
possible.
Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.