Personal Lines Account Manager Resume Example
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PERSONAL LINES ACCOUNT MANAGER
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
Personal Lines Account ManagerJun 1996
Ima Financial Group, IncDallas , 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.
Ima Financial Group, IncDallas , 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.
Personal Lines CSRDec 2001 - Jan 2005
Ici StaffingChicago , 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.
Ici StaffingChicago , 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.
Commercial Lines CSRJan 2005 - Jun 2008
Ici StaffingMedinah , 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.
Ici StaffingMedinah , 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.
Commercial Lines Account ManagerJun 2008 - Feb 2010
Assured PartnersLatham , 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.
Assured PartnersLatham , 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.
Commercial Lines Account ManagerMay 2010 - Jul 2015
Dwight Rudd & Co IncCity , 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.
Dwight Rudd & Co IncCity , 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.
Commercial Lines Account ExecutiveJul 2015 - Current
Salem Five Insurance ServicesCity , 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.
Salem Five Insurance ServicesCity , 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.
Certifications
MA P&C Licensed
CCLP (Certified Commercial Lines Professional) Designation
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Resume Overview
Job Titles Held:
- Personal Lines Account Manager
- Personal Lines CSR
- Commercial Lines CSR
- Commercial Lines Account Manager
- Commercial Lines Account Executive
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