Senior Account Manager resume example with 20+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary
Agency Senior Account Manager pursuing underwriting position with insurance company. Possesses strong analytical skills to be utilized for optimum insurer profitability. High level of underwriting knowledge through marketing experience. Understands that risk exposures, loss ratios, surveys and controls affect the overall ability to quote and bind.
Property & Casualty Coverage
Professional Liability
Management Liability
Cyber Liability

Analytical and Multitasking
Strong Communication Skills
Word, Excel and Outlook
The Agency Manager (TAM) and Applied EPIC

Work History
Senior Account Manager, 07/2005 - Current
Altec Albuquerque, NM,
  • Market new and renewal accounts based on client needs, operations, size and loss ratio.
  • Regularly meet with insurance carrier sales staff and underwriters to review existing accounts and new opportunities.
  • Prepare proposal summaries, making recommendations to reduce costs and improve coverage where possible.
  • Follow up with customers and underwriters on unresolved issues.
  • Mentor two producers, other account managers and customer service representatives.
  • Model exceptional customer service skills and appropriate diagnostic sales techniques.
  • Work within a team to review new prospect opportunities.
Account Manager, 03/2004 - 07/2005
Werner Enterprises Inc Jackson, MS,
  • Created submissions to market new and renewal business, reviewed quotes and created proposals.
  • Analyzed historical audited exposures to current term rating values.
  • Serviced calls from clients, managing changing needs and reviewing their customer contracts.
  • Delegated endorsement requests to support staff.
Risk Management Specialist, 2000 - 03/2004
Peace Health Craig, AK,
  • Met with production staff to determine marketing needs and carrier appetite of new and renewal business.
  • Created submissions and entered quotes into proposal format.
  • Obtained quote options as determined by producer.
  • Ordered, bound and billed new or renewal policies.
  • Processed certificates of insurance and managed policy endorsement requests.
Senior Account Representative, 02/1987 - 09/1994
Fbmc FL, State,
  • Prepared submissions for account manager assisting in market selections. Prepared loss summaries.
  • Managed policy endorsement requests.
  • Reviewed requests for certificates of insurance, and issued accordingly.
Insurance Agency Coordinator, 02/1981 - 02/1987
ACE Hardware Corporation City, STATE, Key role in start-up Insurance Program for Ace Member Stores. Managed agency payroll, account currents, processed rating, created proposals, and supervised staff of customer service representatives.
Associate in Risk Management (ARM): , Expected in
Insurance Institute of America - Chicagoland Area,
  • Risk Management and Insurance Course work
  • Current Illinois P&C Producer License valid to 9-30-17

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Resume Overview

School Attended

  • Insurance Institute of America

Job Titles Held:

  • Senior Account Manager
  • Account Manager
  • Risk Management Specialist
  • Senior Account Representative
  • Insurance Agency Coordinator


  • Associate in Risk Management (ARM)

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