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
08/2005 to Current
Senior Account ManagerAssociated Agencies, Inc. – Rolling Meadows, IL
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.
04/2004 to 08/2005
Account ManagerMesirow Insurance Services – Oakbrook Terrace, IL
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.
01/2000 to 04/2004
Risk Management SpecialistT.J. Adams Group, LLC – Lombard, IL
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.
03/1987 to 10/1994
Senior Account RepresentativeT.J. Adams Group, LLC – Oak Brook, IL
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.
03/1981 to 03/1987
Insurance Agency CoordinatorACE Hardware Corporation – Oak Brook, IL 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): Insurance Institute of America - Chicagoland Area
Risk Management and Insurance Course work
Current Illinois P&C Producer License valid to 9-30-17