senior energy account manager resume example with 20+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
  • :
To further my professional career with an industry leader that will foster career growth and lead to a long term career relationship. Seeking to diversify my skills in an industry where I can make a strong contribution by utilizing and expanding upon related experiences and capabilities.
Excellent oral and written communication skills Detail oriented and diligent in completing assigned tasks Computer-literate performer with extensive software proficiency covering wide variety of applications Resourceful team player who strives to build trusting relationships with clients and colleagues
Senior Energy Account Manager, 07/2012 to Present
AbmWinchester, VA,
  • Supports Producer in developing new business opportunities for existing clients and prospects Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer Manages and executes various types of bonds including Oil & Gas Bonds, Fidelity Bonds, Payment Bonds, Performance Bonds, Permit Bonds, Bid Bonds, Utility Bonds, and Road Use Bonds Prepares finance agreements for client accounts Analyzes and compares current exposures and develops renewal or new business specifications for marketing Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy Reviews and summarizes marketing results and prepares proposals for all coverage lines including General Liability, Umbrella, Property, Automobile, MEL, Control of Well, and Workers Compensation.
  • Finalizes proposals and presentations in coordination with Producer Binds insurance coverage and prepares binders and/or delegate certificates issuance Reviews contracts and provides recommendations to clients concerning insurance exposures Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections Provides technical guidance to staff assisting with client needs or procedural issues Notifies brokers of pertinent information related to client retention.
Assistant Account Manager, 09/2009 to 06/2012
Arthur J. Gallagher Risk Management Services, IncCity, STATE,
  • Examined client operations to determine possible exposures Reviewed and interpret client contracts Prepared and deliver presentations and/or proposals to clients Negotiated pricing, commissions, and/or coverages with carriers Reviewed policies, identify deficiencies to determine appropriate limits of coverage needed Review and process policy endorsements/amendments Reconciled accounting issues, responds to accounting inquiries, and corrects account discrepancies including assisting in collections on past due accounts Reviewed and process certificate requests.
Commercial Account Representative, 01/2009 to 06/2009
Alliant Insurance Services, IncCity, STATE,
  • Assisted with preparation of presentations and or proposals for clients to acquire new and renewal business Gathered information for applications and researched requests for information from underwriters Reviewed policies to identify deficiencies and determine appropriate levels of coverage to ensure policies were accurate Assisted Senior Account Manager in marketing and renewal process for expiring policies for current accounts Assisted in binding insurance coverage and preparing insurance binders for new and renewal business Input applications and word processed letters, and other forms of correspondence to insured and or Underwriters Prepared draft certificate templates for review and approval to forward to clients and/or interested parties as required Analyzed certificate requests from interested parties to ensure clients were in compliance.
Personal Insurance Account Manager, 07/2007 to 01/2009
Wortham InsuranceCity, STATE,
  • Managed the placement of insurance for high net worth individuals by quoting and binding coverage for new and existing clients in various writing companies Worked directly with standard and non-standard insurance markets in the placement of property & casualty coverage Involved in all aspects of client service relationships Utilized agency database to maintain all client data necessary for a complete and accurate client file Prepared renewal reviews to verify clients are adequately insured and there are no underlying exposure Assisted clients in reporting claims to Carriers Increased current book of business through cross selling and rounding accounts Collaborated with Underwriters to determine accurate rating tiers for new and renewal property & casualty lines of business Quoted and calculated premiums for new business, rewrite, various renewal policies, and policy changes.
Account Representative / Sub-Agent, 07/2000 to 07/2007
Allstate Insurance - The Davis AgencyCity, STATE,
  • Interacted directly with customers to understand their insurance needs Collaborated with internal Underwriters to ensure that prospective customer's requirements are within company guidelines Educated and provided customers with coverage alternatives that meet their requirements Worked with mortgage and title companies to prepare insurance documents for customer loan closings Responsible for handling all cash necessary to apply payments to customer accounts Worked with the Agency owner to process weekly payroll for all sub-agents and other support staff.
Education and Training
Bachelor of Business Administration (BBA): Finance, Expected in to University of Houston - ,
Activities and Honors
Commercial Lines Coverage Specialist (CLCS) - Since 2014 General Lines Agent (Life, Accident, Health and HMO) - Since 2005 General Lines Agent (Property and Casualty) - Since 2002
accounting, Agency, Bonds, book, Excellent oral, Computer-literate, contracts, client, clients, database, Detail oriented, finance, forms, insurance, letters, marketing, word, Oil, payroll, policies, presentations, pricing, Producer, proposals, reporting, selling, strategy, team player, written communication skills

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Resume Overview

School Attended

  • University of Houston

Job Titles Held:

  • Senior Energy Account Manager
  • Assistant Account Manager
  • Commercial Account Representative
  • Personal Insurance Account Manager
  • Account Representative / Sub-Agent


  • Bachelor of Business Administration (BBA)

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