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sr acct mgr programs education team lead resume example with 20+ years of experience

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Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000, resumesample@example.com
Summary

Meticulous, highly ethical Insurance Specialist bringing expertise in commercial insurance with 36 years of experience. Researches and resolves complex issues on behalf of customers, companies and employer.

Outgoing and kind team player, skilled in promoting insurance knowledge and abilities and helping individuals develop their maximum potential.

Skills
  • Communication
  • Leadership
  • Employee Engagement
  • Teamwork and Collaboration
  • Organization
  • Open-ness
  • Problem solving
Experience
11/2022 to Current Sr. Acct Mgr., Programs & Education Team Lead, Gifford Carr Insurance Group | City, STATE,
  • managed commercial book of business for vp of commercial lines/account executive; including renewal negotiations, new business negotiations and customer relations.
  • education of new employees to commercial insurance industry
  • training of new commercial lines employees (account administrators, account managers, account executives/sales, marketing, underwriting)
  • Identified training needs and develop specialty commercial programs
  • Compiled reports to provide management with accurate information in regards to commercial procedures
  • training of Broker Management System
  • training of Policy Works System
12/2019 to 11/2022 Commercial Lines Senior Account Manager Brokerlink | City, STATE,
  • In December 2019 Rivet Insurance was purchased by Brokerlink; at this time my role changed to Sr. Commercial Account Manager. The AM role continued to service my existing book of business.
  • Monitored clients' insurance coverages to ensure changing needs were met.
08/2016 to 12/2019 Commercial Account Manager & Sales Rivet Insurance | City, STATE,
  • Managed own commercial book of business, mid-market; medium and large accounts. - dealerships, healthcare, resorts program, municipality program, mining industry, transportation risks, surety, construction risks.
  • Achieved sales goals consistently, difficult to increase territory revenue since my book consisted of 75% of area businesses; however, increased premium revenue consistently by assessing clients needs and making coverage recommendations.
  • Explored additional opportunities by building relationships with community businesses.
  • Responded to incoming emails, company requests and client inquiries, quickly to maximize service.
  • Developed close relationships with clients to ensure retention.
  • worked closely with owners to develop procedures for department use.
  • maintained commercial resources for commercial department
  • provided commercial education information to commercial department
  • created marketing documents for clients as resources to understand insurance products they had purchased or should consider.
02/2004 to 08/2016 Commercial Lines CSR Raymond Insurance / Insurance Hero | City, STATE,
  • worked with Partner, Jim Gillespie on Dealership Program to build and maintain book of business. Building strong relationships with the Dealership owners to maintain client relationship.
  • dealership program included: Negotiation new business quotes for Jim, binding, renewal process, endorsements, claims service and customer contact throughout the year. I worked directly for Jim for approximately 5 years.
  • When Jim retired, the dealership program was moved to a different account executive and I began working with another partner; Pat Bleau for approximately 15 years.
  • Working with Pat included the same type of servicing, however on aviation risks, both private and commercial, mining risks, bonds, contractors, hospitality, transportation risks - mostly for the mining industry (by ground and rail), Municipal Equipment Dealers (refuse vehicles, aircraft deicing equipment, recycling vehicles, etc)
  • I also did many "personal" items for Pat, for his various financial companies.
  • Pat then retired, and sold his shares of Raymond Insurance to his sons; John and Paul Bleau. I became CSR for John Bleau, the new VP of the commercial department. Working on mostly the same accounts, picking up Johns commercial accounts and working closely with another CSR as co-leads of the CSRs. Putting together procedures, templates, resources for the department.
  • Insurance Hero, an online brokerage was created by one of the partners sons - Greg Raymond. I worked closely with Greg, again as CSR with another Account Executive, to grow the commercial book of business. The clientele varied quite a bit, since we were targeting Southern Ontario.
10/2003 to 02/2004 Risk Mgr Asst & Claims McDonalds Restaurant Gougeon Insurance | City, STATE,
  • intake of claims for McDonalds Restaurants in Eastern Canada
  • Opened, sorted and monitored claims.
  • updated spreadsheet to track claims information.
  • Created claims files, correspondence and claims notices.
  • Processed high volumes of bodily injury claims efficiently while working in fast-paced environment.
  • Assisted with Site Inspections, and Implemented loss control measures to mitigate workplace hazards.
  • Reported findings on risk exposures to franchise owners or McDonalds head office.
12/1985 to 05/1992 Learning Intern Sturgeon Falls Insurance | City, STATE,
  • worked for family brokerage at age of 16
  • mail, file clerk
  • reception
  • policy issuance
  • data entry
  • obtained RIBO licence, personal lines sales
Education and Training
Expected in to to Business And Insurance Administration | Business And Insurance Administration Mohawk College of Applied Arts And Technology, Hamilton, ON GPA:
Languages
English:
Professional
Negotiated:
French:
Professional
Negotiated:

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Resume Overview

School Attended

  • Mohawk College of Applied Arts And Technology

Job Titles Held:

  • Sr. Acct Mgr., Programs & Education Team Lead,
  • Commercial Lines Senior Account Manager
  • Commercial Account Manager & Sales
  • Commercial Lines CSR
  • Risk Mgr Asst & Claims McDonalds Restaurant
  • Learning Intern

Degrees

  • Business And Insurance Administration

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