Senior Account Executive

Senior Account Executive
National Insurance Agency – Illinois
2023 to Present

Streamline processes and procedures to retain and write new and renewal business.
Review and summarize marketing results and finalize proposals.
Communicate with producers, carriers, and clients concerning risk placement.
Be a self-motivated team player managing various tasks.
Assist partner agencies with outlets to place complex property and casualty business.
Strengthen and grow relationships with CORE carriers and brokers to assist partners with the placement of new business opportunities.
Manage new business submissions and marketing efforts.
Serve as a liaison between agent and carrier to quote business.
Maintain broad knowledge of carrier appetites and underwriting guidelines.
Forge strong working relationships with carriers, brokers, and partner agencies.

Senior Lead Account Executive
Local Insurance Agency – Illinois
2019 to 2023

Streamlined processes and procedures to retain and write new and renewal business.
Reviewed and summarized marketing results and finalized proposals.
Continued service and involvement with clients throughout the policy term.
Trained new hires on the various software and systems used within the agency.
Reviewed applications and submissions to market accounts with various carriers.
Reviewed quotes and coverage questions with new and existing clients.
Prepared premium finance agreements as requested.
Maintained client information in QQCatalyst and INDIO.
Managed and maintained the Workers Compensation book of business, including online quoting, binding, and servicing of accounts.
Developed and implemented long-term strategies for agency and product growth.
Oversaw day-to-day operations to ensure the successful implementation of standard operating procedures.
Defined and created job descriptions to support the internal and external growth of the agency while leading the hiring objectives to fill open positions.
Monitoring various projects to enhance our work environment, including the review of the agency management system, bonus structure, and other internal processes.
Strategized to implement additional benefits and perks for both clients and employees.

Commercial Lines Account Manager
Local Insurance Agency – Illinois
2018 to 2019

Managed a book of renewal business to ensure adequate pricing and coverage for clients’ specific needs.
Built strong relationships with clients by working closely to understand each client’s unique business and insurance coverage needs.
Worked closely with insurance companies to gather quotes and maintained strong relationships with both carriers and insureds to retain accounts.
Was responsible for marketing new and renewal business for a book of business.
Continued growth in carrier niches, products, and underwriting guidelines to ensure the best market placement for insureds.
Communicated daily with insureds, underwriters, and producers to provide exemplary customer service for all accounts, both new and renewal.

Commercial Lines Account Manager
Local Insurance Agency – Illinois
2017 to 2018

Managed a book of renewal business to ensure adequate pricing and coverage for clients’ specific needs.
Worked closely with insurance companies to gather quotes and maintained strong relationships with both carriers and insureds to retain accounts.
Was responsible for marketing renewal business for all account managers’ renewals.
Continued growth in carrier niches, products, and underwriting guidelines to ensure the best market placement for insureds.
Communicated daily with insureds, underwriters, and producers to provide exemplary customer service on all renewals.

Customer Service Representative
Local Insurance Agency – Illinois
2013 to 2017

Handled renewal process; marketing, binding, issuing and billing.
Worked closely with Insurance companies to gather quotes and maintained strong relationships with both carriers and insureds to retain accounts.
Handled Loss Control Inspections and worked with both the carrier and insured for compliance of all open recommendations.

Senior Account Executive
Local Insurance Agency – Illinois
2007 to 2013

Risk Management Representative; Program Manager
Local Insurance Agency – Illinois
2002 to 2006

Served as the Risk Management representative for a medical program.
Created proposals and quotations for new and renewal clients.
Was responsible for billing, invoicing, and maintaining 60-90 day account receivables.
Acted as Program Manager for a Risk Retention Group.
Served as the Risk Management Representative for a supply chain logistics company and a nonprofit health organization.
Built strong relationships with brokers and reinsurance companies.
Was responsible for billing, invoicing, and administering surplus lines taxes.
Maintained schedules related to premium payments, loss experience charges, and payment authorization to various payees.

Customer Service Representative
Local Insurance Agency – Illinois
2001 to 2002

Obtained property and casualty producer’s license in eight states.
Utilized knowledge of personal lines coverage working with agents and insured’s to complete policy quotations and endorsements.

Bachelor of Arts Degree, 2000
State University

Active P&C License
CISR Designation

Microsoft Office Suite, INDIO, QQCatalyst, AMS, Epic Software

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