Account Executive

Account Executive
Local Insurance Agency
November 2023 to Present

Manages a book of business comprised primarily of large complex healthcare accounts, upwards of $1M in agency commission.
Develops client, carrier and partner relationships through meetings and trade shows.
Implements updates to renewal workflow procedures.
Serves as a resource to the Life Sciences team as needed.

Account Executive
Local Insurance Agency
November 2021 to November 2023

Managed a book of small to large life sciences accounts, both private and public, upwards of $1M in agency commission, including worldwide Clinical Trial placements.

Account Manager
Local Insurance Agency
March 2016 to November 2021

Serviced a book of business comprised primarily of middle market (up to $50k in agency commission) healthcare, social services, and education accounts. Served as the primary client relationship contact for at least half of the clients.
Worked in the management team as the primary trainer (systems, procedures, insurance coverages & principles) and to develop and udpate best practices for the department.

Account Manager
Local Insurance Agency
2008 to 2016

Serviced property & casualty programs including the entire renewal and marketing process and account rounding for 100+ emerging and middle market business in Life Sciences, Tech, Software, and Social Services industries.
Interacted daily with clients, carriers and international partners.
Reviewed client contracts for compliance with their insurance program.
Processed and catalogued policies and client data, issued certificates of insurance, invoices, and other documents.
Collaborated with other AMs and Producers to provide a seamless customer service experience.
Worked on special projects, including customizing and implementing paperless system and establishing new procedures.
Provided ongoing systems training and support to the P&C department as well as a general resource.

Assistant Account Manager
Local Insurance Agency
2006 to 2008

Supported multiple account managers and producers, including processing and organizing new and renewal insurance policies and issuing certificates of insurance and other documents with interacting directly with clients and carriers.
Gained solid experience working with clients ranging from emerging to large international businesses.

Psychology, 2004
Local College

Active P&C License

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