Account Manager

WORK EXPERIENCE

Account Manager
Local Insurance Agency
2021 to Present

• Manage billing for large national accounts.
• Handle phone inquiries and customer service.
• Process policies and related documentation.
• Oversee varied accounts with diverse needs.

Commercial Lines Manager
Insurance Agency
2020 to 2021

• Managed and supervised one Account Executive.
• Developed and implemented setup procedures.
• Handled heavy phone volume and serviced current clients.
• Wrote new business based on incoming calls.
• Provided day-to-day customer service.

Account Executive
Corporate Insurance
2019 to 2020

• Managed a diverse portfolio of accounts totaling up to $3,000,000 in business, including LROs, construction, management liability, and restaurants.
• Handled accounts with premiums ranging from $2,500 to $600,000.
• Conducted day-to-day operations, including customer service, phone calls, claims processing, and billing.
• Oversaw both agency and direct billing processes.
• Managed submissions and quoted policies online with various companies.
• Reviewed policies and assisted newer staff with questions and guidance.

Account Manager
Local Insurance Agency
2018 to 2019

• Managed accounts ranging from $50,000 to $250,000.
• Provided day-to-day customer service and support.
• Administered the Home Builders Program, including preparation of submissions.
• Communicated with company underwriters regarding policy details.
• Handled policy changes and drafted proposals.
• Oversaw all aspects of account management.

Account Manager
Local Insurance Agency
2017 to 2018

• Managed accounts ranging from $20,000 to $250,000.
• Provided day-to-day customer service and support.
• Conducted mod reviews and handled audits, including audit disputes.
• Quoted policies using company systems and prepared and submitted submissions.
• Communicated with company underwriters and managed the Home Builders Program.
• Collaborated with producers on various account management tasks.
• Oversaw all aspects of account management.

Account Executive
Local Insurance Agency
2015 to 2017

• Managed accounts with premiums ranging from $15,000 to $200,000.
• Provided day-to-day customer service, including handling phone calls and billing inquiries.
• Processed policy change requests and reviewed new business and renewal policies.
• Managed and processed mail and email requests.
• Collaborated effectively as a team player.
• Utilized agency management systems for various tasks.

Commercial Lines Manager
Local Insurance Agency
2004 to 2015

• Managed accounts with premium bases ranging from $50,000 to $200,000.
• Provided day-to-day customer service, including handling phone calls and billing inquiries.
• Processed policy change requests and quoted new business and renewals.
• Distributed mail to appropriate CSRs.
• Worked with large truck fleets, medical professionals, directors & officers, and employment practices accounts.
• Supervised and managed 3 CSRs, 2 clerical interns, and 4 producers.
• Developed a workflow system for handling incoming mail and a procedure manual for Commercial Lines.
• Met with company personnel to review quarterly results and developed disciplinary practices in collaboration with Human Resources.

Commercial Lines
Local Insurance Agency
2002 to 2004

• Processed policy change requests and addressed billing inquiries.
• Quoted new business and renewals.
• Answered general customer questions via phone calls and emails.

New Business Senior Consultant
North American Insurance Agency
1996 – 2002

• Processed new business applications for both automobile and homeowners lines.
• Underwrote and accurately priced individual risks while managing incoming and outgoing phone calls.
• Acted as a Growth Advocate for the Cross-sell initiative, setting goals for team members and providing guidance on achieving them.
• Reported weekly results and incentive ideas to the Unit Supervisor.
• Provided positive and constructive feedback to unit members through daily interactions, remote quality sampling, and side-by-side coaching.
• Performed supervisory backup duties, including managing time/attendance cards, handling phone and interoffice mail, and guiding the unit in the supervisor’s absence.
• Recognized as a respected leader within the department.

CERTIFICATIONS

Active P&C License
CISR Designation

COMPUTER SKILLS

Microsoft Office Suite, AMS 360, EPIC