Account Manager I, Commercial Lines

WORK EXPERIENCE

Small Business Account Manager I, Commercial Lines
Local Insurance Agency – Massachusetts
March 2023 to Present

• Work on the small business accounts team in the commercial lines department.
• Focus on the renewal process for my Book of Business.
• Daily review of the policies about 90-120 days ahead of expiring date.
• Obtain updated information from clients.
• Work with brokers/carriers for competitive quotes.
• Follow up on audit requests and file management.
• Provide assistance with unassigned accounts listed in our open Book of Business.
• File policy change inquiries, initial claim intake calls, certificate of insurance requirements, and other policy paperwork for clients.
• Act as the first line of communication with clients for any policy/non-claim related questions.
• Handle accounts with premiums that vary $5k-$15k.

Assistant Account Manager, Commercial Lines
Local Insurance Agency – Massachusetts
June 2021 to August 2022

• Worked on the renewals team alongside the account managers.
• Daily review of the renewal policies and gathered renewal information from clients.
• Communicated with underwriters/carriers.
• Provided assistance to the account managers & producers upon requests.
• Prepared renewal paperwork for clients.
• First line of communication with clients for any questions.

Assistant Account Manager, Commercial Lines
Local Insurance Agency – Massachusetts
June 2019 to June 2021

• Provided assistance to the account managers for the department on renewal policies, new market inquiries, cancellation notices, and registry requests.
• Kept updated information for the registry as I prepared paperwork and handled questions from clients.
• Served as back up coverage for certificates of insurance/evidence of property requests and front desk coverage.

Patience Access Coordinator
Local Hospital – Massachusetts
December 2017 to March 2019

• Worked primarily in the Emergency Room directing all incoming & outgoing phone calls at the registration desk.
• Checked in patients in the ER and Triage area upon arrival.
• Tracked supplies needed for the registration desk.
• Maintained strict confidentiality according to the HIPPA guidelines.

Office Assistant
Local Law Firm – Massachusetts
September 2015 to June 2019

• Worked alongside the Paralegals drafting correspondence and medical requests letters.
• Managed a petty cash account for the office, made bank deposits, kept track of office supplies.
• Received and sorted incoming mail for the office as well as prepared outgoing mail.
• Maintained strict confidentiality regarding client cases and HIPPA guidelines.

Customer Service Representative
Copy Center at Local University – Massachusetts
May 2015 to July 2015

• Handled all shipping & pick up orders, reviewed billing invoices, monitored notifications on pending orders.
• Managed cash/credit card transactions, processed incoming/outgoing packages.
• Provided assistance to the supervisor on special end-of-year projects.

Hostess / Front of House Staff
Restaurant Group – Massachusetts
October 2012 to November 2015

• Worked at two sister restaurants as the Hostess.
• Responsible for booking and managing reservations, take pick up orders for guests via phone.
• Managed the coat room and assigned servers’ sections prior to each shift.
• Directed all incoming/outgoing calls throughout the restaurant for management, sorted incoming mail, and provided directions to MBTA, nearby hotels, valet.

EDUCATION

GED, 2010

CERTIFICATIONS

Active P&C License