Commercial Account Manager
WORK EXPERIENCE
Commercial Account Manager
Financial Services Company – Connecticut
May 2023 to Present
- Manage risk-management focused clients’ risk and make insurance recommendations, while networking, prospecting, and developing new business sales.
Customer Service Specialist
Waste Management Agency – Connecticut
September 2022 to May 2023
- Facilitated successful sales and customer service through universal waste recycling quoting, service requests, and purchase orders, while growing a lead generating pipeline through sales development.
Recruiting Consultant
Healthcare Staffing Company – Connecticut
June 2022 to August 2022
- Built a database pipeline of over 50 healthcare providers for full-time, part-time, and potential future interest.
Risk Manager
Property Management Company – Connecticut
October 2020 to January 2022
- Lead an insurance department in developing a large property insurance portfolio of over 10,000 units, built out the risk management program including a risk register, and created protocols for the COVID-19 Pandemic.
Large Commercial Account Manager
Local Insurance Agency – Connecticut
December 2018 to October 2020
- Preserved +90% of an insurance book of accounts amounting to +$1M in revenue from high transactional construction insurance captives and real estate companies.
Commercial Account Manager
Local Insurance Agency – Connecticut
October 2015 to December 2018
- Oversaw a book of accounts amounting to $375,000 in revenue with clients in construction, not-for-profit, engineering/architecture, and food manufacturing industries.
EDUCATION
Bachelor of Business Administration – Accounting
State University
CERTIFICATIONS
Active P&C License
COMPUTER SKILLS
Microsoft Suite, AMS 360, EPIC, Salesforce