Commercial Account Manager Lead

Commercial Account Manager Lead
Local Insurance Agency – Illinois
January 2021 to February 2024

Proficient in all lines of coverage, including Property, Liability, Auto, Umbrella, Workers Compensation, Cyber, D&O, and Professional Liability.
Provided complex servicing, including extensive renewal preparation, marketing, and proposal preparation for multiple industries.
Successfully managed a book of approximately 500 policies totaling $5 million in written premium for small to large commercial accounts.
Supported all client servicing tasks for the general commercial lines department, including certificates, claim reporting, marketing, online rating, policy changes, proposal preparation, and renewal retention.

Senior Commercial Account Manager
Local Insurance Agency – Illinois
January 2017 to December 2021

Mentored new team members as part of onboarding training and as needed.
Was part of a specialized team selected to win back and service over $4 million in agency revenue and $22 million in written premium for large senior living accounts.
Was proficient in all lines of coverage, including Property, Liability, Auto, Umbrella, Workers Compensation, Cyber, D&O, and Professional Liability.
Provided complex servicing, including extensive renewal preparation, marketing, and proposal preparation for the senior living unit.
Eliminated a backlog by manually processing over 200 workers’ compensation audits for senior living accounts.
Successfully managed a book of approximately 664 policies totaling $3.9 million in written premium for small to large commercial accounts.
Supported all client servicing tasks for the general commercial lines department, including certificates, claim reporting, marketing, online rating, policy changes, proposal preparation, and renewal retention.
Participated in team building as the grill master for all company events.

Commercial Client Service Manager
International Insurance Agency – Illinois
January 2014 to December 2017

Increased department revenue through cross-selling to the existing client base and client referrals.
Mentored both existing and new team members.
Was responsible for client retention and relationship development for a book of approximately 418 policies totaling $1.9 million in written premium for small to middle-market commercial accounts.
Servicing tasks included certificates, marketing and pricing negotiations, policy changes, proposal preparation, and client renewal retention.

Employee Benefits Account Manager
Global Consulting Firm – Illinois
January 2013 to December 2014

Provided support to producers for the client application and enrollment process for employee benefits.
Performed quality control checks for all documentation and enrollment materials supporting over 150 health insurance agents.
Verified license certificates.

Account Executive
Global Insurance Agency – Illinois
January 2007 to December 2013

W/as responsible for analyzing financial risk, developing pricing proposals, and making recommendations to underwriters for approximately 2,500 accounts, totaling $75,000,000 in financed premiums.
Successfully achieved all monthly budget targets and revenue goals.
Verified collateral and risk exposures with all major carriers for commercial policies.

Active P&C License

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