Commercial Lines Account Manager

WORK EXPERIENCE 

Commercial Lines Account Manager
Local Insurance Agency – New York
January 2022 to September 2024

• Oversaw commercial lines book of business.
• Worked closely with producer.
• Provided service and built relationships with clients.

Commercial Lines Account Manager
Local Insurance Agency – New Jersey
July 2018 to January 2022

• Managed commercial lines assigned book of business.
• Serviced accounts.
• Certificates issuance.
• Marketing of renewal account.

Client Service Manager – Commercial Lines
Local Insurance Agency – New Jersey
March 2017 to July 2018

• Managed Transporation accounts.
• Marketing renewals and new business.
• Certificates issuance.

Commercial Lines Account Manager
Local Insurance Agency – New Jersey
June 2014 to May 2016

• Managed small to mid-size book accounts for producer.
• Processed all renewals and new business for producer.
• Issued certificates, processed endorsements.
• Rounding out accounts.

Personal Lines Account Manager
Local Insurance Agency – New York
July 2012 to September 2013

• Handled alpha split of book of business.
• Issued new business for outside producers and in house accounts.
• Cross sold, rounding out accounts.
• Reviewed expiration lists.
• Processed endorsements.

Personal Lines Account Manager
Local Insurance Agency – New Jersey
August 2010 to February 2012

• Handled agency book of business.
• Quoted new business referral basis, internet leads, walk in business.
• Endorsement processing, claims submission, premium payments processed.
• Reviewed renewal list, cross sell, rounding out.
• Notary Public.

Personal Lines Customer Service Representative
Local Insurance Agency – New Jersey
April 2004 to August 2010

• Received premium payments.
• Followed up on cancellation notices, recommendations.
• Processed endorsements.
• Handled phone calls.

CERTIFICATIONS

Active P&C License