Commercial Lines Account Manager II

Commercial Lines Account Manager II
East Coast Insurance Broker
August 2023 to Present

Conduct quarterly account management visits with assigned clients to review renewal decisions.
Formulate a plan with the producer to address any issues.
Mentor and train Account Manager I.
Work with producers, and/or Account Executive, to monitor and manage the renewal process for assigned clients.
Coordinate meetings with client and/or producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.

Commercial Lines Internal Account Manager
Global Insurance Brokerage and Consulting Firm
March 2020 to August 2023

Analyzed changes in policy forms and advised the Account Executive/Account Manager.
Checked all documents, including but not limited to policies, endorsements, audits, cancellations, reinstatements, etc., for accuracy.
Prepared proposals, insurance summaries, certificates, evidence of insurance, premium allocations, loss summaries, and more for internal and external clients.
Prepared and conducted training sessions for peers on certain applications and systems that were used on a daily basis.

Commercial Lines Account Manager
Local Insurance Agency
October 2018 to February 2020

Independently managed client relationships and accounts, $2MM+ book of business.
Checked all documents including but not limited to, policies, endorsements, audits, cancellations, reinstatements, etc. for accuracy.
Managed the onboarding process of new clients. Prepared and reviewed client communications and finalized for delivery.
Reviewed, evaluated, rated and marketed commercial accounts in both standard and E&S markets.

Office Manager & Trainer
Local Financial Planner
February 2017 to August 2018

Led and mentored a team of 8 insurance agents, providing training, setting performance goals, and conducting regular performance reviews.
Coordinated with the marketing department to implement promotional campaigns and local events, enhancing brand visibility and lead generation.
Fostered strong relationships with key clients and partners, ensuring high levels of customer satisfaction and retention.
Conducted daily office operations, ensuring efficient workflow and adherence to company policies and procedures.

Commercial Lines Program / Training Manager
Specialist Insurance Brokerage
March 2015 to February 2017

Served as the primary liaison to internal business partners as well as third party vendors on captive insurance programs. Implemented and set up training sessions for internal clients and created training manuals for various systems.
Achieved operational objectives by contributing information and recommendations to/for production, strategic planning and cross training colleagues.
Prepared underwriting/pricing exhibits such as exposures, loss analysis, and experience ratings.
Provide proper control of administration of insurance programs including annual review of cost effectiveness.

Commercial Lines Account Manager
Local Insurance Agency
June 2013 to July 2014

Assumed responsibility in handling more than $500k revenue book of business and successfully added more to the book.
Managed existing and new VIP accounts and relationships.
Underwrote and processed all new and renewal marketing submissions, endorsements, final audits, and claims.
Specialized in customer retention above 92% within the agency each year.

Account Manager
Local Insurance Agency
October 2010 to June 2013

Managed personal lines accounts and small commercial risks (builders risk, rental dwellings, home based businesses and small GL policies).
Initiated first notice of loss and acted as liaison between markets and insured throughout the claim process.
Assisted in peer training of systems, procedures and workflows.
Presented individual proposals, sold and retained 95% of clients in personal and commercial departments.

Account Manager
Global Insurance Broker and Risk Advisor
August 2001 to August 2008

Mentored and trained new employees in products and customer service.
Developed and maintained relationships with both internal and external customers.
Collected and updated customer information to ensure coverage was correct.
Managed the process of claims for personal auto policies and home policies.

Masters in Public Administration
State University

BS in Business Administration
State University

Active P&C License

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