Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Andrew Nelson

Ocala

Summary

Results-driven Senior Account Executive with over 16 total years of experience in the commercial insurance industry, specializing in client relationship management, risk assessment, and customized insurance solutions for diverse businesses. Proven track record in delivering tailored insurance programs that balance client needs with business objectives, resulting in high client satisfaction and retention rates. Expert in negotiating terms, managing complex accounts, and working collaboratively with underwriting, claims, and compliance teams to achieve optimal outcomes. Known for strong analytical and problem-solving abilities, exceptional communication skills, and a commitment to providing superior service. Skilled in identifying growth opportunities, maintaining regulatory compliance, and driving revenue through new business development. Seeking to leverage expertise in a senior account executive role to contribute to company growth and client success.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Senior Account Executive

CRC Group
10.2016 - 04.2025
  • Met with agents to share product and service information, listen to needs and learn about business operations.
  • Prepared documentation, finalized sales and maintained records.
  • Networked at events and prospected for new re with diverse strategies.
  • Negotiated prices, terms of sales and service agreements.
  • Contributed to team objectives in fast-paced environment.
  • Provide customer service, assisting clients with policy inquiries, adjustments, and claims support.

Underwriting Assistant

Southern Cross Underwriters, Boca Raton
04.2008 - 10.2016
  • Consistently exceeded performance targets through diligent risk evaluation and strategic policy adjustments.
  • Supported underwriters by managing documentation, processing policy applications, and handling client inquiries.
  • Developed strong customer service skills by addressing client concerns, providing policy details, and guiding customers through claim procedures.
  • Assisted in maintaining compliance with state regulations and company policies.
  • Trained and delivered feedback to underwriting team by coaching subordinates on underwriting policies and decisions.
  • Responded to customer requests via telephone and email and effectively answered questions and inquiries.
  • Copied, logged and scanned supporting documentation and placed all information in client files.
  • Opened and properly distributed incoming mail to promote quicker response to client inquiries.
  • Proofread and edited documents for accuracy and grammar.

Education

Associate of Science - Business Management

Florida Metropolitan University
Fort Lauderdale, FL

Skills

  • Sales target monitoring
  • Product and service expertise
  • Deal negotiation
  • Negotiation to secure favorable terms and pricing from insurers while balancing client needs
  • Proficiency in analyzing risk data and claims history
  • Skills in managing multiple client accounts

Certification

  • Licensed 220 Commercial Property and GL Agent

Timeline

Senior Account Executive

CRC Group
10.2016 - 04.2025

Underwriting Assistant

Southern Cross Underwriters, Boca Raton
04.2008 - 10.2016

Associate of Science - Business Management

Florida Metropolitan University

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