Summary
Overview
Work History
Education
Skills
Timeline
SeniorSoftwareEngineer
Renee Pladera

Renee Pladera

Midwest City

Summary

Driven and detail-oriented Account Executive with a proven ability to cultivate strong client relationships, drive successful sales campaigns, and effectively lead teams of account managers. Adept at financial analysis, providing exceptional customer service, and resolving complex problems. Experienced in coordinating cross-functional activities to achieve strategic objectives.

Overview

20
20
years of professional experience

Work History

Account Executive

McGowan Insurance Group Inc.
04.2024 - Current
  • Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
  • Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
  • Established long-lasting relationships with key decision-makers within client organizations, solidifying the company''s reputation as a trusted partner in their respective industries.

Client Service Executive

Gallagher
12.2017 - 04.2024
  • Built a reputation as a trusted advisor to clients by consistently providing insightful analysis and actionable recommendations.
  • Demonstrated excellent problem-solving skills in handling challenging situations that arose in client engagements.
  • Collaborated with internal teams to deliver customized solutions for clients'' unique needs.
  • Organized regular team meetings which led to improved collaboration among team members towards achieving common goals.
  • Identified business challenges and presented solutions to challenges.
  • Oversaw the onboarding process for new clients, guaranteeing a seamless transition into our services.

Account Manager

Blue River Underwriters
06.2016 - 11.2017
  • Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
  • Leveraged CRM tools to maintain accurate records of client interactions and transactions.
  • Developed targeted presentations for key accounts, effectively communicating value proposition and securing commitments.
  • Streamlined account management processes, reducing response times and improving client service quality.

Insurance Agent

Allstate Insurance - Mauka Insurance
03.2015 - 03.2016
  • Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs
  • Engaged customers and provided high level of service by carefully explaining details about documents
  • Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements
  • Processed payments received from clients promptly according to established procedures

Commercial Lines Rater

First Insurance Company
04.2012 - 10.2014
  • Improved underwriting decisions by providing accurate and timely rating information to the team.
  • Utilized advanced software tools proficiently, enabling efficient handling of complex rating calculations for diverse commercial line products.
  • Increased policy accuracy by thoroughly reviewing and analyzing commercial lines insurance documents.
  • Supported underwriters in risk assessment and decision-making processes with precise policy ratings.
  • Continuously updated personal knowledge base via seminars, workshops, and industry publications to stay ahead of emerging trends and best practices.
  • Reconciled eligibility discrepancies, analyzed transactional data and submitted retroactive eligibility changes.

CSR

National Interstate Insurance
10.2011 - 03.2012
  • Assist commercial underwriters by performing clerical, processing, and pre-underwriting activities for all new, renewal, and endorsement business
  • Screening and routing all incoming correspondences
  • Processing renewals, cancellations, reinstatements, and other transactions within authority level
  • Correspond with agents via the telephone and written communication

Underwriting Assistant

Summit Insurance Service
08.2004 - 11.2008
  • Assisted in the negotiation of policy terms and conditions, demonstrating strong analytical skills and attention to detail.
  • Ensured compliance with all regulatory requirements through diligent record-keeping and strict adherence to company policies.
  • Reviewed policy documents for completeness and accuracy before submission, minimizing the need for revisions or cancellations due to errors.
  • Prepared comprehensive reports on underwriting activities for management review, highlighting areas of success and opportunities for improvement.
  • Reviewed credit reports, financial statements and transactions to verify accuracy and completeness.
  • Supported underwriters with thorough research and documentation, enabling informed decisions on coverage limits and premium pricing.
  • Participated in ongoing professional development opportunities, staying current on industry trends and best practices for underwriting assistants.

Education

No Degree -

International Air Academy
Ontario, CA

No Degree - Small Business Commercial Service

Hartford Insurance

Skills

  • Client relationship building
  • Account management
  • Relationship building and management
  • New business opportunities
  • CRM software expertise
  • Sales quota achievement
  • Sales expertise
  • Strategic selling
  • Account oversight
  • Managing client relationships
  • Business growth opportunities

Timeline

Account Executive

McGowan Insurance Group Inc.
04.2024 - Current

Client Service Executive

Gallagher
12.2017 - 04.2024

Account Manager

Blue River Underwriters
06.2016 - 11.2017

Insurance Agent

Allstate Insurance - Mauka Insurance
03.2015 - 03.2016

Commercial Lines Rater

First Insurance Company
04.2012 - 10.2014

CSR

National Interstate Insurance
10.2011 - 03.2012

Underwriting Assistant

Summit Insurance Service
08.2004 - 11.2008

No Degree -

International Air Academy

No Degree - Small Business Commercial Service

Hartford Insurance

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Renee Pladera