Adelia Gomes
Lynnwood
Summary
Commercial insurance professional with 15+ years of global experience in brokerage, account management, and risk consulting. Skilled in analyzing complex business processes, identifying exposures, negotiating coverage enhancements, and managing multinational client portfolios. My goal is to deliver exceptional client service and strengthening relationships with the external and internal clients.
Overview
15
15
years of professional experience
1
1
Certification
3
3
Languages
Work History
Sr. Account Manager
IMA Financial Group
09.2025 - Current
- Serve as the day to day contact for all client request within the book of business (mid-market accounts)
- Prepare all relevant renewal materials (Premium and Loss Summary, power point presentations, PML, etc.)
- Generate property valuation reports using Corelogic Tool
- Lead client retention efforts and maintain strong, trust-based relationships across diverse commercial accounts.
- Analyze client contracts for insurance implications; negotiate coverage terms and pricing with underwriters.
- Support in winning new business and support the Producer with new client onboarding
- Own negotiations with the carriers in the best interest of clients.
Account Manager
IMA Financial Group
01.2023 - 09.2025
- Performs tailored premium allocations based on each client’s needs.
- Analyze client contracts for insurance implications; negotiate coverage terms and pricing with underwriters.
- Oversee certificate issuance, ensuring accuracy and compliance with policy terms and limitations.
- Resolve coverage and premium discrepancy issues, and Audis on expired policies.
- Create the marketing submission and manage ongoing negotiation with carriers.
- Manage client service deliverables and ensure adherence to internal standards and procedures.
- Review expiring policies, gather renewal data, and collaborate with Marketing on renewal strategy.
- Develop accurate proposals, place coverage, oversee invoicing, and deliver documentation to clients.
- Support account reconciliations and prepare client-requested displays and documentation.
- Communicate proactively with Account Team regarding changes, issues, or carrier concerns.
Sr. Associate Account Manager
Parker, Smith & Feek
01.2022 - 12.2022
- Served as primary client contact, advising on coverage questions and policy impacts to business operations.
- Cultivated strong relationships with new and existing clients, supporting portfolio retention and growth.
- Oversaw certificate issuance and negotiated additional coverage as needed.
- Maintained follow-up systems to ensure timely processing of client requests.
- Managed policy and specification databases to support accurate marketing and renewal workflows.
- Prepared renewal information and collaborated with Marketing and Account Management teams.
- Developed and presented specifications to underwriters; negotiated competitive pricing and coverage breadth.
- Produced commercial insurance proposals, loss recap displays, and premium allocation spreadsheets.
- Requested premium finance quotes and monitored late payments and cancellation notices.
Associate Account Manager
Parker, Smith & Feek
10.2019 - 12.2021
- Managed policy and specification databases to support account operations.
- Processed endorsements, audits, and renewal documentation including Acord forms and extension pages.
- Maintained client schedules and responded promptly to coverage inquiries.
- Prepared invoices and premium allocation spreadsheets for real estate clients.
- Ensured timely and accurate issuance of certificates.
Global Business Account Executive
Aon Holdings
04.2014 - 03.2019
- Managed multinational accounts across small and middle markets, providing risk consulting and brokerage services.
- Strengthened client relationships to ensure portfolio retention and identify new business opportunities.
- Coordinated global insurance programs, aligning international and local operations.
- Delivered recurring reports analyzing losses, exposures, and improvement opportunities.
- Collaborated cross-functionally to enhance account development strategies and client service.
- Supported clients and stakeholders globally, addressing complex coverage inquiries and endorsement requests.
- Conducted coverage comparisons and managed binders, policies, and endorsements.
Insurance Specialist
HDI Seguros S.A.
03.2011 - 04.2014
- Specialized in P&C coverage, supporting brokers and commercial clients.
- Analyzed proposals using historical losses and inspection reports to support underwriting decisions.
- Ensured compliance with policy issuance procedures and market regulations.
- Provided daily documentation and reporting to support operational workflows.
Education
Bachelor of Laws (LL.B.) -
USCS - Universidade Municipal de São Caetano do Sul
Associate in Reinsurance (ARe) - undefined
The Institutes
Associate in Risk Management (ARM) - undefined
The Institutes
Skills
- Property and Casualty Commercial Insurance & Risk Analysis
- Client Relationship Management
- Contract Review & Coverage Negotiation
- Renewal Marketing & Proposal Development
- Policy Issuance & Compliance
- Office 365
- Salesforce
- Licensed in States of WA, CA, AK, OR & ND
Certification
- Associate in Reinsurance (ARe)
- Associate in Risk Management (ARM)
Languages
English
Full Professional
Portuguese
Native or Bilingual
Spanish
Limited Working
Timeline
Sr. Account Manager
IMA Financial Group
09.2025 - Current
Account Manager
IMA Financial Group
01.2023 - 09.2025
Sr. Associate Account Manager
Parker, Smith & Feek
01.2022 - 12.2022
Associate Account Manager
Parker, Smith & Feek
10.2019 - 12.2021
Global Business Account Executive
Aon Holdings
04.2014 - 03.2019
Insurance Specialist
HDI Seguros S.A.
03.2011 - 04.2014
Associate in Reinsurance (ARe) - undefined
The Institutes
Associate in Risk Management (ARM) - undefined
The Institutes
Bachelor of Laws (LL.B.) -
USCS - Universidade Municipal de São Caetano do Sul