Accomplished Senior Account Executive with 24 years in Insurance. Committed with demonstrated success in retention, customer relations and prospecting. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Sr. Account Executive
Highpoint Insurance Group, LLC
11.2018 - Current
Increased account retention by building strong relationships with clients and addressing their needs promptly.
Developed new business opportunities for company growth through effective networking and client presentations.
Collaborated with cross-functional teams to ensure timely delivery of products and services, resulting in high customer satisfaction.
Negotiated contracts that maximized profit margins while maintaining competitive pricing for clients.
Mentored junior account executives, fostering positive work environment and encouraging professional growth.
Conducted regular client reviews to assess performance metrics, identifying areas for improvement and implementing necessary changes.
Established long-lasting partnerships with key industry influencers, generating increased brand awareness and credibility.
Delivered tailored solutions based on individual client needs by thoroughly understanding their business objectives and pain points.
Maintained comprehensive knowledge of market trends, industry news, and competitor offerings, ensuring informed decision-making and strategic planning.
Contributed to annual revenue goals by selling new services and developing new accounts.
Managed complex accounts load of over 35+ clients - premiums ranging over $20 million in construction, trucking and industrial spaces primarily.
Marketing Manager
Pathfinder Insurance LLC
08.2017 - 10.2018
Increased brand awareness by developing and implementing strategic marketing campaigns.
Boosted sales performance through creation of engaging promotional materials and targeted advertising strategies.
Analyzed market trends to identify new opportunities, adjusting marketing plans accordingly for maximum effectiveness.
Collaborated with sales team to identify growth opportunities and develop tailored marketing initiatives that resulted in increased revenue.
Established strong relationships with key industry partners, resulting in mutually beneficial collaborations and co-marketing efforts.
Senior Client Service Executive
Automatic Data Processing, Inc, ADP
07.2013 - 08.2017
Enhanced client satisfaction by delivering tailored solutions and providing exceptional customer service.
Streamlined communication processes for improved client interactions, resulting in increased retention rates.
Developed and maintained strong relationships with key clients, ensuring long-term business partnerships.
Collaborated with cross-functional teams to address client needs promptly and efficiently.
Drove revenue growth by identifying upselling opportunities and presenting additional services to clients.
Managed diverse portfolio of 75 accounts, maintaining high level of organization and prioritizing tasks effectively.
Spearheaded efforts to improve internal workflows and procedures through innovative thinking and problem-solving abilities.
Developed reputation as trusted advisor by consistently offering sound advice based on thorough analysis of each client's unique situation.
Underwriter
Travelers Insurance Companies
05.2008 - 07.2013
Improved risk assessment accuracy by conducting thorough reviews of loan applications and financial documents.
Enhanced underwriting efficiency with implementation of automated system for managing application data.
Reduced company losses by identifying potential risks and recommending appropriate mitigating measures.
Developed strong relationships with brokers, leading to higher volume of quality submissions and successful underwriting.
Achieved faster turnaround times in application processing by optimizing workflows within underwriting department.
Provided excellent customer service by addressing inquiries promptly and offering comprehensive explanations of underwriting decisions.
Responsible for annual goal of $25 million in written premium - mostly within Workers' Compensation lines as partnered with ADP Payroll services, managing teams from West to East Coast, exposed to over 2,800 agents.
Education
Bachelor of Arts - Marketing
Colorado Technical University
Colorado Springs, CO
12.2012
Skills
Key Account Management
Strategic Planning
Issue Resolution
Client Relationship Management
Creative Thinking
Staff Management
Business development and planning
Revenue Generation
Professionalism
Adaptability
Certification
Associate in Underwriting Certification - Insurance Institute of America
Associate in Regulatory Compliance - Insurance Institute of America
Associate in Premium Audit - Insurance Institute of America
Associate in Insurance Services - Insurance Institute of America
SHRM-PMQ - Society of Human Resources Management
Timeline
Sr. Account Executive
Highpoint Insurance Group, LLC
11.2018 - Current
Marketing Manager
Pathfinder Insurance LLC
08.2017 - 10.2018
Senior Client Service Executive
Automatic Data Processing, Inc, ADP
07.2013 - 08.2017
Underwriter
Travelers Insurance Companies
05.2008 - 07.2013
Bachelor of Arts - Marketing
Colorado Technical University
Associate in Underwriting Certification - Insurance Institute of America
Associate in Regulatory Compliance - Insurance Institute of America
Associate in Premium Audit - Insurance Institute of America
Associate in Insurance Services - Insurance Institute of America
SHRM-PMQ - Society of Human Resources Management
Similar Profiles
Kathy Ann BokerKathy Ann Boker
365 Sr. Specialist, Coordinator at Highpoint Insurance Group LLC365 Sr. Specialist, Coordinator at Highpoint Insurance Group LLC