Results-driven Commercial Lines Account Manager with expertise in client services and insurance underwriting. Proven ability to develop customized solutions that enhance customer satisfaction and retention.
Overview
11
11
years of professional experience
Work History
Commercial Lines Account Manager
McCune and Reed Insurance
Ottumwa, IA
02.2022 - 03.2026
Managed commercial lines insurance accounts, ensuring compliance with industry standards and client requirements.
Developed and maintained strong relationships with clients to enhance customer satisfaction and retention.
Analyzed client needs and recommended appropriate insurance solutions for risk management.
Collaborated with underwriters to secure competitive pricing and coverage options for clients.
Insurance Agent
Patra
Ottumwa, IA
12.2021 - 02.2022
Developed comprehensive insurance plans tailored to client needs.
Evaluated and processed claims, ensuring compliance with industry regulations.
Provided expert guidance on policy options, enhancing customer satisfaction.
Collaborated with underwriters to assess risk and determine coverage limits.
Personal and Commercial Lines Agent
Allstate
Ottumwa, IA
10.2014 - 12.2021
Developed customized insurance solutions to meet diverse client needs.
Managed client relationships, ensuring satisfaction and retention through proactive communication.
Analyzed risk profiles to recommend optimal coverage options for commercial clients.
Collaborated with underwriters to streamline policy approval processes and enhance efficiency.