Highly qualified Insurance Intermediary with 5+ years of experience in the industry with strong initiative, detail-orientation, and time management skills. Seeking a position in a fast-paced and challenging environment; offering proven customer service skills and the ability to execute all tasks with high level of accuracy, discretion, and professionalism.
Overview
12
12
years of professional experience
Work History
Commercial Lines Account Manager
Insurance Associates of America
01.2025 - 09.2025
Managed comprehensive commercial insurance portfolios, ensuring client needs met with tailored coverage solutions.
Developed and maintained strong client relationships through proactive communication and personalized service strategies.
Analyzed risk assessments to recommend appropriate insurance products for diverse business sectors.
Collaborated with underwriters to negotiate policy terms and secure optimal coverage for clients.
Conducted regular policy reviews to identify opportunities for enhancements or adjustments based on evolving client needs.
Negotiated competitive insurance rates with carriers, maximizing value for clients.
Improved account retention rates with exceptional customer service skills and prompt issue resolution.
Commercial Lines Account Manager
Winona Agency
02.2022 - 08.2024
Handled and maintained a commercial lines book of business of 40 accounts, specializing in the Construction and Non-Profit verticals
Held weekly high-level meetings with a team of 5 Risk Advisors to advise on the status of renewals and marketing efforts
Negotiated with underwriters to secure favorable terms and available credits resulting in client satisfaction for their renewals
Developed and maintained relationships with clients to ensure customer satisfaction
Consistent review of commercial insurance contracts and policies
Monitored and analyze changes in the insurance industry to ensure compliance with regulations
Licensed Insurance Producer
Vickie Bushnell State Farm Insurance Agency
04.2016 - 02.2022
Offered policy guidance and management to promote asset protection with the focus geared towards personal lines insurance.
Recent advances to acquire knowledge and complete training to better service current commercial lines clients.
Ability to accurately complete Certificates of Insurance; including knowledge regarding Waiver of Subrogation and Additional Insured’s.
Engaged customers and provided high level of service by carefully explaining details about their existing and new policies.
Strictly adhered to confidentiality protocol regarding client information and documents.
Followed up with customers to check on changing needs and to propose new offerings.
Provided leadership and training for new team members regarding industry best practices and company policies.
Maintained pleasant and cordial attitude, remaining calm when issues arose.
Communicated with clients by phone, video call or email to answer questions and offer services.
Hotel Front Desk Receptionist
Hampton Inn By Hilton
06.2013 - 04.2015
Welcomed patrons to front desk and engaged in friendly conversations while conducting check-in process.
Mentored new employees, demonstrating best methods for servicing clients and guests.
Maintained impeccable office organization to support efficiency, professionalism, and performance objectives.
Education
State of Wisconsin Licensed Insurance Producer - Personal Lines Auto & Fire, Health, & Life
Kaplan Financial Education
04.2016
High School Diploma - undefined
Westosha Central High School
Salem, Wisconsin
06.2009
Skills
Service-Oriented
Multitasking and Time Management
CRM and Office Management Software
Works Well in Both a Team and Independent Setting
Advanced MS Office Suite Knowledge
Strong Organizational Skills
Timeline
Commercial Lines Account Manager
Insurance Associates of America
01.2025 - 09.2025
Commercial Lines Account Manager
Winona Agency
02.2022 - 08.2024
Licensed Insurance Producer
Vickie Bushnell State Farm Insurance Agency
04.2016 - 02.2022
Hotel Front Desk Receptionist
Hampton Inn By Hilton
06.2013 - 04.2015
High School Diploma - undefined
Westosha Central High School
State of Wisconsin Licensed Insurance Producer - Personal Lines Auto & Fire, Health, & Life
Senior Associate (AVP): Operational Risk at The Teachers Insurance and Annuity Association of AmericaSenior Associate (AVP): Operational Risk at The Teachers Insurance and Annuity Association of America