Beth McPherson
Summary
Resourceful Account Manager with excellent client oversight, issue resolution and relationship-building skills. I maximized business retention with strong communication and interpersonal skills and providing superior customer service. I focus on building customer relationships by understanding my customer's needs. Organized and dependable candidate who's successful at managing multiple priorities with a positive attitude and willingness to take on added responsibilities to meet team goals.
Overview
37
37
years of professional experience
Work History
Account Manager
The Glienke Agency
West Des Moines Iowa
08.2011 - Current
- Manages communication written and verbal from clients, underwriters & co-workers
- Completes renewal reviews, sets up the online application system for upcoming renewals
- Educate clients on new products or services to increase customer engagement
- Negotiate pricing for products and freights to reduce cost of acquisition by achieving lower price.
- Sends out submissions, reviews quotes, negotiate pricing issues and completes Proposals
- Provide suggestions for coverage enhancements
- Invoices and manages accounts through EPIC
- Claims reporting and managing as needed.
- Build and maintained strong client relationships.
- Developed and delivered presentations to key customers to position products and services..
- Trained co-workers to optimize service delivery in alignment with individual needs to boost customer satisfaction.
- Gained customer trust and confidence by demonstrating a consistent, persuasive and professional demeanor.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
Account Manager -NE/SE Region -Subway Franchise
Marsh & McLennan
Urbandale, IA
09.2010 - 08.2011
- Evaluated client needs and developed tailored solutions to increase positive customer ratings.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Contributed to team objectives in fast-paced environment.
Middle Market Account Manager
Holmes Murphy & Associates
West Des Moines
01.2005 - 07.2011
- Built strong relationships with customers through positive attitude and attentive response.
- Provides service to account executives, clients, underwriters, and fellow employees
- Keep records of Marketing Results and Underwriting Contacts
- Initiate & manage renewals based on the Agency's guidelines and service timeline
- Sends out marketing submissions, review quotes, and prepare proposals, & completes binding orders
- Provide suggestions for coverage enhancements
- Supervised team members to confirm compliance with set procedures and quality requirements
- Established open and professional relationships with team members to achieve quick resolutions for various issues.
Account Manager/MAG Underwriter
Jester Insurance Services, Inc
Des Moines, IA
09.1986 - 01.2005
- Providing service to commercial lines customers and brokers
- Make submissions, pricing negotiations, review quotes, and prepare proposals
- Issued binders, order policies and endorsements
- Check new/renewal policies, endorsements, and audits for accuracy
- Handle incoming requests from clients, underwriters, sub-agents, mortgages, loss payees & certificate holders
- As the MGA Underwriter of Physician Malpractice Program, I was responsible for receiving, reviewing, quoting and issuing both new and renewal policies. My authority was Groups of 10 or less and limits up to $2,000,000
- Groups over 10 were underwritten, rated and referred to Carrier's Underwriter for approval.
- This involved sending a monthly bordereau report. With an annual in person audit of my files
- Developed and implemented strategies to increase client retention.
Education
College Credit Courses - Computer Courses Word & Excel And Photography
Des Moines Area Community College
Ankeny, IAProfessional Designation - The Certified Professional Ins. Agent (CPIA)
National Alliance
Professional Designation -
The National Alliance
Skills
- Verbal and Written Communication
- Time Management
- Customer Relationship Management
- Prioritizing Workflows
- Acquisition and Retention Strategies
- Checking Quotes & Policies
- Employee Mentoring
- Applied EPIC Insurance Solutions
- Indio Insurance Technology
- Applied Systems - Tam
- Microsoft Word and Excel
- Microsoft Outlook
Timeline
Account Manager
The Glienke Agency
08.2011 - Current
Account Manager -NE/SE Region -Subway Franchise
Marsh & McLennan
09.2010 - 08.2011
Middle Market Account Manager
Holmes Murphy & Associates
01.2005 - 07.2011
Account Manager/MAG Underwriter
Jester Insurance Services, Inc
09.1986 - 01.2005
College Credit Courses - Computer Courses Word & Excel And Photography
Des Moines Area Community College
Professional Designation - The Certified Professional Ins. Agent (CPIA)
National Alliance
Professional Designation -
The National Alliance