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
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
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
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
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
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