Brenda Matthews
Account management
Cibolo,TX
Summary
Dynamic professional with over 20 years of experience in commercial insurance, demonstrating a strong commitment to teamwork and effective decision-making. Highly responsive to customer needs, ensuring satisfaction and fostering long-term relationships. Proven ability to work independently while maintaining a proactive approach to problem-solving and project management. A results-driven mindset, combined with extensive industry knowledge, positions well for driving success in fast-paced environments.
Overview
2024
2024
years of professional experience
1
1
Certification
Work History
Account Manager Associate
Hub International – Transportation
06.2021 - 01.2024
- Establish and maintain relationships with insureds and underwriters. Handle all client account and coverage inquiries with timely and effective communication
- Obtain quotes for new business and/or addition to existing policies through on-line systems and communication with underwriters
- Maintain, service, and grow book of Trucking & Towing clients
- Invoice accounts; run MVRs; do statutory filings; issue COIs; file claims; process policy change requests, endorsements, cancellations, and reinstatements
- Manage processing of all premium financing in accurate and timely manner
Commercial Account Manager- Private Client Service
Marsh & McLennan
05.2014 - 01.2018
- Manage and service $2.8M book of diverse variety of commercial and private client business with accounts up to 1M in premium
- Establish and maintain productive client and underwriter relationships through timely and effective written and verbal communication and service of accounts
- Obtain quotes for new business and additions to existing policies using on-line systems and carrier relationships and present proposals to clients and prospects
- Explain and bind coverage, process collateral agreements, process policy changes, endorsements and cancellations
- Ensure accuracy and completeness of policies and binders, policy management systems, files and invoicing
- Ensure regulatory compliance by providing lenders and other entities any contractually required documentation including statutory filings, proof of insurance certificates, evidence of property for Mortgagees or Loss Payees
- File claims
Commercial Account Manager
Insurance One Agency LC
2005 - 2014
- Handle $1.2M book of commercial business
- Handles full-cycle account service and management in support of producer resulting in their success as Top Producer for 4 years
Policy Change CSR
Hartford Insurance
01.2002 - 01.2005
- Process endorsement requests, quotes, MVRs, COIs and Auto ID cards
- Review renewals for gaps in coverage
- Handle client inquiries
Education
BBA - Business Management
Strayer University
12-2027
Skills
- Proficient with carrier quoting and rating systems, AMS 360, Sagitta, EPIC, Applied, Velocity, CSR 24 and Nexsure
- Customer relationships
- Relationship building and management
- Goals and performance
- Documentation and reporting
- Client rapport
- Account servicing
- Account servicing skills
- Client meetings
- Data-driven decision making
- Systems and software expertise
- Management collaboration
- Account management
Certification
- ACSR Designation – Accredited Customer Service Representative, Commercial Lines
- Texas General Lines Property & Casualty License 2007- 2019
Timeline
Account Manager Associate
Hub International – Transportation
06.2021 - 01.2024
Commercial Account Manager- Private Client Service
Marsh & McLennan
05.2014 - 01.2018
Policy Change CSR
Hartford Insurance
01.2002 - 01.2005
Commercial Account Manager
Insurance One Agency LC
2005 - 2014
BBA - Business Management
Strayer University
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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