Caeleigh Myrvik
Grand Forks
Summary
Professional with experience in managing commercial accounts and driving business growth. Expertise in client relationship management, strategic planning, and analysis of insurance needs. Strong focus on team collaboration and achieving measurable results. Known for adaptability and reliability in meeting evolving business needs. Excellent in time management and task completion.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Commercial Account Manager
Bell Insurance
03.2024 - Current
- Managed client accounts, ensuring timely communication and service delivery.
- Developed and maintained strong relationships with commercial clients to enhance satisfaction.
- Analyzed client needs to recommend appropriate insurance products and services.
- Collaborated with underwriting team to streamline policy issuance and renewals.
- Assisted in preparing proposals and presentations for potential clients.
- Resolved client inquiries effectively, improving overall customer experience.
- Prepared orders and issued binders, proofs of insurance and endorsements for delivery to clients.
- Marketed existing accounts to ensure the best coverage and premium for the client.
Marketing Account Manager
Vaaler Insurance, a Marsh & McLennan Agency Inc
06.2019 - 03.2024
- Facilitated communication between clients and underwriters to streamline policy issuance processes.
- Analyzed risk assessments to recommend appropriate insurance products for commercial clients.
- Conducted regular reviews of client accounts to identify renewal opportunities and potential gaps in coverage.
- Collaborated with underwriters to negotiate competitive rates for clients, ensuring optimal coverage at the best price.
- Streamlined policy renewal processes for increased efficiency and reduced client wait times.
- Reviewed client contracts to ensure proper insurance was met and issued Certificates of Insurance to satisfy contracts.
- Marketed both small and middle market accounts to ensure client was receiving the best coverage at the best premium.
- Quoted and issued individual life insurance and disability insurance policies.
Financial Advisor
Northwestern Mutual
08.2018 - 06.2019
- Developed personalized financial plans for clients to meet their long-term goals.
- Established and maintained strong client relationships through regular communication and follow-ups.
- Educated clients on various insurance products, retirement planning, and wealth management strategies.
Education
Bachelor of Business Management - Managerial Finance & Accounting
University of North Dakota
Grand Forks, ND12-2017
Skills
- Client relationship building
- Industry regulations
- Decision-making capacity
- Policy analysis proficiency
- Records management
- Proficient in Applied Epic
- Quote development
- Teamwork and collaboration
- Time management
- Multitasking
- Proficient in Microsoft Products
Certification
- AINS - Associate in Insurance
- AU - Associate in Commercial Underwriting
Timeline
Commercial Account Manager
Bell Insurance
03.2024 - Current
Marketing Account Manager
Vaaler Insurance, a Marsh & McLennan Agency Inc
06.2019 - 03.2024
Financial Advisor
Northwestern Mutual
08.2018 - 06.2019
Bachelor of Business Management - Managerial Finance & Accounting
University of North Dakota