Carole Turner
Farmingdale,NY
Summary
Experienced Account Manager offering 22 years providing superior customer service to commercial clients, carriers and sales team. Managed workflow in fast-paced environment to provide efficient, timely and accurate processing of transactions. Interacted effectively, utilizing good communication skills, cooperating purposefully and providing guidance to achieve business goals of agency.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Commercial Lines Account Manager
Brown & Brown of Garden City Inc.
10.2005 - 10.2024
- Managed large commercial accounts portfolio up to $3,000,000+ in premium. Mix of commercial real estate, social services, manufacturers and contractors. Lines of business include Property & Casualty, Automobile, Workers Compensation, Ocean Marine & Financial Products.
- Coordinated renewal process with Producer including review loss history, prepare loss summaries, obtain updated renewal information, handle applications, marketing, negotiate pricing and prepare proposals & binders.
- Maintained up-to-date knowledge of industry regulations, staying ahead of potential impacts on client policies.
- Conducted comprehensive policy reviews to identify errors and gaps in coverage and recommend appropriate adjustments.
- Processed endorsements, invoices, finance agreements, audits, certificates of insurance, premium allocations, summaries of insurance & responded to coverage questions.
- Collaborated with underwriters to ensure accurate policy issuance and appropriate coverage levels.
- Oversaw the completion of administrative tasks including certificates of insurance, auto ID cards and processing policies/endorsements.
- Reviewed & documented internal compliance & client disclosure requirements.
- Supported marketing and sales teams as needed.
- Reviewed contract and certificate requirements.
- Participated in internal meetings and client visits as needed.
Personal Lines Customer Service Representative
Motorcycle Services LLC
08.2002 - 10.2005
- Quoted, bound & serviced motorcycle insurance policies.
- Invoiced new & renewal business.
- Issued policies & automobile ID cards.
Education
Associates Degree - Liberal Arts
Nassau Community College
Garden City, NYSkills
- Client relations
- Teamwork and collaboration
- Problem-solving
- Time management
- Detail oriented
- Multitasking
- Excellent communication
- Organizational skills
- IT Skills - Applied/TAM, AMS360, ImageRight, Word, Excel, Outlook & various carrier websites
Certification
- Licensed Property & Casualty Insurance Broker - NY Department of Insurance
Timeline
Commercial Lines Account Manager
Brown & Brown of Garden City Inc.
10.2005 - 10.2024
Personal Lines Customer Service Representative
Motorcycle Services LLC
08.2002 - 10.2005
Associates Degree - Liberal Arts
Nassau Community College
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