Carolyn Davis
Dunwoody,Ga
Summary
Dynamic Account Manager offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with robust background in customer relationship management.
Overview
26
26
years of professional experience
Work History
Account Manager
EPIC INSURANCE BROKERS and CONSULTANTS
04.2023 - Current
- First point of contact for a select number of large, sophisticated clients, which includes research analysis, coverages, contractual issues, strategic risk management program development & implementation.
- Analyzes relevant client data renewal information and obtaining proposals, strategizes with clients makes recommendations regarding coverage and exclusions; and negotiates premium and commission rates.
- Review the structure of client’s risk management program to enhance coverage, and minimize risk and overall cost of risk.
- Provides marketing and new business development support to producers, including preparing presentations and proposals, and participating in meetings.
- Conducts marketing and new business development for assigned book of business.
- Managing day to day account transactions including entity acquisitions, property acquisitions, exposure changes, contract reviews, coverage analysis and program recommendations with intensive client interaction.
- Delegate office administrative work to appropriate staff and oversee tasks.
- Managing the account life cycle: pre-renewal, renewal, post-renewal, stewardship and visiting client.
- Proactively addressing client issues, and immediately addressing matters impacting customer satisfaction as they arise.
- Managing and growing underwriter relationships.
- Submission of renewal business to various markets and maintaining a productive relationship with insurance company underwriters and staff.
- Effectively managing preparation and production of all elements of presentations for client meetings and properly representing the company, attending client meetings, addressing client questions, and identifying next steps as appropriate.
- Presenting quotes to clients including recommendations for enhancing the insurance and risk management program.
Client Processing Specialist II
FM GLOBAL
01.2020 - 04.2023
- Delivering quality products and professional service to both internal and external clients as part of the Processing team.
- Construct insurance policy contracts and invoices in accordance with negotiated terms and conditions, and territory requirements. capturing limits of liability, sub-limits, terms, and conditions.
- Coordinate with Account Management quotes and in compliance with underwriting statutory requirements
- Creating property insurance policies and invoices in compliance with corporate and local requirements
- Validating and reconciling client data and financial information necessary to process new/prospect accounts, renewal business, endorsements, and cancellations in various systems
- Collecting, review, and processing of prospect/client locations and values in corporate systems
Client Processing Associate II
FM GLOBAL
06.2016 - 01.2020
- Validates and reconciles client information necessary to process new, renewals, cancellations, and endorsements for anniversary adjustments into client servicing and engineering systems
- Format spreadsheets of client-building values for compatibility with the company’s applications using Excel
- Research and validate addresses using various address tools to maintain and improve data integrity
- Facilitate Field Engineering visits by working with the Account Engineers to identify initial contacts for newly insured locations
- Research and resolve data quality issues regarding account information with clients or brokers
- Generate and utilize company canned reports to provide information to internal/external customers and/or create customized queries and reports where applicable is authorized.
Jurisdictional Engineering Assistant III
FM GLOBAL
03.2007 - 06.2016
- Ensure all time charges for inspectors visiting client locations are reviewed for accuracy, approved, and corrected promptly
- Complete monthly audits for inspectors' assigned work lists, service group backlogs, and inactive locations
- Audit Confined Space Entry Permits against internal inspections utilizing the ‘Inspection Metrics’ report
- Contact jurisdictional states with inactivated index numbers to remove insurance companies from the database
- Verify and submit inspector expense reports
- Send violation or recommendation letters to the clients after the inspector has inspected locations
- Enter the new client location submitted by the Client Service Team
- Verify objects at locations indicated and schedule inspection.
Medical Assistant
Diablo Valley Woman's OB/GYN
11.2003 - 04.2005
- Record patients' medical history, vital statistics, or information such as test results in medical records
- Prepare treatment rooms for patient examinations, keeping the rooms neat and clean
- Obtain medical information and measure their vital signs, weight, and height
- Authorize drug refills and provide prescription information to pharmacies
- Prepare and administer medications as directed by a physician
- Help physicians examine and treat patients, handing them instruments or materials or performing such tasks as giving injections or removing sutures
- Collect laboratory specimens, log the specimens, and prepare them for testing.
Administrative Assistant
SIEMENS MEDICAL SOLUTIONS
10.2002 - 11.2003
- Continuous data entry of work requests, monthly invoices, and department expenses for the Facilities Manager.
- Executed record filing system to improve document organization and management.
- Scheduled office meetings and client appointments for staff teams.
- Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
- Developed and updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Processed customer orders accurately and within agreed timeframes to meet service standards.
- Negotiated contracts with vendors and suppliers for office supplies, equipment and services.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
Accounts Payable
SUMMERVILLE SENIOR LIVING
01.1999 - 11.2001
- Overseeing cost of living expenses for multiple senior facilities.
- Matched purchase orders to invoices and logged invoices into computer.
- Reviewed each invoice and requisitions for payment approval.
- Generated financial statements and reports detailing accounts receivable status
- Updated accounting ledgers and journals to balance statements and maintain consistent records.
- Registered transactions and data on accounting database to track history and safeguard information.
- Contributed to producing and interpreting improved finance related methods to establish consistency with accounts payable prerequisites.
- Maintained account accuracy by reviewing and reconciling checks monthly.
Store Manager
EXPRESS CLOTHING
06.1997 - 01.1999
- Managed inventory control, cash control, and store opening and closing procedures.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Completed point of sale opening and closing procedures.
- Rotated merchandise and displays to feature new products and promotions.
- Approved regular payroll submissions for employees.
- Set effective store schedules based on forecasted customer levels, individual employee knowledge, and service requirements.
- Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
- Upheld and communicated store programs and standards to employees for optimal quality, freshness, safety and cleanliness.
- Trained new employees on proper protocols and customer service standards.
Education
Skills
- Customer Relationship Management
- Insurance Practices
- Underwriter Collaboration
- Strong Lead Development Skills
- Policy Adjustment Knowledge
- Accounts Payable and Accounts Receivable
Timeline
Account Manager
EPIC INSURANCE BROKERS and CONSULTANTS
04.2023 - Current
Client Processing Specialist II
FM GLOBAL
01.2020 - 04.2023
Client Processing Associate II
FM GLOBAL
06.2016 - 01.2020
Jurisdictional Engineering Assistant III
FM GLOBAL
03.2007 - 06.2016
Medical Assistant
Diablo Valley Woman's OB/GYN
11.2003 - 04.2005
Administrative Assistant
SIEMENS MEDICAL SOLUTIONS
10.2002 - 11.2003
Accounts Payable
SUMMERVILLE SENIOR LIVING
01.1999 - 11.2001
Store Manager
EXPRESS CLOTHING
06.1997 - 01.1999
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