Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Casey Pike

Anderson,SC

Summary

Knowledgeable commercial lines insurance professional with solid background managing accounts and fostering client relationships. Proven ability to handle commercial insurance policies, coordinate renewals, and resolve client issues promptly. Valued for team collaboration, adaptability to changing needs, and results-oriented approach. Demonstrates skills in risk assessment, policy analysis, consistently achieving client satisfaction and retention.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Commercial Lines Account Manager

World Insurance Associates
02.2024 - Current
  • Effectively managing a high volume book of Insurance business, ensuring all required tasks are completed accurately and on-time
  • Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, through professional communication
  • Handling renewals, service requests, claims, billing and new policies in addition to cross-selling
  • Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures
  • Lead the marketing of small straightforward accounts
  • Prepare renewal presentation material on behalf of producers
  • Review all applications, policies, endorsements and audits

Commercial Lines Associate Account Manager

World Insurance Associates
08.2023 - 02.2024
  • Assisted multiple Account Executives in managing their books of business, ensuring all required tasks were completed accurately and on-time
  • Helped grow client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication
  • Supported renewals, service requests, claims, billing and new policies
  • Maintained a thorough understanding of available markets and their appetites, underwriting guidelines, submitting and procedures
  • Reviewed all applications, policies, endorsements and audits for accuracy
  • Completed loss/claim analysis and summaries
  • Coordinated expiration list with department manager to obtain renewal business information

Inside Sales Representative

Marquee Insurance Group
10.2021 - 08.2023


  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Provided information on features, policies and relative advantages to promote insurance packages.
  • Adhered to all regulations for insurance sales.
  • Set up policies and completed all documentation.
  • Negotiated favorable terms with carriers on behalf of clients, securing optimal coverage at competitive rates.
  • Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance in all transactions.
  • Collaborated with underwriters to ensure accurate risk assessment and appropriate coverage options.
  • Implemented marketing strategies to generate new leads and expand the client base.

Education

Bachelor of Science - Sports Management

Georgia Southern University
Statesboro, GA
05-2021

Skills

  • Highly organized and dependable with excellent communication skills
  • Strong customer service skills
  • Proficient in agency management software EPIC and SalesForce
  • Skilled in Microsoft Office Applications
  • Works efficiently and accurately with attention to detail
  • Able to work independently with confidence
  • Collaborative and happy to contribute to team success
  • Results driven
  • Enjoys problem solving

Certification


  • Property and Casualty License - SC Department of Insurance.

Timeline

Commercial Lines Account Manager

World Insurance Associates
02.2024 - Current

Commercial Lines Associate Account Manager

World Insurance Associates
08.2023 - 02.2024

Inside Sales Representative

Marquee Insurance Group
10.2021 - 08.2023

Bachelor of Science - Sports Management

Georgia Southern University

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Casey Pike