Charlotte McGill
Charleston,SC
Summary
Detail-oriented and dedicated Account Manager with years of comprehensive experience fostering strong employer-client & internal relationships. Focused on managing accounts systematically to maximize proficiency. Ambitious in advancing personal expertise and company sales performance through communication, organization, drive and warmth.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Account Manager
Brown and Brown of Tennessee
Nashville, TN
11.2023 - Current
- Currently act as a liason between clients, internal teams, and carriers, with a clerical and organization heavy list of daily duties to complete for prompt resolutions of technical and account-related issues
- Provide administrative support to six assigned commercial lines account managers, including processing audits, direct bill and agency bill invoices, endorsements, all change requests of various premiums and sizes, and special projects as needed
- Account manager of 17 small business accounts, updating renewals, building submissions and processing new policies, managing various policy changes, and fostering relationships with producers internally, as well as clients and carriers externally, for smooth communication, timely responses to concerns, and customer satisfaction
- Collaborate with underwriters, carriers, and internal team to determine accurate policy documentation
- Skills/Tools: Proficient in AMS 360 and ImageRight
Assistant Account Manager
ECC Insurance Brokers LLC
Beverly Hills, CA
09.2019 - 03.2021
- Worked as the sole Assistant Account Manager to support a large book of business brought in by numerous Account Managers and Brokers
- Assisted on all aspects of Marketing, Quoting, Binding, and Preparing Client Letters to deliver the best product possible to all clients
- Represented work clients as a Wholesale Broker Assistant in the Professional Liability Insurance market
- Fostered a strong understanding of insurance policies, claims, and industry regulations
- Skills/Tools: Proficient in Vertafore & InsuredHQ
- Skills: Insurance Management Software, Data Entry & Reporting, Client Relationship Management, Policy Admin
Education
High School - Choir, English Literature
La Reina High School
Los Angeles, CA05.2013
Skills
- AMS 360
- ImageRight
- Vertafore
- InsuredHQ
- Insurance Management Software
- Accurate Data Management
- Customer Relationship Development
- Policy Management
- Goal oriented
Affiliations
- Currently enrolled in Non Fiction Narrative Writing course which explores personal essays and storytelling
- Baking enthusiast with a love of lemon
- Pilates and yoga
- Live jazz fan
Certification
- Property and Casualty Insurance Producer License No. 3002909833
Languages
French
Professional
Timeline
Account Manager
Brown and Brown of Tennessee
11.2023 - Current
Assistant Account Manager
ECC Insurance Brokers LLC
09.2019 - 03.2021
High School - Choir, English Literature
La Reina High School
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