CHERYL WARD
Lathrop,CA
Summary
I have been in the industry for 22 years at both Company and Agency levels. I possess excellent technical, analytical, and mathematical skills with strong attention to detail and customer service. I am looking obtain a remote position with an Agency, that's interests are on the forefront of its industry, promotes a healthy atmosphere and teamwork concepts, and where my knowledge and experience can be utilized and expanded.
Overview
22
22
years of professional experience
Work History
Commercial Lines Senior Account Manager
USI Insurance Services LLC
06.2021 - Current
- Managed middle market sized accounts with book size of $1.2 million in revenues.
- Provided informed guidance to assist clients in choosing commercial insurance products to suit business needs.
- Analyzed customer needs to provide customized insurance solutions.
- Evaluated competitors' products and services to gain competitive advantage.
- Developed and maintained client base resulting in 94% portfolio retention
Account Manager
Dohrmann Insurance Agency Inc
02.2011 - 06.2021
- Prepare submissions and market renewal business
- Rate, process quotes and create proposals
- Administer day to day management of commercial lines accounts
- Train and delegate work and responsibilities to the assistant account manager
- Provide assistance in all claim issues
- Ensure proper issuance of binders, policy checking and policy renewals.
Office Manager/Marketing Supervisor
A Ward Lawn Care
12.2004 - 01.2011
- Perform payroll and accounting duties, including payroll taxes, accounts payable and accounts receivables
- Build rapport with customers and clients to ensure company growth
- Order supplies, materials and equipment on daily basis
- Responsible for overseeing various marketing strategies to ensure company growth
Education
Bachelor of Science - Marketing
Hawaii Pacific University
Honolulu, HI05.1997
Skills
- Commercial Lines Customer Service (CLCS) designation
- Excellent written and verbal communications skills to maintain effective relationships with clients, peers, and underwriters
- High integrity and excellent work ethic
- Broad knowledge of the Insurance markets, products and services
Timeline
Commercial Lines Senior Account Manager
USI Insurance Services LLC
06.2021 - Current
Account Manager
Dohrmann Insurance Agency Inc
02.2011 - 06.2021
Office Manager/Marketing Supervisor
A Ward Lawn Care
12.2004 - 01.2011
Bachelor of Science - Marketing
Hawaii Pacific University