CHERYL WARD
Lathrop,US
Summary
Dynamic Commercial Account Manager with 20+ years of experience and a proven track record, achieving over 30% growth in account performance, while providing the best coverages at the most competitive prices. Leveraging strong analytical skills and exceptional communication abilities, I deliver tailored insurance solutions while fostering client relationships and mentoring team members to enhance service excellence.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Commercial Account Manager
Relation Insurance Services
Stockton, California
03.2024 - Current
- Conducted regular reviews of account performance and growth opportunities, growing the producer's book by more than 30%.
- Researched competitive market conditions to determine pricing strategies and creative insurance programs.
- Identified areas where additional training is needed and provided mentorship among team members handling customer accounts.
- Negotiated terms of contracts with clients to maximize profitability.
- Collaborated with cross-functional teams to enhance service delivery.
Commercial Lines Senior Account Manager
USI Insurance Services LLC
San Francisco, California
06.2021 - 03.2024
- 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
Stockton, California
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
- Communication proficiency
- Client engagement strategies
- High integrity and professionalism
- In-depth insurance product knowledge
Certification
- Commercial Lines Customer Service (CLCS) designation
- USI Leadership Training Program - May 2023
Timeline
Commercial Account Manager
Relation Insurance Services
03.2024 - Current
Commercial Lines Senior Account Manager
USI Insurance Services LLC
06.2021 - 03.2024
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
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