Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Carolyn Schram

Hammond,IN

Summary

Manages book of middle market business and directs the work of a service team.

Manages all client required services and maintains client relationship with input from Producers as needed.

Current book consists of guaranteed cost construction, captives. Additional risk familiarity with restaurant, street sweeper, refuse collection, freight forwarder, a large construction materials dealer & a small amount of real estate.

Concentrating on Property, General Liability Automobile, Work Comp, Umbrella, Management Liability and Cyber.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Account Executive Lead

Alliant Insurance
12.2007 - Current
  • Manages overall client relationship by responding promptly to all requests from internal team, insurers or clients regarding account servicing issues
  • Facilitates flow of information from producers and underwriters, whether to internal service team and/or clients.
  • Able to apply knowledge of coverage forms to determine appropriate level of coverage and identify gaps
  • Proactively initiation and coordinate new and renewal activity
  • Complete applications, obtains quotes, negotiates premiums, develop coverage comparisons, and prepare proposal
  • Bind coverage, delegate binders, invoicing and certificates
  • Reviews accounting history, responds to accounting inquiries, corrects discrepancies and contacts client on receivable collections within 60 days of invoicing date;

Account Manager

Braman Insurance Services
08.2005 - 12.2007
  • Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
  • Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
  • Evaluated client needs and developed tailored solutions to increase positive customer ratings.
  • Developed, maintained and utilized diverse client base.
  • Quoted prices, credit terms and other bid specifications.
  • Maintained current knowledge of evolving changes in marketplace.

Education

No Degree - Mathematics

Humboldt State University
Arcata, CA

Skills

  • Knowledge of commercial insurance process steps for renewal and new business from beginning to end
  • Good planning, organizational and prioritization skills
  • Effective verbal and written communication skills
  • Excellent problem solving and time management skills
  • Team-player who can also perform effectively in self-directed work environment
  • Mentoring: Provide clear guidance to ensure others fulfill roles effectively
  • Microsoft Office, Excel skills and familiarity with other relevant online tools
  • Complies with agency management system data standards (enters and maintains complete and accurate information)

Certification

CRIS Designation - In process

Timeline

Account Executive Lead

Alliant Insurance
12.2007 - Current

Account Manager

Braman Insurance Services
08.2005 - 12.2007

No Degree - Mathematics

Humboldt State University

Similar Profiles

CREATE PROFILE
Carolyn Schram