Crystal Mccarthy
North Port
Summary
Results-driven insurance professional with a strong focus on client relationship management and innovative insurance solutions, seeking an Account Executive position within a growth-oriented agency that prioritizes talent development. Committed to leveraging expertise to drive client satisfaction and foster long-term partnerships while contributing to a dynamic team dedicated to excellence and internal growth. Passionate about continuous learning and professional development, prepared to make a meaningful impact in a collaborative environment.
Overview
21
21
years of professional experience
Work History
Client Executive
Marsh McLennan Agency
01.2017 - Current
- Responsible for managing a complex, high-revenue book of business of a $3,600,000 book of business in revenue primarily in the following industries
- Manufacturing
- Dealerships (Motorcycle and Marine)
- Real Estate
- Hospitality
- Responsible for placement and analysis of new and renewal business
- Responsible for working effectively with my Account Management Teams and Production Teams
- Responsible for mentoring our within my Account Management Teams
Account Manager
Marsh McLennan Agency
01.2017 - Current
- Responsible for daily servicing and placement of a $1,300,000 book of business in revenue primarily in the following industries
- Manufacturing
- Real Estate
- Financial Institution
- Hospitality
- While managing my book we have maintained a 97% retention.
- Responsible for marketing all new and renewal business
Client Service Manager
Arthur J. Gallagher
01.2015 - 01.2017
- Responsible for daily service and placement of a $900,000 book of business in revenue primarily in the following industries
- Manufacturing
- Retail
- Charters School
- Assisted in increasing my book of business from $750,000 to $900,000 in revenue.
Placement Specialist, Commercial Service Manager
Willis of Wisconsin
01.2008 - 01.2015
- Responsible for managing a team of 7 service associates handling $4,000,000 in revenue.
- While managing my team we maintained a 97% retention of our book of business.
- Implemented and overseen system conversion to Applied Systems EPIC for the entire State of Wisconsin. We merged the Willis Proprietary System along with Applied Systems Vision from the HRH Acquisition.
- Implemented and overseen a Willis Proprietary System used for benchmarking and market selections for the entire State of Wisconsin.
- Assisted in increasing our book of business by 5% to 10% annually.
- Assisted production with RFP and Coverage Analysis
- Responsible for placing $4,000,000 in revenue primarily in the following industries.
- Manufacturing
- Healthcare
- Social Service
- Responsible as a Client Executive/Mentor to young Account Manager servicing a $500,000 book of business consisting of three accounts.
Account Executive
Kaercher, Campbell, & Associates
01.2005 - 01.2008
- Assisted in increasing my book of business from $500,000 to $1,000,000 in revenue.
- 60% of my book of business was in Medical Malpractice, 30% of my book of business was in High Rise Condominium which included the construction of the buildings, 8% of my book of business was in Transportation insurance specializing in Limousines and Taxi coverage, and 2% of my book of business was in Casinos.
- Maintained a 96% retention of my book of business.
- Responsible for marketing all new and renewal business
- Responsible for the daily service of my book of business
Education
National Alliance
Tampa, FL08.2025
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National Alliance
Las Vegas, NV01.2005
Skills
- Client services
- Networking strength
- Relationship management
- Account oversight
- Solution management
- Client relationship management
Timeline
Client Executive
Marsh McLennan Agency
01.2017 - Current
Account Manager
Marsh McLennan Agency
01.2017 - Current
Client Service Manager
Arthur J. Gallagher
01.2015 - 01.2017
Placement Specialist, Commercial Service Manager
Willis of Wisconsin
01.2008 - 01.2015
Account Executive
Kaercher, Campbell, & Associates
01.2005 - 01.2008
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National Alliance
National Alliance
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