DeShawn James
Houston
Summary
Senior Account Representative with extensive experience at Marsh & McLennan, specializing in client relationship management and documentation accuracy. Achieved significant improvements in service standards and revenue growth through strategic client engagement. Proficient in EPIC and Microsoft Office Suite, enhancing team collaboration and client experiences.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Commerical Lines |Senior Account Representative
Marsh & McLennan
Houston
10.2024 - Current
- Oversaw daily operations of client accounts to maintain high service standards.
- Executed renewal processes, ensuring timely documentation and fund transfers to insurers.
- Managed pre-renewal and post-binding activities to ensure compliance and productivity.
- Engaged clients using sales-centric strategies to maximize revenue opportunities.
- Championed a proactive approach within the client service team to enhance support.
- Supported organizational transformations while promoting adaptability among team members.
- Participated in continuous improvement initiatives to elevate client experiences.
Personal Lines | Senior Account Manager
Cadence Insurance
Houston
10.2023 - 10.2024
- Streamlined communication to enhance tracking of client interactions.
- Submitted bind requests, invoices, and policies efficiently.
- Developed relationships with underwriters to negotiate coverage and ensure accurate ratings.
- Managed a book of business with meticulous attention to detail and documentation accuracy.
- Participated in networking events to contribute to business development efforts.
- Built connections within local community to expand professional network.
Personal Lines | Account Manager
Pasadena Insurance Agency
Houston
10.2021 - 10.2023
- Analyzed information to determine appropriate coverage options.
- Processed agency and direct bill transactions for company.
- Executed transmission of cancellation, non-pay, and underwriting non-renewals.
- Developed positive relationships through effective interpersonal skills.
Personal Lines | Preferred Risk Manager
USI Insurance Services LLC
Houston
10.2019 - 01.2021
- Ensured accuracy by reviewing policies, endorsements, LPRs, and reinstatements.
- Facilitated communication with clients regarding expectations, sales, premiums, and claims.
- Contributed innovative ideas during monthly meetings to improve team performance.
Personal Lines | Account Representative
State Farm, Tiffany Jones
Houston
07.2016 - 10.2019
- Collaborated with underwriting, billing, and technical support to ensure accurate coverage binding and timely resolution of billing statements.
- Delivered policies, renewals, endorsements, and auto ID cards to clients effectively.
- Managed Agent book of business while providing exceptional customer service and support.
- Established strong customer rapport through proactive communication and assistance.
Life Insurance | Sales Representative
American National Insurance Company
Houston
06.2015 - 07.2016
- Submitted, filed, and maintained contracts, quotations, OFT orders, invoices, and various records.
- Managed and developed a portfolio of existing and new clients while building strong relationships.
Life Insurance | Sales Representative
Reliable Life Insurance Company (Kemper Company)
Houston
10.2012 - 06.2015
- Serviced BOB by traveling to assigned territory, selling new policies and collecting client premiums.
- Transmitted documentation to HO for client claims, premium payments, and necessary documents.
Education
Business Management & Administration -
University of Phoenix
HoustonSkills
- Applied EPIC, AMS360, Sagitta, and ImageRight
- Microsoft Office Suite
- Email communication
- Documentation management
- Verbal and written communication
- Client relationship management
- Carrier relationship management
- Team collaboration
Certification
- Life, Accident, Health & HMO, Texas Department of Insurance, 1811046
- Property and Casualty, Texas Department of Insurance, 1811046
Timeline
Commerical Lines |Senior Account Representative
Marsh & McLennan
10.2024 - Current
Personal Lines | Senior Account Manager
Cadence Insurance
10.2023 - 10.2024
Personal Lines | Account Manager
Pasadena Insurance Agency
10.2021 - 10.2023
Personal Lines | Preferred Risk Manager
USI Insurance Services LLC
10.2019 - 01.2021
Personal Lines | Account Representative
State Farm, Tiffany Jones
07.2016 - 10.2019
Life Insurance | Sales Representative
American National Insurance Company
06.2015 - 07.2016
Life Insurance | Sales Representative
Reliable Life Insurance Company (Kemper Company)
10.2012 - 06.2015
Business Management & Administration -
University of Phoenix
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