Donna Hatcher
Canton,GA
Summary
Knowledgeable Commercial Account Manager offering twenty plus years providing superior client relationship management to commercial clients, carriers and sales executive. Managed workflow to provide efficient, timely and accurate processing of transactions. Interacted effectively, utilizing good communication skills, cooperating purposefully and providing guidance to achieve core value goals of agency.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Commercial Account Manager
Commercial Account Manager
06.2021 - Current
- Management of between 3 and 6 producers with book value of up to $16MM
- Proficient in use using the EPIC Marketing System
- Prepared customer presentations and demonstrations of products to solicit new business.
- Issue Certificate and Evidence of Property Insurance
- Managed client risk exposure and coordinated services for development, retention and rounding of accounts.
- Annualized premium summaries
- Detailed loss summaries
- Detailed loss trend reports
- Review audits and complete the
- Involved in the SUCCEED Claims program
- 3rd Year Ambassador Program Member
- Responsible for weekly Zoom meetings with producers and team to discuss renewals
- Attending weekly meetings with carriers for appetite guides and to foster the relationship with the carriers
- Negotiating commissions on new and renewal business
- Negotiating premiums on new and renewal business
- Updating EPIC applications with endorsement and renewal exposures to assure accuracy of records
- Excel spreadsheets
- Invoicing agency bill policies
- Obtaining Premium Fund Finance Agreement and negotiating interest rate and down payments
- Working with clients through acquisition process and providing a professional and seamless transition
- Training new hires on the renewal, audit and quoting processes and procedures
- Mentoring interns
- Completing Acords and supplemental carrier applications Meeting with clients to present their renewal proposal
- Creating and maintaining a professional and successful relationship with clients
- Developed strong working relationships with carriers, fostering a network of resources and support for clients'' insurance needs
- Provided ongoing support to clients through regular communication and updates on policy changes or industry developments
- Maintained a strong understanding of industry trends and market conditions to better serve clients and anticipate their needs.
Commercial Account Manager & Senior Producer
Commercial Account Manager & Senior Producer
03.2017 - 05.2021
- Management of book value of up to $6MM
- Proficient in Nexsure, Applied EPIC & Indio use as the client management and secure document systems
- Daily management of middle and large commercial line accounts
- Customer service management with a focus on professional solutions and help with customers' needs
- Responsible for retention of Commercial Property and Casualty Insurance & Life & Health Insurance
- Managed Commercial clients with premium dollars ranging from $3000 yearly premium to $150,000 yearly premium
- Remarketed all commercial accounts 90 days prior to renewal to ensure client was well represented with the best quality of coverage
- Making initial contact with customer and providing insurance quotes for Commercial Property and Casualty insurance needs
- Binding authority with P&C Insurance License
- Finalized and serviced insurance policies and customer needs
- Attending weekly meetings with carriers for appetite guides and to foster the relationship with the carriers
- Negotiating commissions on new and renewal business
- Negotiating premiums on new and renewal business
- Excel spreadsheets
- Invoicing agency bill policies
- Obtaining Premium Fund Finance Agreement and negotiating interest rate and down payments
- Working with clients through acquisition process and providing a professional and seamless transition
- Completing Acords and supplemental carrier applications
- Meeting with clients to present their renewal proposal
- Creating and maintaining a professional and successful relationship with clients
- Conducted regular account reviews with clients to assess their current needs, discuss potential concerns, and identify opportunities for additional business
Education
Bachelor of Science - Business
Darton College
Albany, GA01.2008
Skills
- Client relationship building
- Relationship management
- CRM proficiency
- Performance tracking
- Proposal writing
- Teamwork and collaboration
- Problem-solving
- Time management
- Attention to detail
- Multitasking
- Effective communication
- Professionalism
Certification
Property and Casualty Insurance License
GA, MD
Insurance License Number Available Upon Request
Timeline
Commercial Account Manager
Commercial Account Manager
06.2021 - Current
Commercial Account Manager & Senior Producer
Commercial Account Manager & Senior Producer
03.2017 - 05.2021
Property and Casualty Insurance License
GA, MD
Insurance License Number Available Upon Request
Bachelor of Science - Business
Darton College
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