Eric Chavez
Lubbock
Summary
Dedicated and detail-oriented Account Manager with extensive experience in commercial insurance, client relationship management, and policy administration. Adept at risk evaluation, policy analysis, and process optimization to enhance efficiency and client satisfaction. Strong background in underwriting coordination, proposal development, and team training. Proven ability to streamline operations and enhance productivity while maintaining high compliance standards.
Overview
6
6
years of professional experience
Work History
Account Manager
Leavitt Group
03.2024 - Current
- Prepare applications for underwriting submission with necessary information
- Maintain ongoing communication with Commercial Lines Account Manager and Manager to meet deadlines
- Coordinate with service staff to ensure timely task completion
- Assist in marketing strategies and follow up with markets for quotations
- Develop and edit proposals and proposal booklets
- Conduct policy checks for discrepancies and ensure accuracy in documentation
- Issue certificates, process endorsements, and handle client invoicing
SBU Account Manager
Infinity Insurance Partners
01.2023 - 03.2024
- Managed client relationships, ensuring satisfaction, retention, and compliance
- Processed endorsements, claims, cancellations, and billing inquiries
- Facilitated the SBU renewal process and reviewed communication logs
- Created a renewal tracking system adopted agency-wide
- Trained and onboarded four offshore employees for policy checking and endorsements
- Developed standardized job descriptions for agency roles to improve efficiency
- Provided training for all new account managers
Account Manager
Layr
05.2022 - 01.2023
- Managed commercial insurance accounts and resolved client inquiries
- Worked with various carriers and wholesalers to process policies
- Utilized AMS platforms such as Epic, QQ, and Sagitta
- Collaborated with team members to streamline operations and optimize client service
Account Manager
Marsh
09.2021 - 05.2022
- Evaluated risks and developed solutions to support client insurance needs
- Built and maintained client relationships to ensure retention and service excellence
- Managed policy workflows and recorded activities to ensure compliance and accuracy
- Stayed updated on market trends and compliance standards
Remote Commercial Lines Account Manager
NavSav
07.2021 - 09.2021
- Maintained relationships with business owners and commercial clients
- Conducted needs analysis to identify coverage gaps
- Managed commercial accounts, re-shopped policies, and supported new business goals
- Assisted clients with policy changes, claims, and billing inquiries
Business Insurance Analyst
Marsh & McLennan Companies
Lubbock
03.2019 - 07.2021
- Processed client insurance documents and managed agency systems
- Prepared renewal applications, loss summaries, proposals, and schedules
- Issued certificates of insurance and auto ID cards
- Handled policy audits, premium finance requests, and accounting discrepancies
Education
General Lines Agent - Property & Casualty -
Texas Department of Insurance
Lubbock, TXSkills
- Commercial Insurance & Risk Management
- Client Relationship Management
- Policy Administration & Underwriting Support
- Proposal & Marketing Development
- Compliance & Regulatory Standards
- Agency Management Systems (Epic, AMS360, Sagitta)
- Team Training & Process Improvement
- Claims Handling & Endorsements
- Microsoft 365 & Workflow Optimization
Timeline
Account Manager
Leavitt Group
03.2024 - Current
SBU Account Manager
Infinity Insurance Partners
01.2023 - 03.2024
Account Manager
Layr
05.2022 - 01.2023
Account Manager
Marsh
09.2021 - 05.2022
Remote Commercial Lines Account Manager
NavSav
07.2021 - 09.2021
Business Insurance Analyst
Marsh & McLennan Companies
03.2019 - 07.2021
General Lines Agent - Property & Casualty -
Texas Department of Insurance