Fred Burress
Houston
Summary
Dynamic Senior Insurance Specialist recognized for strong analytical skills and teamwork. Committed to delivering customized insurance solutions and enhancing client engagement, ultimately leading to improved retention rates and competitive positioning in the market.
Overview
1
1
Certification
9
9
years of professional experience
Work History
Senior Commercial Account Manager
Aegis Insurance /Dagley Insurance
Bellaire, TX
07.2019 - Current
- Conducted risk assessments to evaluate policyholder needs and recommend appropriate coverage options.
- Developed and executed strategic account management plans to enhance client retention and satisfaction.
- Evaluated risk exposures accurately by conducting thorough analyses of insurance applications and client data.
- Led cross-functional teams to streamline insurance product offerings and improve service delivery efficiency.
- Reviewed policy applications for accuracy and completeness, ensuring compliance with regulatory requirements.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
Commercial Insurance Agent
Aegis Insurance and Financial Services
Bellaire, TX
07.2017 - Current
- Developed and maintained strong relationships with key commercial clients to drive retention and satisfaction.
- Analyzed market trends to identify growth opportunities and optimize account strategies for diverse industries.
- Mentored junior account managers, fostering a culture of continuous improvement and professional development within the team.
- Maintained required data in agency management system to follow corporate guidelines.
- Conducted regular account reviews with clients to assess their current needs, discuss potential concerns, and identify opportunities for additional business.
- Provided exceptional customer service, addressing concerns promptly and maintaining open lines of communication with clients.
Education
Bachelor of Science - Business Administration
Purdue University
West Lafayette, IN05-1990
Skills
- Training and mentoring
- Policy administration
- Licensed insurance agent
- Claims management
- Insurance regulations
- Customer retention
- Commercial lines
- Carrier relations
- Teamwork and collaboration
- Problem-solving
- Time management
- Attention to detail
- Problem-solving abilities
Certification
Working on risk management designation
Timeline
Senior Commercial Account Manager
Aegis Insurance /Dagley Insurance
07.2019 - Current
Commercial Insurance Agent
Aegis Insurance and Financial Services
07.2017 - Current
Bachelor of Science - Business Administration
Purdue University