Innovative Commercial Account Manager with several-year history. Adept at retaining current accounts and relationship building with prospective clients.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Commercial Lines Account Manager
Arnold Insurance
Dallas, TX
05.2023 - Current
Ensured accuracy of all documentation including applications, invoices, certificates of insurance.
Negotiated terms and conditions on behalf of clients with carriers.
Conducted account reviews to identify opportunities for additional revenue or cost savings.
Created marketing materials such as brochures and flyers that highlighted company offerings.
Analyzed data from multiple sources to create reports that informed decisions about policy changes or adjustments.
Identified cross selling opportunities through analysis of current client portfolios.
Responded promptly to inquiries from internal staff and external customers.
Maintained up-to-date knowledge of industry trends, regulations, products and services offered by carriers.
Intern
Duncan Financial Group
Pittsburgh, PA
06.2022 - 08.2025
Prepared reports summarizing project progress and results for management review.
Maintained accurate records of all activities performed throughout internship period.
Assisted with event planning, support and execution of virtual and in-person engagements.
Helped maintain applicant tracking systems and recruiting metrics.
Worked closely with human resources to support employee management and organizational planning.
Maintained positive working relationship with fellow staff and management.
Implemented strategies to take advantage of new opportunities.
Assistant Equipment Manager
Southeast Missouri State University
Cape Girardeau, MO
03.2017 - 05.2018
Assisted with training new staff on the proper use of athletic equipment.
Managed inventory levels, ensuring that all items were adequately stocked and accounted for.
Provided guidance to coaches regarding safety protocols related to the use of athletic equipment during practices and games.
Responded quickly to emergency requests from coaches needing specific pieces of athletic equipment immediately due to unforeseen circumstances.
Assisted in the maintenance of all athletic equipment, including uniforms and protective gear.
Maintained accurate records of all purchases, repairs, rentals, and other transactions related to the department's equipment needs.
Developed procedures for the efficient use of resources within the department's budget parameters.
CSR /Custer Service Representative /Licensed Insurance Agent at Arnold Insurance Agency of GrantCSR /Custer Service Representative /Licensed Insurance Agent at Arnold Insurance Agency of Grant