Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Account Manager
Marsh McLennan Agency
2023.07 - Current
Prepared thorough proposals that effectively communicated policy features, benefits, and pricing information to potential clients.
Maintained a strong understanding of industry trends and market conditions to better serve clients and anticipate their needs.
Analyzed customer needs to provide customized insurance solutions.
Delivered results-driven solutions tailored specifically to meet each client''s unique risk management objectives.
Collaborated with underwriters to negotiate favorable terms for clients, ensuring competitive pricing and comprehensive coverage.
Assistant Account Manager
Lockton Companies, LLC
2022.09 - 2023.07
Prepared comprehensive submission package for new business and renewals.
Submit to market renewal or new business package to either incumbent carrier or combination of carriers based on risk appetite.
Advise clients on loss control strategies.
Underwriter
Proassurance Corp.
2022.07 - 2022.09
Supported review and acceptance or denial of new or renewal business.
Reviewed applications for insurance coverage and reports from loss control specialists to determine risks.
Analyze and review claims histories and loss ratios to determine pricing and insurability.
Associate Underwriter
ProAssurance Corp.
2021.11 - 2022.07
Evaluation of risk through the review of new business and renewals, determining appropriate risk acceptance, pricing terms and conditions.
Coordination between actuarial and claims departments.
Develop relations with brokers, agents, and direct insureds.
Policy Specialist
Proassurance Corp.
2019.10 - 2021.11
Worked directly between physicians and office managers, underwriters, and risk management.
Managed a territory of large and complex hospital and physician groups.
Processed all endorsements and changes to malpractice policies.
Utilized financial management tools to deliver premium and invoice breakdowns to insureds and agents.
Risk Management Specialist
State Farm
2018.08 - 2019.10
Utilized ECRM to document and track customer account details.
Gathered information about customer's needs in order to tailor appropriate coverages.
Handled home and auto claims for customers.
Processed payments and kept track of any problems with billing.
Provided customer service to meet the needs of all customers.
Licensed Sales Producer
Allstate
2018.05 - 2018.08
Made outbound calls to interested prospects in order to write their home and auto insurance.
Took inbound calls for policy additions or changes.
Spoke with customer to determine what type of policy was the best fit for them and their family.
Education
Some College (No Degree) - Biomedical Sciences
Auburn University
Auburn, AL
High School Diploma -
Oak Mountain High School
05.2011
Skills
Sales strategies
Insurance product knowledge
Marketing strategy implementation
Documentation abilities
Account management
Insurance coverage verification
Risk management
Certification
Licensed Property and Casualty Insurance Producer (2018)
Lincensed Life and Health Insurance Producer (2018)
Timeline
Account Manager
Marsh McLennan Agency
2023.07 - Current
Assistant Account Manager
Lockton Companies, LLC
2022.09 - 2023.07
Underwriter
Proassurance Corp.
2022.07 - 2022.09
Associate Underwriter
ProAssurance Corp.
2021.11 - 2022.07
Policy Specialist
Proassurance Corp.
2019.10 - 2021.11
Risk Management Specialist
State Farm
2018.08 - 2019.10
Licensed Sales Producer
Allstate
2018.05 - 2018.08
Some College (No Degree) - Biomedical Sciences
Auburn University
High School Diploma -
Oak Mountain High School
Licensed Property and Casualty Insurance Producer (2018)
Lincensed Life and Health Insurance Producer (2018)
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