Summary
Overview
Work History
Education
Skills
Timeline
Generic

Holly Rackner

San Antonio,TX

Summary

Resilient licensed Account Manager offering nine years experience providing superior customer service 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 business goals of agency.

Overview

11
11
years of professional experience

Work History

Commercial Account Manager

Mt. Franklin Insurance Agency
06.2022 - Current
  • Enhanced client satisfaction by addressing inquiries and providing prompt resolutions to commercial insurance concerns.
  • Streamlined policy renewal processes for increased efficiency and reduced client wait times.
  • Developed strong working relationships with carriers, fostering a network of resources and support for clients'' insurance needs.
  • Prepared thorough proposals that effectively communicated policy features, benefits, and pricing information to potential clients.
  • Facilitated smooth transitions during mergers or acquisitions by diligently reviewing policies and making necessary adjustments to reflect organizational changes.

Commercial Insurance Account Manager

Walthall, Sachse & Pipes Inc
06.2021 - 04.2022

• Account Manager for a smaller book of newer commercial agents; assisted in marketing new business accounts, with major emphasis on home healthcare.


• Worked renewal policies 90 days from expiration for agents, remarketing and/or receiving quotes from incumbent with renewal information from clients


• Servicing all existing accounts with any endorsement requests, certificate requests, and coverage questions as they arose

Commercial Insurance Account Manager

Heartland Security Insurance Group
01.2019 - 03.2021
  • Commercial Insurance Generalist
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Promoted a culture of collaboration by actively participating in team meetings and sharing ideas to improve overall performance.
  • Conducted annual reviews of existing policies to update information.
  • Thoroughly reviewed contracts and submitted certificates of insurance for hundreds of clients and vendors.

Personal Insurance Account Manager

Stallings Insurance Agency
06.2016 - 10.2018
  • Boosted client satisfaction by providing exceptional customer service and addressing insurance inquiries promptly.
  • Enhanced policyholder retention rates through effective communication, personalized account management, and prompt issue resolution.
  • Streamlined internal processes for increased efficiency and accuracy in managing client policies and documents.
  • Developed long-lasting relationships with clients to foster trust, loyalty, and a deep understanding of their insurance needs.

Conference Room Coordinator

Parker, Hudson, Rainer & Dobbs
10.2014 - 06.2016
  • Enhanced conference room efficiency by streamlining scheduling processes and implementing a user-friendly booking system.
  • Ensured timely setup of conference rooms for various meetings, resulting in smooth transitions between events.
  • Managed multiple conference room schedules simultaneously, ensuring optimal use of available spaces and minimal conflicts.
  • Coordinated with IT and facilities teams to address any technical or maintenance issues, maintaining a professional environment for meetings.

Resort Attendant

Department Of Defense
02.2013 - 03.2014

• Maintained professional and courteous relationships with members of NATO military officials and their families

• Worked with both housekeeping and front desk staff to ensure quality care and safety for guests of all ages

• Coordinated conference groups coming from the United States staying at our facility

Education

Bachelor of Arts - History

Winthrop University
Rock Hill, SC
05.2012

Skills

Knowledgeable of Texas insurance climate and companies

Fluent with EPIC management system, Hawksoft Management System

Personal and Commercial Lines Account Managing experience, both in a generalist capacity and specified industries

Personal and Commercial Lines Account Processing experience

Professional and personable phone and email correspondence skills

Remote work experience

Timeline

Commercial Account Manager

Mt. Franklin Insurance Agency
06.2022 - Current

Commercial Insurance Account Manager

Walthall, Sachse & Pipes Inc
06.2021 - 04.2022

Commercial Insurance Account Manager

Heartland Security Insurance Group
01.2019 - 03.2021

Personal Insurance Account Manager

Stallings Insurance Agency
06.2016 - 10.2018

Conference Room Coordinator

Parker, Hudson, Rainer & Dobbs
10.2014 - 06.2016

Resort Attendant

Department Of Defense
02.2013 - 03.2014

Bachelor of Arts - History

Winthrop University
Holly Rackner