Isaiah Montez
Houston,TX
Summary
Dynamic Account Manager offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with robust background in customer relationship management.
Volunteer role as Social Media Manager for University of Texas at San Antonio Houston Alumni Chapter
Overview
4
4
years of professional experience
Work History
Account Manager II
Gallagher
03.2024 - Current
- Managed Property and Casualty book of business consisting of 70 different accounts
- Specialized in private school, nonprofits, and religious institutions small to mid-size businesses
- Conducted all marketing procedures for pre and post renewal expectations
- Interacted with agency partners by attending RIMS and YRP monthly networking events
Account Manager - Middle Market
Lockton Companies, LLC
12.2022 - 03.2024
- Help manage Middle Market book of premium with minimum premium spend of $400K
- Conducted annual reviews of existing policies to update information.
- Review renewal quotes for accuracy and ensure customer’s exposures are adequately covered.
- Review proposals for accuracy, send to customer and follow up for request to bind order.
- Submit bind orders to underwriters and follow up for renewal policies.
Small Business Account Manager
Goosehead Insurance
09.2020 - 12.2022
- Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities amongst 10 commercial lines agents.
- Manage commercial insurance revenue book of $2,500,000+ in total revenue.
- Consult with 3rd party PnC carriers to resolve discrepancies and create expert solutions.
- Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter within Salesforce
Education
BBA -
The University of Texas At San Antonio
San Antonio, TX12.2018
Skills
- Property and Casualty Knowledge
- Google Applications
- Underwriting
- Account Management
- Salesforce
- Image Right
- Applied EPIC
- Business Development
- Business Relationship Management
Accomplishments
President's Club 2021
Voluntary
Social Media Manager - UTSA Houston Alumni
- Responsible for managing social media platforms for UTSA Houston Alumni Chapter
- Help drive alumni engagement through social media and alumni spotlight questionnaire
- Established content calendar through Google Docs to help maintain accuracy for social media post
Timeline
Account Manager II
Gallagher
03.2024 - Current
Account Manager - Middle Market
Lockton Companies, LLC
12.2022 - 03.2024
Small Business Account Manager
Goosehead Insurance
09.2020 - 12.2022
BBA -
The University of Texas At San Antonio
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