Resourceful Senior Account Manager with a 12 year track record of delivering client-focused solutions and managing a diverse client base. Possesses excellent critical thinking, problem-solving skills, and is detail-oriented. Specializing in large middle market accounts.
Overview
13
13
years of professional experience
3
3
years of post-secondary education
1
1
Certification
Work History
Senior Account Manager
USI Insurance Services, Inc.
10.2019 - Current
Manages a diverse portfolio of commercial lines accounts, ensuring timely communication and effective problem resolution. The book size ranges from $1,000,000 to $1,500,000 in revenue, including international placements, PEO/EOR, real estate developers, manufacturing, school districts, public service, non-profits, and construction.
Works with large middle-market clients.
Successfully negotiated favorable coverage and terms with Carriers and E&S Brokers on behalf of clients, securing optimal coverage at competitive rates while Simultaneously maintaining relationships with the markets and addresses complex insurance issues.
Maintaining a high client retention rate is achieved by fostering lasting relationships with customers through effective communication and quick responses, which results in long-term loyalty and an expanded client base.
Efficiently addressed and resolved escalated concerns, averting the potential loss of key clients and preserving amicable relations with all involved.
Mentored junior account managers, fostering their professional growth and skills development within the company.
Contributed to team objectives in fast-paced environment.
Maintained detailed records of client interactions using agency management systems, ensuring seamless information access for all team members.
Supported sales team by generating accurate quotes for prospective clients, contributing to increased revenue growth opportunities.
Coordinated with claims department to ensure prompt resolution of client concerns, facilitating timely settlements when needed.
Conducted comprehensive policy reviews to identify potential gaps in coverage and recommend appropriate enhancements.
Liaised with internal departments to address client needs promptly, fostering cross-functional collaboration within the firm.
Account Manager
USI Insurance Services, Inc.
01.2017 - 10.2019
The Select Mountain HUB is characterized by its dynamic and rapidly changing environment.
Managed a portfolio of select commercial accounts across various states, handling the complete life cycle of insurance policies, which encompasses selling, quoting, binding, and renewal processes.
Account Manager
Insurance Office of America
07.2015 - 07.2016
Managed a substantial portfolio of lawyers' legal liability insurance, amounting to $4 million in written premiums.Millon in written premiums.
Provided daily services required by the satellite office environment, including communication and implementation of necessary updates and services with IT from the main office. Welcomed incoming clients, processed payments, and arranged financing.
Meeting market contacts and establishing productive working relationships.
Account Manager
Peliton Insurance
05.2011 - 07.2015
Account Management of more than 150 HOA properties for a major Property Management firm, generating in excess of $1 million in annual revenue.
Improved overall team productivity by implementing best practices in organization and time management.
Managing a large client base in Excel to fulfill the requirements of HOA program management on a grand scale.
Participated in the implementation of the new EPIC operating system at the agency included training producers and account executives on the system's life cycles. It also involved building the folder matrix and processes within the EPIC operating system.