Jaime McPherson
Garden Valley,CA
Summary
Results-driven Commercial Insurance Account Manager with 12 years managing large personal and commercial accounts in a broker environment. Expertise in account servicing, renewals, insurance marketing, and billing resolution. Committed to delivering exceptional client service and fostering strong relationships across clients and internal teams.
Overview
1
1
Certification
12
12
years of professional experience
Work History
Commercial Account Manager
Acrisure
Roseville, California
06.2014 - Current
- Assist in the management and service of a portfolio of large commercial construction accounts, providing day-to-day account management and ongoing client support.
- Market commercial insurance accounts to carriers
- Process and coordinate policy changes, endorsements, and other account servicing requests while ensuring accuracy and timely completion
- Assist in the renewal process from preparation to completion with my internal team to ensure timely and accurate renewals.
- Prioritize and manage multiple account deadlines and client requests in a fast-paced environment while maintaining detailed and accurate account documentation and consistent follow through
- Research and resolve billing questions and discrepancies with the carriers and internal team
Education
Bachelor of Arts - Liberal Studies
California State University, Sacramento
Sacramento, CA05-2013
Skills
- Account management
- Policy renewal
- Billing resolution
- Attention to detail
- Problem solving
Certification
- California Property and Casualty Insurance License, 2014
Timeline
Commercial Account Manager
Acrisure
06.2014 - Current
Bachelor of Arts - Liberal Studies
California State University, Sacramento