Jake Lloyd
Dixon,CA
Summary
Driven Account Executive with a proven track record at Aon Risk Solutions, specializing in Food, Beverage, and Agribusiness sectors. Excelled in building client relationships and implementing strategic P&C programs, leveraging strong presentation skills and data analysis. Managed over 20 middle market accounts, enhancing customer service and account management through innovative solutions.
Overview
7
7
years of professional experience
Work History
Account Executive
Aon Risk Solutions
Sacramento
04.2023 - 02.2025
- As an Account Executive I worked on many small to middle market accounts. I helped connect and build client relationships through client visits and video calls. My responsibility included overall client satisfaction and retention.
- Focus on Food, Beverage and Agribusiness Property & Casualty Programs. My duties included diagnostic review through program strategy and implementation, while continuing customer servicing.
- Performed day to day servicing including contract review and account management, overall servicing the needs and wants of the client.
- Worked with other Account Executives and account support personnel to manage timely renewals and communicate coverage nuance and needs.
- Supported brokering process in P&C lines including crop insurance.
- Communicated with clients on other enterprise goals and how the firm can help deliver solutions.
- Worked on over 20 middle market accounts, including complex foreign placements on both an inward/reverse flow.
Account Specialist
Aon Risk Solutions
Sacramento
06.2018 - 04.2023
- Managed over 20 middle market accounts
- Brokered and built comprehensive P&C programs in conjunction with servicing clients needs. Communicated with the client/buyer on needed renewal items and lead renewal calls.
- Helped facilitate claims for clients. Reviewed coverage and applicable deductibles and conveyed to the client for them to make strategic decisions.
- Built useful spreadsheets and PowerPoint to help clients manage deliverable to BoD and other stakeholders.
Education
Bachelor of Science - Managerial Economics
University of California, Davis
Davis, CA05-2018
Bachelor of Science - Business
Solano Community College
Fairfield, CA05-2015
Skills
- Business service management
- Strategy implementation
- Service coordination
- Relationship building and management
- Strong presentation skills
- Account management
- Data analysis
- Customer service
- Microsoft Excel Proficient
- MIcrosoft PPT Proficient
- Time management
- Attention to detail
Accomplishments
- Hold a CPCU, ARM, CIC and AFIS designations
- Crop Insurance Licensed in CA and WA
- Surplus Lines Licensed
- Managerial Economics degree with an emphasis on Agricultural Economics and Business
Timeline
Account Executive
Aon Risk Solutions
04.2023 - 02.2025
Account Specialist
Aon Risk Solutions
06.2018 - 04.2023
Bachelor of Science - Managerial Economics
University of California, Davis
Bachelor of Science - Business
Solano Community College
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