Highly organized and motivated Associate Account Executive with demonstrated track record of building relationships with clients, being engaging and personable and increasing business opportunities through dynamic marketing strategies. Skilled in financial analysis, customer service and problem-solving.
Overview
18
18
years of professional experience
Work History
Associate Account Executive
Travelers Insurance
06.2022 - Current
Developed strong relationships with Agents through consistent communication, proactive problem solving and by providing exceptional account management and timely responses to inquiries.
Managed multiple accounts simultaneously, maintaining a high level of attention to detail for each individual client.
Established and maintained strong working relationships with both internal colleagues and external partners, fostering collaboration and teamwork for successful account management.
Exceeded annual sales targets by consistently pursuing new business opportunities and expanding existing accounts.
Senior Account Manager - Inland Marine
Travelers
06.2013 - 06.2022
Policy Retention - Handling of renewal accounts up to $50,000 in annual premium Including reviewing, pricing, quoting and binding
Anticipate and identify underwriting and marketing problems with agents and underwriting to aid in policy retention Adherence to pricing documentation, rules and regulations
Support Inland Marine Small Accounts Business Unit (IMExpress) Including creating procedures for our service partners to be able to completely support this BU
Established and maintained strong relationships with agents. Predominately LA agents via multiple annual visits and constant communication
Sales Management Cleanup - Large project of reviewing and correcting all accounts not in adherence with the requirements for pricing and documentation Review current and new procedures for accuracy and to streamline processes across all business centers
Account Manager -Technology
Travelers
06.2013 - 01.2015
Prepare pricing exhibits for new business and renewals (exposures, experience rating, expense models, update account information, etc) Manage account documentation Quote accounts and prepare proposals as well as issuance of Global policies Communicate with brokers and customers to research or resolve issues and respond to inquiries or questions Ensure policy issuance and endorsement processing is completed and premium is billed Provide information for regulatory compliance Provide administrative support as needed
Senior Processing Account Technician
Allianz Global Corporate & Specialty
09.2006 - 06.2013
Account management and procedure development and training of Program accounts Processing intricate policies and underwriting support, including reviewing policy documentation, determining applicable regulations, procedures and special instructions Provide support services, including new business, renewal, and endorsement processing within established service goals Handle cancellations and reinstatements of cancelled policies, as well as PAIR resolution Approve and process risks that fall within established parameters Issue policies through applicable systems, including booking premium Provide SME and Quality support to team
Submission Account Technician Specialist | Allianz Global Corporate & Specialty
Administration and processing service to underwriting, accounts, claims, credit control and brokers/clients Accurate data entry of new business, renewed business and change request applications Maintain assignment spreadsheets for Submission team Support SOX and compliance processes and procedures Develop and maintain relationships with external and internal customers Account management for Hull and Cargo accounts Training for new hire and temporary staff Spearheaded project to become paperless office
Education
Associates of Arts -
Collin County Community College
Frisco, TX
Western International University
Phoenix, AZ
Skills
Marketing Strategies (Pipeline and cross-selling)
Account planning
Customer Relationships
Brand Awareness
Strategic selling (Negotiating pricing, terms and conditions)