Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jennifer Dollard

Plano

Summary

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)
  • Analytical Skills

Timeline

Associate Account Executive

Travelers Insurance
06.2022 - Current

Senior Account Manager - Inland Marine

Travelers
06.2013 - 06.2022

Account Manager -Technology

Travelers
06.2013 - 01.2015

Senior Processing Account Technician

Allianz Global Corporate & Specialty
09.2006 - 06.2013

Associates of Arts -

Collin County Community College

Western International University
Jennifer Dollard