Summary
Overview
Work History
Skills
Certification
References
Timeline
Generic

Jocelyn Yarnell

Olathe,KS

Summary

Experienced Account Executive with a strong track record in managing high-profile client portfolios and achieving high retention rates. Proficient in time management and organizational strategies, enhancing customer satisfaction through effective communication and problem-solving. Skilled in negotiating optimal coverage terms and conducting comprehensive risk assessments to ensure client needs are met.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Account Executive

Lockton Companies, LLC
Kansas City, MO
07.2024 - Current
  • Oversee the renewal process for existing and prospective client accounts, ensuring that all deadlines are met.
  • Oversee customer inquiries regarding billing issues, claims status updates, and policy changes.
  • Build appropriate submissions to ensure proper coverage that is aligned with insured exposures and risk appetite. Negotiating terms and conditions of policies with underwriters for optimal coverage and pricing.
  • Identify gaps in coverage, and formulate strategic recommendations to address needs accordingly.
  • Prepare proposals and present coverage options to clients, addressing questions and concerns.
  • Maintain the organization of client files to ensure the accuracy of policy information.
  • Exhibit strong problem-solving skills, addressing issues promptly, and proficiently.
  • Collaborate with team members to fulfill project objectives, and maintain deadlines.
  • Manage time effectively to ensure tasks are completed on schedule, and deadlines are met.

Senior Account Manager

Lockton Companies, LLC
Kansas City, MO
07.2022 - 07.2024
  • Managed the renewal process for existing and prospective client accounts, ensuring all deadlines are met.
  • Negotiated with underwriters on behalf of clients to secure the most competitive terms and pricing.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Analyzed and assessed risk exposures to ensure proper coverage was in place.
  • Provided ongoing training support for junior members of staff.

Account Manager

Lockton Companies, LLC
Kansas City, MO
06.2021 - 07.2022
  • Managed renewal process for existing client accounts, ensuring all deadlines are met.
  • Submitted market proposals, evaluated quotes, negotiated terms, and finalized agreements.
  • Developed appropriate quotes based on risk information.
  • Responded promptly to customer inquiries concerning their coverage or claims status.

Account Administrator

Lockton Companies, LLC
Kansas City , MO
09.2017 - 06.2021
  • Ensured that all documents related to commercial accounts were properly filed and organized.
  • Worked effectively in team environments to make the workplace more productive.
  • Identified needs of customers promptly and efficiently.

Technical Services Assistant

Lockton Companies, LLC
Kansas City , MO
09.2016 - 09.2017
  • Disbursed certificates of insurance to internal account teams and external clients.
  • Processed renewals, guaranteeing issuance of insurance renewal certificates prior to expiration.

Skills

  • Customer service
  • Client account management
  • Time management
  • Collaborative teamwork
  • Effective communication
  • Organizational skills

Certification

  • Bachelor of Arts in General Studies, University of Kansas, Lawrence, KS (December 2019)
  • RPLU Designation (December 2024)

References

References available upon request.

Timeline

Account Executive

Lockton Companies, LLC
07.2024 - Current

Senior Account Manager

Lockton Companies, LLC
07.2022 - 07.2024

Account Manager

Lockton Companies, LLC
06.2021 - 07.2022

Account Administrator

Lockton Companies, LLC
09.2017 - 06.2021

Technical Services Assistant

Lockton Companies, LLC
09.2016 - 09.2017

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Jocelyn Yarnell