John M. Kern
Dallas
Summary
Dynamic Commercial Lines Account Executive with a proven track record within the insurance industry, excelling in risk assessment and client relationship management. With seven years of experience in the insurance industry, a Commercial Lines Coverage Specialist (CLCS) designation, and both P&C and L&H licenses, I am well-equipped and eager to bring my expertise to your team.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Commercial Lines Account Executive, Team Lead
Marsh & McLennan
08.2023 - Current
- Train and act as a mentor for new hires.
- Be the team's trusted source for problem-solving and support.
- Build and maintain strong relationships with commercial clients to understand their insurance needs.
- Assess risks and recommend appropriate insurance products tailored to an insured's needs.
- Negotiate policy terms, coverage, and pricing with underwriters to secure the best options for clients.
- Prepare and present customized insurance proposals to new and existing clients.
- Collaborate with internal teams (marketing, accounting, sales associates) to deliver top-tier service.
Commercial Lines Account Executive
Marsh & McLennan
03.2023 - 08.2023
- Build and maintain strong relationships with commercial clients to understand their insurance needs.
- Assess risks and recommend appropriate insurance products tailored to an insured's needs.
- Negotiate policy terms, coverage, and pricing with underwriters to secure the best options for clients.
- Prepare and present customized insurance proposals to new and existing clients.
- Collaborate with internal teams (marketing, accounting, sales associates) to deliver top-tier service.
Commercial Lines Account Manager
Marsh & McLennan
01.2020 - 03.2023
- Maintain accurate records of client interactions, policies, and renewals in CRM software.
- Collaborate with internal teams (underwriters, claims specialists, and risk managers) to deliver top-tier service.
- Ensure policy renewals, endorsements, and claims are handled efficiently.
- Prepare customized insurance proposals to businesses.
Commercial Lines Associate Account Manager
Marsh & McLennan
09.2018 - 01.2020
- Support Account Managers in servicing and managing client insurance policies.
- Assist in preparing quotes, proposals, and policy renewals for clients.
- Process policy endorsements, cancellations, and updates in a timely manner
- Maintain client records and documentation in the agency management system.
Intern
Marsh & McLennan
05.2018 - 08.2018
- Support account managers and producers in reviewing client documents and policy details.
- Maintain and update client records in the agency management system.
- Shadow industry veterans in daily tasks, including traveling to client offices.
- Conduct final project meetings with upper management.
Education
Bachelor of Science - Business Administration; Finance; Risk Management
University of Missouri
Columbia, MO05-2019
Skills
- Strong knowledge of commercial insurance products, underwriting guidelines, and risk assessment
- Excellent communication and relationship-building skills
- Ability to negotiate and close deals effectively
- Proficiency in insurance-related CRM systems and Microsoft Office Suite
- Detail-oriented with strong organizational and time-management skills
- Ability to analyze complex insurance needs and provide tailored solutions
Certification
CLCS- Commercial Lines Coverage Specialist
Property and Casualty Agent License
Life, Accident, Health, and HMO Agent License
Timeline
Commercial Lines Account Executive, Team Lead
Marsh & McLennan
08.2023 - Current
Commercial Lines Account Executive
Marsh & McLennan
03.2023 - 08.2023
Commercial Lines Account Manager
Marsh & McLennan
01.2020 - 03.2023
Commercial Lines Associate Account Manager
Marsh & McLennan
09.2018 - 01.2020
Intern
Marsh & McLennan
05.2018 - 08.2018
Bachelor of Science - Business Administration; Finance; Risk Management
University of Missouri
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