Jonathan McIntosh
Summary
Dynamic commercial lines account manager with a proven track record at Hamby Insurance Agency, excelling in account retention and client services. Expert in policy analysis and risk management, I consistently enhance customer satisfaction while negotiating competitive rates, ensuring optimal coverage and value for clients. Strong communicator dedicated to achieving business goals.
Overview
12
12
years of professional experience
Work History
Commercial-lines-account-manager
Hamby Insurance Agency
01.2022 - Current
- Managed commercial accounts portfolio, consistently exceeding performance targets in new business development and retention metrics.
- Improved account retention rates with exceptional customer service skills and prompt issue resolution.
- Collaborated with underwriters to ensure accurate policy issuance and appropriate coverage levels.
- Streamlined policy renewals for timely processing, ensuring continuous coverage for clients.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Analyzed risk factors to recommend appropriate coverage levels.
- Enhanced customer satisfaction by efficiently managing commercial lines accounts and promptly addressing client inquiries.
- Negotiated competitive insurance rates with carriers, maximizing value for clients.
Commercial Account Specialist
Singer Insurance Agency
06.2017 - 01.2022
- Oversaw the onboarding process for new commercial accounts, ensuring smooth transitions into managed services while minimizing disruptions to client operations.
- Implemented effective risk management strategies to minimize potential losses while maximizing profitability for both the company and clients.
- Streamlined account processes for improved efficiency and increased customer retention.
- Provided comprehensive support for complex projects, ensuring seamless execution and timely completion.
Commercial Insurance Specialist
Farmers Insurance District Office
05.2013 - 06.2017
- Mentored new and existing agents, sharing knowledge and expertise to build a stronger commercial lines agents within the company.
- Worked with agents to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Analyzed risk factors to recommend appropriate coverage levels. teach agents how to prospect, quote and bind and manage commercial insurance accounts.
Education
High School Diploma -
HIll-McCloy High School
Montrose, MI.Skills
- Client services
- Claims management
- Account retention
- Record keeping
- Policy analysis
- Vendor relationship management
- Account management
- Document management
- Quality assurance
- Product recommendations
- Quotes and sales
- Excellent communication
Timeline
Commercial-lines-account-manager
Hamby Insurance Agency
01.2022 - Current
Commercial Account Specialist
Singer Insurance Agency
06.2017 - 01.2022
Commercial Insurance Specialist
Farmers Insurance District Office
05.2013 - 06.2017
High School Diploma -
HIll-McCloy High School
Similar Profiles
Anne Marie HuffAnne Marie Huff
Client Outreach/Appointment Setter/Telemarketer at Acrisure Insurance Agency/Bender Insurance AgencyClient Outreach/Appointment Setter/Telemarketer at Acrisure Insurance Agency/Bender Insurance Agency
Dawn LongoDawn Longo
Commercial Account Executive at Risman Insurance Agency/Hurley Insurance AgencyCommercial Account Executive at Risman Insurance Agency/Hurley Insurance Agency
Shaylee RowlandShaylee Rowland
Paralegal at Hammons Hamby & Price, PLLCParalegal at Hammons Hamby & Price, PLLC
Dawn HatcherDawn Hatcher
Personal Lines/Commercial Lines Senior Account Manager at Farmers Insurance- Corey Desalvo AgencyPersonal Lines/Commercial Lines Senior Account Manager at Farmers Insurance- Corey Desalvo Agency
Gavin HarrisGavin Harris
Commercial Lines Account Manager at Arnold InsuranceCommercial Lines Account Manager at Arnold Insurance