Julia Allen
Hilliard
Summary
Commercial insurance professional prepared with extensive experience in managing accounts and fostering client relationships. Proven ability to handle complex insurance policies, coordinate renewals, and resolve client issues promptly. Valued for team collaboration, adaptability to changing needs, and results-oriented approach. Skilled in risk assessment, policy analysis, and delivering exceptional client service.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Commercial Lines Account Manager
HUB International Insurance Services
07.2014 - 09.2025
- Collaborated with underwriters to ensure accurate policy issuance and appropriate coverage levels.
- Maintained up-to-date knowledge of industry regulations, staying ahead of potential impacts on client policies.
- Provided training and mentorship to junior account managers, enhancing overall team performance and service quality levels.
- Negotiated competitive insurance rates with carriers, maximizing value for clients.
- Provided informed guidance to assist clients in choosing commercial insurance products to suit business needs.
- Streamlined policy renewals for timely processing, ensuring continuous coverage for clients.
- Improved account retention rates with exceptional customer service skills and prompt issue resolution.
- Conducted thorough risk assessments for potential clients, accurately identifying exposure areas and recommending optimal coverage options accordingly.
- Maintained consistent knowledge of industry products and attended continuous education events to increase product knowledge.
- Enhanced customer satisfaction by efficiently managing commercial lines accounts and promptly addressing client inquiries.
- Maintained required data in agency management system to follow corporate guidelines.
- Prepared customer presentations and demonstrations of products to solicit new business.
- Reviewed audits of policies for accuracy to facilitate corrections between client and carrier.
- Analyzed customer needs to provide customized insurance solutions.
Client Service Manager
Hylant
02.1998 - 07.2014
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Collaborated with cross-functional teams to ensure timely delivery of projects, meeting or exceeding client expectations.
- Delivered outstanding service to clients to maintain and extend relationships for future business opportunities.
- Enhanced client satisfaction by implementing effective communication strategies and addressing concerns promptly.
- Maintained client files with sales contracts, records of client interactions, client notes, and other information.
- Built a strong rapport with key decision-makers within client organizations, fostering trust and long-lasting partnerships.
- Established open lines of communication among team members through regular meetings that fostered collaboration towards shared goals.
- Interacted with clients on regular basis to quickly alleviate issues and provide project updates.
- Resolved escalated issues with professionalism, maintaining client trust and safeguarding the company''s reputation.
Education
Bachelor of Arts - Speech And Hearing Science
The Ohio State University
Columbus, OH12-1995
Skills
- Document management
- Policy analysis
- Claims management
- Marketing expertise
- Account retention
- Coverage negotiation
- Client relationship building
- Teamwork and collaboration
- Customer service
- Problem-solving
- Time management
- Attention to detail
Certification
Certified Risk Manager (CRM)
Certified Insurance Counselor (CIC)
Certified Insurance Service Representative (CISR)
Timeline
Commercial Lines Account Manager
HUB International Insurance Services
07.2014 - 09.2025
Client Service Manager
Hylant
02.1998 - 07.2014
Bachelor of Arts - Speech And Hearing Science
The Ohio State University
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