Julia Williams
Seville,Ohio
Summary
Dynamic account executive with over 15 years of experience in customer relationship management and staff mentoring. Adept at risk assessment contributing to streamlined operations and impactful reporting for upper management, as well as offering a unique perspective from the underwriting side and the agency side creating a deep insight into strong relationships with customers, carriers and agencies.
Overview
35
35
years of professional experience
Work History
Account Executive/Office Manager
Oxford Risk LLC
Fairlawn, Ohio
08.2016 - Current
- Manage a large book of Commercial Lines Accounts with premiums ranging from $50,000 to $200 +
- Team leader of CSR office staff
- Training of new hires
- Generate reports for upper management review
- Facilitating acquisitions of new agencies
Commercial Team Leader
The Hoffman Group
Medina, Ohio
06.2008 - 08.2016
- Coordinated daily operations to ensure smooth workflow and efficiency.
- Mentored junior staff, providing guidance and support in their roles.
- Managed scheduling to optimize resource allocation and meet deadlines.
- Maintained a positive work environment that promoted collaboration between team members.
- Managed book of Transportation Clients
- Implemented process improvements to streamline operations across the commercial team.
Personal Lines Acct Mgr
Leonard Insurance Services
Canton, Ohio
02.2008 - 06.2008
- Provided exceptional support to customers via phone and email communications.
- Resolved customer inquiries and complaints efficiently and professionally.
- Maintained detailed records of customer interactions and transactions accurately.
Office Administrator
McMichael Insurance
Portage Lakes, Ohio
10.2007 - 02.2008
- Managed administrative tasks to support daily office operations.
- Developed schedules and coordinated meetings for staff and management.
- Implemented filing systems to enhance document organization and retrieval.
- Assisted in maintaining office supplies and inventory management.
- Collaborated with team members to streamline workflow processes effectively.
Agribusiness Underwriter
Westfield Insurance
Westfield Center, OH
12.1990 - 10.2007
- Started in 1990 as a Commercial Typist, then WC, Farm Underwriting began in 1994
- Evaluated insurance applications for risk assessment and coverage approval.
- Analyzed underwriting guidelines to ensure compliance with company standards.
- Collaborated with agents to clarify application details and resolve inquiries.
- Managed policy renewals by assessing changes in risk exposure and conditions.
- Developed underwriting reports to summarize risks and recommendations for management.
- Maintained accurate records of underwriting decisions and communicated them effectively.
- Determined level of acceptable risk by reviewing applications for coverage and loss control reports.
- Underwrote renewals by reviewing premium history, claims history and company financial condition to determine action.
Education
CIC Designation - Insurance
Certified Insurance Counselor
Ohio01-2021
Insurance Representative Certified Ins Cert - Insurance
Certified Insurance Service Representative
Ohio04-2011
Insurance Agent License - Property Casualty Insurance
Hondros College
Canton Ohio06-2008
High School Diploma -
Ravenna High School
Ravenna Ohio06-1986
Skills
- Customer relationship management
- Risk assessment
- Policy writing
- Staff mentoring and management
- Team leadership
- Report generation
- Data analysis
- Problem solving
- Attention to detail
- Training development
- Collaborative teamwork
- Business growth opportunities
- Account planning
Timeline
Account Executive/Office Manager
Oxford Risk LLC
08.2016 - Current
Commercial Team Leader
The Hoffman Group
06.2008 - 08.2016
Personal Lines Acct Mgr
Leonard Insurance Services
02.2008 - 06.2008
Office Administrator
McMichael Insurance
10.2007 - 02.2008
Agribusiness Underwriter
Westfield Insurance
12.1990 - 10.2007
CIC Designation - Insurance
Certified Insurance Counselor
Insurance Representative Certified Ins Cert - Insurance
Certified Insurance Service Representative
Insurance Agent License - Property Casualty Insurance
Hondros College
High School Diploma -
Ravenna High School