Julie Delaney
Fisher,IL
Summary
Professional Client Manager skilled at managing client relationships and developing a keen understanding of corporate and marketing objectives to develop and deliver high-impact results. Independently manages multiple priorities and deadlines through hard work and dedication.
Overview
1
1
Certification
25
25
years of professional experience
Work History
Commercial Lines Client Manager
The Baldwin Group
Oklahoma City, Oklahoma
07.2023 - Current
- Manage client relationships for Baldwin Group insurance and risk programs.
- Coordinate policy renewals with carriers and internal service teams to ensure timely coverage updates
- Review client accounts for coverage needs and service updates, enhancing client satisfaction
- Review client contracts to verify coverage prior to issuing Certificates of Insurance
- Mentor and train assigned analyst on specific client accounts to enhance their skills.
- Transact invoices and manage accounts payable while reconciling accounting discrepancies to maintain financial accuracy
Commercial Lines Account Executive
Insurance Providers Group
Champaign, Illinois
09.2001 - 06.2023
- Managed a diverse portfolio of commercial clients across industries such as education, healthcare, hospitality, construction, and real estate
- Negotiated competitive quotes and renewal terms with insurance partners to secure favorable coverage for clients
- Developed proposals and coverage comparisons to facilitate informed discussions with clients
Education
Rantoul Township High School
Rantoul, ILAssociate of Science -
Parkland Community College
Champaign, ILBachelor of Science -
Illinois State University
Normal, ILSkills
- Insurance Software
- Policy Management
- Client relationship management
- Problem solving
- Adaptability
Certification
- CIC - Certified Insurance Counselor - earned 8/25/22
- CSRM - Certified School Risk Manager - earned 4/20/12
- CISR - Certified Insurance Service Representative - earned 10/15/03
References
References available upon request.
Timeline
Commercial Lines Client Manager
The Baldwin Group
07.2023 - Current
Commercial Lines Account Executive
Insurance Providers Group
09.2001 - 06.2023
Rantoul Township High School
Associate of Science -
Parkland Community College
Bachelor of Science -
Illinois State University