Julie Koehn
Canton,KS
Summary
Dynamic Commercial Account Manager with a proven track record in account retention and client relationship development. Expertise in identifying customer needs and delivering tailored solutions, resulting in a significant increase in client satisfaction. Demonstrates exceptional communication and problem-solving skills, fostering collaboration within teams to consistently achieve targets. Committed to driving growth and expanding market presence through strategic account management.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Commercial Account Manager & Team Lead
Relation Insurance Services
Galva, KS
04.2004 - Current
- Specialized in managing insurance policies for the trucking industry, including auto liability, non-trucking use liability, general liability, umbrella/excess policies, and work comp policies.
- Handled comprehensive policy management tasks such as quoting, binding, endorsement changes, renewals, claims processing, and issuing certificates to shippers and loss payees.
- Utilized AMS 360, ImageRight, Microsoft Word, and Excel to efficiently manage and process insurance documentation.
- Assisted clients with completing claim requests, facilitated prompt response from carriers and followed up with claim status.
- Provided leadership and training for new agents and account managers regarding industry best practices and company policies.
- Built and maintained strong relationships with clients through regular follow-ups and excellent customer service.
Education
Diploma - Paralegal
Brown Mackie College
Salina, KS05-1990
High School Diploma -
McPherson High School
McPherson, KS05-1989
Skills
- Policy analysis
- Decision-making
- Task prioritization
- Relationship building
- Organizational skills
- Attention to detail
- Billing inquiries
- Client relations
- Customer account review
- Policy renewals
- Data entry
- Customer billing
- Manage renewals
- Policy changes
- Self motivation
- Team leadership
Certification
- P & C license, obtained 2004
Affiliations
- I am currently working on my PRC designation through the Insurance Professional School / University of Georgia
References
References available upon request.
Timeline
Commercial Account Manager & Team Lead
Relation Insurance Services
04.2004 - Current
- P & C license, obtained 2004
Diploma - Paralegal
Brown Mackie College
High School Diploma -
McPherson High School
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