Julie M Thomas
Huntington Beach,Ca
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
22
22
years of professional experience
Work History
Commercial Lines Account Manager
Remote-Temporary Assignment
Huntington Beach, CA
07.2023 - 02.2024
- Reviewed client policies and identified areas of potential risk or coverage gaps.
- Prepared proposals for new business, renewals and endorsements.
- Negotiated terms and conditions on behalf of clients with carriers.
- Provided guidance to clients regarding best practices for managing their commercial insurance needs.
- Ensured accuracy of all documentation including applications, invoices, certificates of insurance.
- Researched and resolved billing discrepancies in a timely manner.
- Assisted customers in filing claims as needed.
- Responded promptly to inquiries from internal staff and external customers.
Commercial Lines Account Manager
Remote Temporary Assignment
Huntington Beach, CA
02.2023 - 07.2023
- Prepared proposals for new business, renewals and endorsements.
- Negotiated terms and conditions on behalf of clients with carriers.
- Ensured accuracy of all documentation including applications, invoices, certificates of insurance.
- Researched and resolved billing discrepancies in a timely manner.
Commercial Lines Account Manager
Patriot Growth Insurance Services
Laguna Hills, CA
07.2021 - 02.2023
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Reviewed client policies and identified areas of potential risk or coverage gaps.
- Prepared proposals for new business, renewals and endorsements.
- Negotiated terms and conditions on behalf of clients with carriers.
- Conducted account reviews to identify opportunities for additional revenue or cost savings.
- Provided guidance to clients regarding best practices for managing their commercial insurance needs.
- Ensured accuracy of all documentation including applications, invoices, certificates of insurance.
- Researched and resolved billing discrepancies in a timely manner.
- Maintained up-to-date knowledge of industry trends, regulations, products and services offered by carriers.
- Audited client accounts to ensure compliance with carrier requirements.
Commercial Lines Account Manager
Temporary Assignment-Remote Position
, CA
10.2020 - 07.2021
- Prepared proposals for new business, renewals and endorsements.
- Negotiated terms and conditions on behalf of clients with carriers.
- Provided guidance to clients regarding best practices for managing their commercial insurance needs.
- Ensured accuracy of all documentation including applications, invoices, certificates of insurance.
- Drafted renewal letters outlining policy changes or updates.
- Responded promptly to inquiries from internal staff and external customers.
- Counseled prospects and policyholders on coverage, limits and regulations.
Commercial Lines Senior Account Manager
Alera Group Inc.
Newport Beach/Irvine, CA
09.2017 - 10.2020
- Reviewed renewal applications for accuracy before submitting them to underwriters.
- Monitored renewals to verify that they were issued in a timely manner.
- Ensured all policies met state filing requirements as well as company guidelines.
- Responded quickly to customer inquiries regarding coverage options or policy changes.
- Managed account territory with approximate value of $700,000.
- Explained coverage options to potential policyholders, answering questions or concerns.
Senior Account Executive
TDW Risk formerly a United Agencies, Inc. affilate
Irvine, CA
04.2014 - 09.2017
- Market, placement and service new and existing select and middle market accounts.
- Collaborated with new customers to give details about company offerings.
- Reviewed accounts for delinquencies and other ongoing issues.
- Strengthened online presence to capitalize on emerging trends.
- Input customer order details into system, accepted payments and updated accounts.
- Estimated and quoted prices, credit and contract terms, warranties and delivery dates.
- Deepened relationships with account business by applying strong communication skills, excellent follow-through and industry knowledge.
Commercial Account Manager
Brown and Brown Insurance, Inc.
Perrysburg And Orange, OH And CA
11.2010 - 04.2014
- Ohio: $600,000 revenue book of business Focus on construction, restaurants, hospitality, manufacturing and non-profits All aspects of servicing existing commercial insurance policies.
- Assist producers in marketing of new and renewal business.
- Implemented new processes, using our Agency Management system to increase efficiency.
- In-house education coordinator and Internal Operations Liaison for Quality Control.
- Performed risk exposure analysis and annual reviews of accounts, increasing retention of current clients.
- Explored market opportunities by building relationships with community businesses.
Senior Compliance Manager
ConfirmNet Corporation now EBIX, Inc.
San Diego, Maumee, CA, OH
04.2007 - 11.2010
- Work closely with Risk Management departments in a consulting capacity.
- Track and review certificates of insurance from vendors, tenants or manufacturers.
- Performed contract revues.
- Created and managed training classes to educate new hires and existing employees about compliance concerns.
- Met with clients to implement best practice, project-manage needs and implement process improvements.
- Performed consistently with all quality objectives, including planning, control and optimization strategies.
- Executed successful compliance monitoring and risk assessment programs.
Commercial Insurance Account Manager
Hub Int'l formerly Goreham, Moore & Associates
San Diego, Ca
04.2002 - 04.2007
- 700,000 revenue book of business Coordinated the servicing and renewal of existing insurance policies.
- Focus on construction, restaurants, hospitality, manufacturing and non-profits Implemented marketing strategies for new business.
- Developed new insurance programs for artisan contractors.
- Support our contractors we insure by reviewing contracts for eligibility.
- Streamlined operational efficiencies by researching problems and delivering speedy issues resolution.
- Engaged customers and provided high level of service by carefully explaining details about documents.
Education
Property & Casualty License-California CISR, CRIS, CLIC, ACE, SSGBC Designations Paralegal Degree Program-Certification Cuyamaca College AA Business SDSU College of Extended Studies US-Ca-San Diego -
Skills
- EPIC, The Applied Manager, AMS 360
- Microsoft Office Suite
- Consulting
- Contracts
- Customer service
- Team lead
- Marketing strategies
- Paralegal
- Processes
- Quality Assurance
- Quality Control
- Risk Management
- Issue resolution
- Goal-oriented
- Staff development/training
- Coordinating paperwork
- Project Management
- Excellent communication skills
- Account management
- Customer relationships
- Customer Service
- Internet savvy
- Compliance requirements
- Strong lead development skills
Timeline
Commercial Lines Account Manager
Remote-Temporary Assignment
07.2023 - 02.2024
Commercial Lines Account Manager
Remote Temporary Assignment
02.2023 - 07.2023
Commercial Lines Account Manager
Patriot Growth Insurance Services
07.2021 - 02.2023
Commercial Lines Account Manager
Temporary Assignment-Remote Position
10.2020 - 07.2021
Commercial Lines Senior Account Manager
Alera Group Inc.
09.2017 - 10.2020
Senior Account Executive
TDW Risk formerly a United Agencies, Inc. affilate
04.2014 - 09.2017
Commercial Account Manager
Brown and Brown Insurance, Inc.
11.2010 - 04.2014
Senior Compliance Manager
ConfirmNet Corporation now EBIX, Inc.
04.2007 - 11.2010
Commercial Insurance Account Manager
Hub Int'l formerly Goreham, Moore & Associates
04.2002 - 04.2007
Property & Casualty License-California CISR, CRIS, CLIC, ACE, SSGBC Designations Paralegal Degree Program-Certification Cuyamaca College AA Business SDSU College of Extended Studies US-Ca-San Diego -
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