Katie Moran
Senior Account Manager
Aptos,USA
Summary
To obtain a full time position as a Property & Casualty Sales & Service Representative that will be both challenging and rewarding.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Senior Account Executive
Gallagher
05.2022 - 11.2022
- Duties Included but not limited to: Maintain a Large Premium & Revenue Book of Business for Large Commercial Construction Industry. Negotiated strategic and cost effective insurance programs for clients, writing all commercial lines, concentrating mostly on Large Construction.
Account Manager
Frank Vitale Insurance Agency
01.2022 - 05.2022
- Duties Included but not limited to: Maintain a Large Premium & Revenue Book of Business for both Personal Lines & Commercial Lines. Negotiated strategic and cost effective insurance programs for clients, writing all commercial lines, concentrating mostly on construction, LRO’s and Personal Lines. Responsible for new business as well as expanded new business while maintaining a large renewal book of business. Excellent understanding of client’s Commercial & Personal exposures and knowledge of the standard insurance markets as well as wholesale placements.
Account Manager
Walthall Sachse & Pipes
01.2019 - 03.2020
- Duties Included but not limited to: Maintain a Large Premium & Revenue Book of Business for the Commercial Industry. Negotiated strategic and cost effective insurance programs for clients, writing all commercial lines, concentrating mostly on construction, oil & gas & large commercial auto accounts. Responsible for new business as well as expanded new business while maintaining a large renewal book of business. Excellent understanding of client’s commercial exposures and knowledge of the standard insurance markets as well as wholesale placements. Additionally, I was the lead of two major projects that were highly successful for the office. I was responsible for introducing and teaching all the staff CSR24 to use internally as well as setting up all clients to use the CSR24 Portal to view Certificates of Insurance, Policies, Endorsements etc. Lastly, I was the lead of migrating our office from TAM/Applied to EPIC. I lead weekly training sessions with the whole office in addition to working with a small team three days a week to help with the conversion process.
Assistant Vice President
Marsh
10.2014 - 01.2019
- Duties Included but not limited to: Maintain a Large Premium & Revenue Book of Business for Commercial Insurance for High Net worth Individuals. Negotiated strategic and cost effective insurance programs for clients, writing all commercial lines in all 50 States. Responsible for new business as well as expanded new business while maintaining a large renewal book of business. Excellent understanding of client’s commercial exposures and knowledge of the insurance marketplace. Continuingly building relationships throughout the industry to grow professionally. Licensed in all 50 States.
Associate Account Executive
Crystal & Company
07.2010 - 07.2014
- Duties included but not limited to: First point of contact for property and casualty clients for policy sales, retention and adjustments for General Liability Auto, Property and Umbrella Insurance for Financial Institution Groups. Personally managed underwriting relationships with multiple insurance carriers. Underwrote accounts to understand the risk to companies and to clients. Build relationships to understand client needs and provide appropriate products and services. Issued certificates of insurance, processed client endorsements, responsible for day-to-day activities; processed daily mail, front end scanning for paperless document retention.
Commercial Assistant/Account Manager
ISU Francis-Pinney Insurance
01.2009 - 06.2010
- Duties included but not limited to: First point of contact for property and casualty clients in a call center environment. Responsible for data entry and communication documents for commercial and personal lines Customer Service Representatives. Provided excellent customer service for property and casualty clients with strong written and verbal communication. Issued certificates of insurance, processed client endorsements, responsible for day-to-day activities; ordered office supplies, processed daily mail, front end scanning for paperless document retention.
Administration Assistant
Pinney Insurance Services
03.2007 - 08.2007
- Duties included but not limited to: Handled all Internet leads and their processing, ordered medical exams, data input, scrubbing applications, backup receptionist.
Head Teller
San Luis Trust Bank
09.2005 - 12.2006
- Duties included but not limited to: Excellent customer service, cash handling, cash transactions, daily work call back, domestic/international wires, opened new customer accounts, closed customer accounts, balanced internal bank accounts and operated switchboard.
Education
Cuesta College
San Luis Obispo, CAundefined
Sierra College
Rocklin, CAProfessional License - undefined
Skills
- Current California Residential Property and Casualty License
- Comprehensive knowledge of all Commercial products; Experience in Personal Lines
- Sales and service excellence
- Proficient in Microsoft Office Suite
- Experience with EPIC, TAM/Applied, CSR24, Sagitta, Salesforce, Velocity, Agency Pro
- Client relationship management
- Successful delivery of business growth objectives
- Strategic account oversight
- Business growth initiatives
- Strong interpersonal skills
- Enthusiastic team collaborator
- Effective team engagement
Certification
- Licensed [Property & Casualty] - 2008-Current
- Licensed [Property & Casualty] - in all 50 States
Timeline
Senior Account Executive
Gallagher
05.2022 - 11.2022
Account Manager
Frank Vitale Insurance Agency
01.2022 - 05.2022
Account Manager
Walthall Sachse & Pipes
01.2019 - 03.2020
Assistant Vice President
Marsh
10.2014 - 01.2019
Associate Account Executive
Crystal & Company
07.2010 - 07.2014
Commercial Assistant/Account Manager
ISU Francis-Pinney Insurance
01.2009 - 06.2010
Administration Assistant
Pinney Insurance Services
03.2007 - 08.2007
Head Teller
San Luis Trust Bank
09.2005 - 12.2006
undefined
Sierra College
Professional License - undefined
Cuesta College
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