Commercial insurance professional prepared with extensive experience in managing accounts and fostering client relationships. Proven ability to handle complex insurance policies, coordinate renewals, and resolve client issues promptly. Valued for team collaboration, adaptability to changing needs, and results-oriented approach. Skilled in risk assessment, policy analysis, and delivering exceptional client service.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Commercial Lines Account Manager
Brown and Brown of Fort Lauderdale
05.2020 - Current
Collaborated with underwriters and brokers to ensure accurate policy issuance and appropriate coverage levels.
Collected premiums on or before effective date of coverage.
Processed cancellation requests from carriers and provided resolution to maintain financial equity.
Skilled at working independently and collaboratively in a team environment.
Proven ability to learn quickly and adapt to new situations.
Excellent communication skills, both verbal and written.
Educated clients on insurance policies and procedures.
Prepared orders and issued binders, proofs of insurance and endorsements for delivery to clients.
Reviewed audits of policies for accuracy to facilitate corrections between client and carrier.
Maintained consistent knowledge of industry products and attended continuous education events to increase product knowledge.
Conducted comprehensive policy reviews to identify gaps in coverage and recommend appropriate adjustments.
Technical Assistant (for 2 Account Managers)
Brown & Brown Insurance
08.2017 - 05.2020
Provide excellent customer service for our Commercial Lines Clients
Educate the Customers on the line(s) of coverage that they currently have
Submit change request to the Insurance Carriers or Brokers to amend a policy
Complete market submissions for renewals
Send bind request to the Broker or Insurance Carrier to retain coverage for the Insured
Submit and create renewal proposals to the Insureds for the upcoming term
Complete online rating for price quotes on new coverages
Complete invoicing and secure premium for agency billed clients
Checked Worker’s Compensation, Flood, Wind and Bond policies
Provide Insured with Certificates and Evidence of Property
Update Accord based on the Endorsement
Complete Audit Reports and Audit Disputes
Licensed Health Insurance Agent
Simple Health
09.2016 - 08.2017
Completed enrollment process with each potential insured after explaining benefits
Assisted Clients with finding health coverage
Educated Clients about the benefits and cost of their health plans
Licensed Health Insurance Agent (Contract)
Convey Health Solution
08.2015 - 12.2015
Assisted Humana Customers by explaining objectives and benefits of various Insurance Programs within their designated areas
Assessed clients’ requirements and recommended policies based on their needs and budget
Analyzed existing policies and explained details of amount to the insured
Documented Customers’ accounts with relevant information for future references
Customer Service Representative/Provider Relation Representative
Univita Health
04.2014 - 07.2015
Company Overview: Miramar, FL (Company closed)
Provided open communication between the patients’ case worker and home health agency to ensure exceptional service
Implemented a call system that allowed our Home Health Department to garner a great working relationship with our home health agencies
Assisted patients by staffing their care with contracted home health agencies and ensuring that the patient’s file was properly documented
Received inbound calls from both patients and Case Managers regarding patient care and assignment
Provided open communication between Univita Home Health Agencies and Staffers to ensure a smooth process with staffing
Medical Team Lead- Workers Compensation
MTI America, Inc.
10.2004 - 05.2012
Company Overview: Pompano Beach, FL
Provided training in home health and diagnostics for new employees
Maintained a filing system of diagnostics and home health charts
Provided communication and documentation to Case Managers regarding patients’ care in order to ensure excellent service
Implemented vendor contracts in order to expand the company’s network of home health and diagnostic providers
Assisted Accounting Manager with Vendor Payables and Receivables
Education
Bachelor of Arts - Spanish/Pre Med
Buffalo State College
Buffalo, NY
05.2002
Skills
Computer Skills: Microsoft Office (Word, Excel, Outlook), Data Entry, Applied and web research
Account management
Administrative Support
Filing and Electronic Documentation
Record keeping
Proposal writing
Excellent communication
Critical thinking
Active listening
Self motivation
Data entry
Product knowledge
Certification
Certified Insurance Service Representative-completed
Chartered Property Casualty Underwriter (CPCU) - The Institutes-currently taking classes
Timeline
Commercial Lines Account Manager
Brown and Brown of Fort Lauderdale
05.2020 - Current
Technical Assistant (for 2 Account Managers)
Brown & Brown Insurance
08.2017 - 05.2020
Licensed Health Insurance Agent
Simple Health
09.2016 - 08.2017
Licensed Health Insurance Agent (Contract)
Convey Health Solution
08.2015 - 12.2015
Customer Service Representative/Provider Relation Representative
Univita Health
04.2014 - 07.2015
Medical Team Lead- Workers Compensation
MTI America, Inc.
10.2004 - 05.2012
Certified Insurance Service Representative-completed
Chartered Property Casualty Underwriter (CPCU) - The Institutes-currently taking classes
Bachelor of Arts - Spanish/Pre Med
Buffalo State College
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