Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Keri Walker

Griffin,GA

Summary

Results-driven Commercial Lines Account Manager with over 20 years of expertise in client retention, insurance compliance, and risk assessment. Proven ability to optimize coverage and manage policies to meet client needs.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Commercial Lines Account Manager

Oakbridge Insurance Agency
Macon, GA
06.2019 - Current
  • Managed client relationships and addressed inquiries regarding commercial insurance policies.
  • Reviewed and processed insurance applications for accuracy and compliance.
  • Coordinated communication between underwriters and clients to ensure coverage needs met.
  • Assisted clients with policy renewals and modifications, ensuring timely updates.
  • Maintained detailed records of client interactions and policy changes within the system.
  • Prepared proposals for new business, renewals and endorsements.
  • Participated in sales presentations with prospects and existing clients.
  • Reviewed client policies and identified areas of potential risk or coverage gaps.

  • Prepared financial agreements and invoiced transactions for client accounts.
  • Developed appropriate quotes based on risk information.
  • Contacted underwriters and submitted forms to obtain binder coverage.

Commercial Lines Account Manager

Greer Insurance Group (Now Oakbridge Insurance)
Griffin, GA
06.2016 - 07.2019
  • Managed client relationships and addressed inquiries regarding commercial insurance policies.
  • Reviewed and processed insurance applications for accuracy and compliance.
  • Coordinated communication between underwriters and clients to ensure coverage needs met.
  • Interviewed prospective clients to obtain data about financial resources and needs.
  • Contacted underwriters and submitted forms to obtain binder coverage.
  • Developed appropriate quotes based on risk information.
  • Monitored clients' insurance coverages to ensure changing needs were met.

Account Manager

State Farm Insurance
McDonough, GA
06.2013 - 06.2016
  • Managed client accounts to ensure comprehensive coverage and satisfaction.
  • Provided expert guidance on insurance products and policy options.
  • Built relationships with clients through effective communication and support.
  • Utilized CRM systems to track client interactions and maintain accurate records.
  • Educated clients on risk management strategies to minimize losses and liabilities.
  • Managed multiple accounts simultaneously while meeting deadlines.

Account Management

State Farm
Ellijay, Georgia
05.2007 - 02.2013
  • Developed relationships with clients through proactive account management techniques.
  • Provided guidance on best practices related to account management processes such as billing cycles and invoicing procedures.
  • Managed personal lines insurance policies for diverse clients.
  • Assisted clients with policy inquiries and coverage options.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Calculated premiums and established payment methods, receiving customer payments and issuing receipts.

Account Manager

State Farm
Griffin, GA
03.2005 - 05.2007
  • Managed client accounts to ensure comprehensive coverage and satisfaction.
  • Reviewed and updated client information in management systems.
  • Provided customer service to clients, including answering questions and resolving issues.
  • Processed changes to existing policies, such as cancellations, endorsements, reinstatements and renewals.

Brokerage Assistant

Gresham Associates
McDonough, GA
01.2001 - 01.2005
  • Coordinated daily communication between brokers and clients for service efficiency.
  • Maintained organized records of transactions and client interactions using CRM systems.
  • Supported brokers in executing trades and managing investment portfolios effectively.
  • Reviewed and analyzed brokerage accounts for discrepancies in order to ensure accuracy of data.
  • Managed daily administrative tasks such as filing documents and updating databases.

Education

Associate of Science -

Gordon College & State University
Barnesville, GA

Skills

  • Policy management
  • Insurance compliance
  • Client retention
  • Risk assessment
  • Coverage optimization
  • Time management
  • Marketing initiatives
  • Applied Epic Agency Management System
  • Microsoft Outlook
  • Microsoft Teams
  • Team collaboration
  • Relationship building
  • Coverage analysis

Certification

  • Georgia Property & Casualty & Life & Health Insurance License
  • Alabama Property & Casualty Sub-Agent Insurance License
  • Mississippi Property & Casualty Sub-Agent Insurance License
  • North Carolina Property & Casualty Sub-Agent Insurance License
  • South Carolina Property & Casualty Sub-Agent Insurance License
  • Tennessee Property & Casualty Sub-Agent Insurance License

References

References available upon request.

Timeline

Commercial Lines Account Manager

Oakbridge Insurance Agency
06.2019 - Current

Commercial Lines Account Manager

Greer Insurance Group (Now Oakbridge Insurance)
06.2016 - 07.2019

Account Manager

State Farm Insurance
06.2013 - 06.2016

Account Management

State Farm
05.2007 - 02.2013

Account Manager

State Farm
03.2005 - 05.2007

Brokerage Assistant

Gresham Associates
01.2001 - 01.2005

Associate of Science -

Gordon College & State University

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