Kerstin Barnette
Summary
Strategic Commercial Lines Account Manager skilled in applying in-depth knowledge of commercial and personal insurance products to aid clients in protecting assets. Willing and able to implement sales programs initiatives to drive revenue and bring value to the team.
Overview
4
4
years of professional experience
Work History
Commercial Lines Account Manager
Insurance systems group inc
Cleveland, OHIO
07.2022 - Current
- 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.
- Ensured accuracy of all documentation including applications, invoices, certificates of insurance.
- Researched and resolved billing discrepancies in a timely manner.
- Provided guidance to clients regarding best practices for managing their commercial insurance needs.
- Audited client accounts to ensure compliance with carrier requirements.
- Participated in sales presentations with prospects and existing clients.
- Identified cross selling opportunities through analysis of current client portfolios.
- Maintained up-to-date knowledge of industry trends, regulations, products and services offered by carriers.
- Coordinated annual audits for large accounts.
- Responded promptly to inquiries from internal staff and external customers.
- Drafted renewal letters outlining policy changes or updates.
- Prepared financial agreements and invoiced transactions for client accounts.
Licensed Client Service Agent
MMA Insurance
Pickerington, OH
01.2022 - 07.2022
- Built sustainable client relationships built on trust by applying excellent communication and interpersonal skills.
- Documented customer correspondence in CRM to track requests, problems and solutions.
- Delivered high level of service to clients to both maintain and extend relationships for future business opportunities.
- Greeted incoming customers to provide immediate, friendly and knowledgeable support.
- Scheduled and confirmed appointments based on customer availability.
- Supported clients by handling service requests, answering questions and acting as consistent resource.
- Delivered high level of service and support to clients by ensuring that issues were responded to promptly.
- Managed minor issues involving clients and accounts, escalating situations that required additional assistance to office manager for immediate attention.
- Entered all changes to client data into system using EZ Linx
Personal Lines Account Manager
Protect All Insurance
Dublin, OH
07.2021 - 12.2021
- Informed and educated prospects about coverage, changes and exclusions.
- Processed, maintained and prepared new and renewal accounts.
- Kept records and policy renewals up to date.
- Maintained open contact with insurance carriers, policy underwriters and marketing team members.
- Managed personal lines transactions and group activities.
- Conducted annual policy reviews to identify new risk exposures such as no umbrella no life insurance and recommended additional coverage to clients.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Reviewed insurance inquiries, working effectively to accommodate various requests to build agency's reputation as service provider.
- Achieved repeat business and referrals through personalized services.
Commercial Lines Account Manager
Consolidated Insurance Group Inc
Westerville, OH
01.2021 - 07.2021
- Monitored clients' insurance coverages to ensure changing needs were met.
- Reviewed insurance inquiries, working effectively to accommodate various requests to build agency's reputation as service provider.
- Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
- Increased product knowledge and understanding of industry best practices through completion of continuous education.
- Issued policy changes, set up activities in TAM to keep track of assignments, changes, policies etc.
- Managed a book of business worth 11 million with 2 other coworkers
- Assisted Account Executives in the office with certificates, processing renewals, processing policy changes and answering the phones
- Quoting and binding through multiple companies and platforms
- Informed and educated prospects about coverage, changes and exclusions.
- Maintained open contact with insurance carriers, policy underwriters and marketing team members.
- Processed, maintained and prepared new and renewal accounts.
Commercial Lines Account Manager
Leavitt Group Midwest
Upper Arlington, OH
07.2020 - 12.2020
- Managed account territory with approximate value of $500,000.
- Increased product knowledge and understanding of industry best practices through completion of continuous education.
- Analyzed customer needs and provided best options, upselling products and services.
- Cultivated professional relations to establish long-term profitable partnerships.
- Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
- Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
- Improved operations by working with team members and customers to find workable solutions.
- Greeted visitors, assessed needs and directed to appropriate personnel.
- Directed clients to appropriate personnel to address concerns, resolve complaints or answer account-related questions.
- Answered and directed incoming calls using multi-line telephone system.
Education
Property And Casualty License
Exam FX
Health And Life License
Exam FX
Skills
- Agency
- Bind
- Closing
- Clients
- Customer Service
- Filing
- Insurance
- Director
- Marketing
- Policies
- Sales
- Telemarketing
- Phone
- Trainer
- Cold calling
- Portfolio management
- Marketing expertise
- Customer follow-up
- Cross-selling and upselling
- Asset protection expertise
- Policy adjustment knowledge
- Organizational skills
- Team building
- Friendly, positive attitude
- Insurance sales strategy
- Vendor rapport
Interests
EDUCATION/LICENSES & DESIGNATIONS
, Westerville South High School
Valencia Community College
2-20 License & 2-20 General Lines Agent Course
Property & Casualty
Life & Health
Timeline
Commercial Lines Account Manager
Insurance systems group inc
07.2022 - Current
Licensed Client Service Agent
MMA Insurance
01.2022 - 07.2022
Personal Lines Account Manager
Protect All Insurance
07.2021 - 12.2021
Commercial Lines Account Manager
Consolidated Insurance Group Inc
01.2021 - 07.2021
Commercial Lines Account Manager
Leavitt Group Midwest
07.2020 - 12.2020
Property And Casualty License
Exam FX
Health And Life License
Exam FX
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