Leslie Jacklin
Acrisure
Corona,CA
28
years of professional experience
Numerous years of experience underwriting, marketing, servicing, and selling commercial lines insurance policies. Strong technical skills utilizing AMS360, Applied TAM and Epic, Nexsure, Sagitta, CSR24, and other client relationship management database systems. Strong knowledge of Windows Outlook, Word, Excel and CRM databases. Strong organizational, communication, writing, customer service and multi-tasking skills. Strong interest to train new hires and less experienced staff to learn how to manage insurance accounts. Detail orientated mindset with the capacity to do coverage comparisons, prepare submissions and proposals, and bind coverages for both new and renewal accounts. Strong analytical skills that allow me to review complex paperwork, interpret the content, and then explain it to others so that they understand it as well. Ability to work independently, self-manage, prioritize my workload and learn new technical programs quickly. Accurate accounts receivable and invoicing skills. High client retention rate.
Work History
Account Executive and Senior Account Manager (Remote Position)
3 Years 8 Months- In this position I handled a book of commercial insurance clients comprised of about 700 policies from Small to Middle Market. I utilized Applied Epic for account management. I handled all aspects of the accounts from marketing, accounting, policy changes, and certificates with little assistance. My retention rate for clients was very high.
Client Manager (Remote Position)
7 Months- In this position I was utilizing Sagitta, Nexsure, and Applied Epic management systems to manage small to middle market commercial lines accounts. I prepared submissions, wrote new business policies, processed renewals, reviewed certificate requests and contract requirements, processed policy changes and quoted new lines of coverage for existing clients. I used several online rating platforms with various insurance companies and reviewed the quotes with clients. I also worked on Excess and Surplus lines accounts and did a medium volume of agency bill invoicing in the 3 management systems with the support of three branches of accounting at the company. I updated my expirations lists for 2 different account management systems daily utilizing Excel spreadsheets to stay organized.
Account Manager
7 Months- In this position I was managing a commercial book of business of approximately 650 policies. I did marketing, prepared submissions and proposals, issued a large volume of certificates, answered a high volume of phone calls, invoiced accounts and followed up for payments, and documented all client activity in the TAM management system.
Client Service Manager
2 Months- In this position I was assisting a Producer with a nationwide healthcare account. My duties included the preparation of submissions and proposals, accounts receivables, marketing, and claims processing.
Account Manager
1 Year 5 Months- In this position I assisted 4 Sales Executives with the marketing, accounting & servicing of small to middle market real estate and general insurance accounts.
- Assisted in the hiring and training of new staff.
- Performed premium allocations and accounts receivable duties.
- Reviewed coverage quotes and prepared proposals of insurance.
- Maintained and documented client accounts in Epic management system.
- Maintained real estate statement of values spreadsheets and certificate templates.
- Coordinated, delegated, and reviewed work projects with other staff members.
- Performed online rating marketing on numerous insurance carrier rating platforms.
- Prepared submissions to send to insurance carriers for quotes.
- I managed a book of business with over 200 policies with a total premium value of around $10,000,000.
Aviation Account Manager
4 Months- Assisted the Director of Aviation with the marketing and servicing of approximately 300 small to middle market Aviation insurance policies. Duties included quoting Aviation policies using Aerorate rating software, presenting quote proposals, ordering certificates of insurance and performing accounts receivable functions.
Commercial Account Representative 2
2 Years 11 Months- Assisted 4 Sales Producers and 10 Account Executives, in two different offices, with the marketing of small to large insurance accounts. My duties included online rating and marketing of all lines of insurance with multiple carriers, customer service, preparing proposals, updating Excel spreadsheets, and processing endorsements and billing accounts.
- Prepared complete submissions for marketing and reviewed company quotes.
- Obtained MVRs and loss runs via online applications and insurance company websites.
- Serviced a small book of accounts.
- Issued Evidence of Property and General Liability Certificates as requested by the Account Executives.
Commercial Lines CSR/Account Manager
5 Years 1 Month- Quoted and sold small commercial policies, prepared proposals, and serviced small business insurance accounts while utilizing insurance company rating software.
- Assisted with the servicing of Middle Market accounts.
- Network administrator for all of the insurance company websites.
- Commercial claims coordinator for all open commercial claims.
- Processed final audits and endorsements and invoiced accounts in a timely manner.
- Met with clients in person to discuss their accounts and to take care of any servicing needs.
Customer Care Representative
1 Year- While working in a high-volume call center environment, I processed personal auto policy changes, answered billing and coverage questions, and cross sold motorcycle insurance.
- Utilized company Windows program to review policy coverages, class code changes, and quote policy endorsements.
- Spent many hours researching underwriting and subsequent billing errors to satisfy customer inquiries and/or complaints.
- Compared company coverages and premiums with competitive quotes that current clients had received from other carriers in an effort to save the account.
Customer Care Representative
3 Years- Provided agency after-hours customer service to nationwide policy holders such as answering billing and coverage questions, gathering information for agents to process endorsements, and processing agent complaints with the home office.
- Assisted the claims department during hurricane season by taking first reports from effected policy holders.
- Researched customer complaints concerning an array of different topics and connected the customers to the appropriate department within Allstate to get a resolution to their problem.
Education
High School
- Attended Chaffey and Riverside Community Colleges
- Active California Property & Casualty license- number 0D53708
- CISR Designee- National Alliance of Insurance Education & Research
Skills
Client relationships
Client relationship building
Team development
Staff training
Customer retention
Sales support
Account management
Client retention
Project oversight
Client service delivery
Computer skills
Task delegation
Positive attitude
Teamwork
Teamwork and collaboration
Customer service
Problem-solving
Time management
Attention to detail
Problem-solving abilities
Multitasking
Reliability
Excellent communication
Organizational skills
Timeline
Account Executive and Senior Account Manager (Remote Position)
Acrisure
09.2022 - 05.2026Read More
Client Manager (Remote Position)
EPIC Brokers & Consultants
07.2021 - 02.2022Read More
Account Manager
Wood Gutmann & Bogart Insurance Brokers
10.2017 - 05.2018Read More
Client Service Manager
Arthur J. Gallagher & Company
01.2017 - 03.2017Read More
Account Manager
Alliant Insurance Services
02.2015 - 07.2016Read More
Aviation Account Manager
Andreini & Company
09.2014 - 01.2015Read More
Commercial Account Representative 2
Wells Fargo Insurance Services USA, Inc. and Appleone Employment Services
12.2009 - 11.2012Read More
Commercial Lines CSR/Account Manager
Arroyo Insurance Services
04.2004 - 05.2009Read More
Customer Care Representative
21st Century Insurance Group
01.2001 - 01.2002Read More
Customer Care Representative
Allstate Insurance Company
01.1998 - 01.2001Read More
Corona High School
High School
Read More