Senior Commercial Lines Account Manager highly skilled in managing book of business with premium in excess of $2.5M while fostering client retention with expertise in customer service illustrated across 8 years of experience.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Commercial Lines Senior Account Manager
Lebaron & Carroll Insurance
07.2022 - Current
Increased retention rates by establishing trust and rapport with clients through consistent follow-up and attention to detail.
Maintained detailed records of client interactions using Epic agency management system.
Focus on commercial agriculture accounts.
Supported sales team by generating accurate quotes for prospective clients, contributing to increased revenue growth opportunities.
Passed two CIC classes and working to earn CIC designation.
Managed accounts in Utah and Arizona market premium book in excess of $2.5M.
Commercial Lines Account Manager
Behling Perry Insurance
08.2020 - 07.2022
Collaborated with underwriters to ensure accurate policy issuance, renewals and endorsements.
Improved account retention rates with exceptional customer service skills and prompt issue resolution.
Focus on commercial agriculture and construction accounts.
Managed $2M book of commercial accounts.
Commercial Account Manager
Leavitt Group - Dixie Leavitt Agency
07.2016 - 08.2020
Reviewed audits of policies, renewals, endorsements for accuracy to facilitate corrections between client and carrier.
Managed diverse portfolio of commercial accounts, ensuring timely delivery of products and services.
Provided ongoing support to assigned accounts by acting as their primary point of contact for any issues or inquiries.
Experience using AMS360 agency management system.
Education
Bachelor of Science - Political Science
University of Utah
Salt Lake City, UT
05.1997
Certification
Property & Casualty License
CISR Designation
Timeline
Commercial Lines Senior Account Manager
Lebaron & Carroll Insurance
07.2022 - Current
Commercial Lines Account Manager
Behling Perry Insurance
08.2020 - 07.2022
Commercial Account Manager
Leavitt Group - Dixie Leavitt Agency
07.2016 - 08.2020
Bachelor of Science - Political Science
University of Utah
Property & Casualty License
CISR Designation
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