Open To Work
Marianne Keehle
Webster
Work Preference
Summary
Experienced Property & Casualty professional with over 10 years managing commercial accounts for small to mid-sized businesses in various sectors. Specializes in closing coverage gaps, negotiating favorable renewal terms, and enhancing client retention through custom risk management programs and effective communication.
Overview
1
1
Certification
12
12
years of professional experience
Work History
Select Business Account Manager
Patriot Growth Insurance Services LLC
Garden City
08.2024 - Current
- Provided comprehensive insurance advice to effectively manage client accounts.
- Coordinated with underwriters to assess risks and identify suitable coverage options.
- Analyzed client portfolios, recommending enhancements to address coverage gaps.
- Oversaw renewal processes for existing client accounts, consistently meeting deadlines.
- Reviewed policy documents to ensure compliance with regulations and specifications.
- Maintained precise records of client accounts, including policy documents and invoices.
- Assisted in claims processing by gathering necessary documentation.
- Developed relationships with key contacts at brokers, insurers, and vendors.
Marketing Specialist
Michael G Montag Insurance Agency
Rochester
05.2014 - 08.2024
- Marketed new and renewal insurance accounts to carriers, enhancing client options and coverage competitiveness.
- Negotiated premiums, terms, conditions, and enhancements with underwriters to secure favorable agreements for clients.
- Identified alternative markets to provide competitive coverage options when existing carriers were insufficient.
- Analyzed carrier quotes, coverage forms, endorsements, and pricing structures.
- Prepared and submitted comprehensive underwriting submissions.
Education
Associate - Business Management
Monroe Community College
Rochester, New YorkSkills
- Agency management expertise
- Epic and TAM proficiency
- Negotiation skills
- Problem solving
- Detail orientation
- Microsoft Outlook skills
- Reliability
- Communication skills
- Risk assessment
Certification
New York Property & Casualty Insurance License
Areas of Expertise
- Client Relationship Management
- Consultative Communication
- Coverage Analysis
- Renewals & Negotiation
- Account Management
- Customer Service & Retention
- Policy Review & Endorsements
- Carrier Management & Negotiation
- Commercial Lines
- Certificates of Insurance
Timeline
Select Business Account Manager
Patriot Growth Insurance Services LLC
08.2024 - Current
Marketing Specialist
Michael G Montag Insurance Agency
05.2014 - 08.2024
Associate - Business Management
Monroe Community College