Marlena Pope
Blackduck,MN
Summary
Analytical Professional with expertise in Commercial Insurance. Gifted in evaluating risk and loss potential and developing information for new and renewal policies. Team-oriented with success in building relationships with brokers and sales agents to achieve business goals.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Commercial Lines Senior Account Manager
North Risk Partners, Inc.
07.2018 - Current
- Enhanced client satisfaction by providing exceptional service and addressing complex insurance issues.
- Strengthened relationships with clients through proactive communication and timely responses to inquiries.
- Maintained detailed records of client interactions using agency management systems, ensuring seamless information access for all team members.
- Conducted comprehensive policy reviews to identify potential gaps in coverage and recommend appropriate enhancements.
- Increased retention rates by establishing trust and rapport with clients through consistent follow-up and attention to detail.
- Assisted in new business development efforts by preparing proposals and presentations that showcased the firm''s capabilities.
- Negotiated favorable terms with carriers on behalf of clients, securing optimal coverage at competitive rates.
- Maintained consistent knowledge of industry products and attended continuous education events to increase product knowledge.
- Managed large commercial accounts portfolio, consistently exceeding performance targets in new business development and retention metrics.
- Conducted thorough risk assessments for potential clients, accurately identifying exposure areas and recommending optimal coverage options accordingly.
- Analyzed risk factors to recommend appropriate coverage levels.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Managed a high volume of policy renewals, maintaining strong client relationships through effective communication.
Office Manager/Licensed Sales Producer
Risk Management Services Of Bemidji, Inc.
05.2008 - 07.2018
- Managed office operations while scheduling appointments for department managers.
- Updated reports, managed accounts, and generated reports for company database.
- Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
- Maintained computer and physical filing systems.
- Evaluated employee records and productivity and submitted evaluation reports.
- Delivered performance reviews, recommending additional training or advancements.
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
- Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
- Coached new hires on company processes while managing employees to achieve maximum production.
- Reported to senior management on organizational performance and progress toward goals.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Built long-term relationships with clients through consistent communication, trust-building, and professionalism.
- Participated in industry conferences and workshops to stay updated on market trends, regulations, and emerging products.
- Maintained a high level of industry knowledge through continuous professional development and training courses.
- Negotiated favorable terms with underwriters on behalf of clients, effectively balancing risk mitigation with cost considerations.
- Achieved sales targets consistently by identifying customer needs and offering suitable products and services.
- Researched and identified potential new markets.
- Educated clients on insurance policies and procedures.
- Finalized sales and collected necessary deposits.
- Analyzed risk factors to recommend appropriate coverage levels.
Licensed Insurance Sales Producer
Beltrami Insurance Group
05.2005 - 05.2008
- Achieved sales targets through effective territory management and strategic planning.
- Enhanced product offerings through continuous learning of industry trends and competitor analysis.
- Developed long-lasting partnerships with key clients, resulting in repeat business and referrals.
- Collaborated closely with cross-functional teams to ensure timely delivery of products or services for customer satisfaction.
Education
MBA - Business Administration
Capella University
Minneapolis, MN05.2007
Bachelor of Science - Insurance
Saint Cloud State University
Saint Cloud, MN05.2005
Skills
- Product knowledge
- Team leadership
- Risk assessment expertise
- Client relationship management
- Problem-solving abilities
- Organizational skills
- Adaptability and flexibility
- Conflict resolution
- Competitive Analysis
- Risk Mitigation
- Property and Casualty Insurance
- Insurance Practices
- Exposure Assessment
- Commercial Insurance Coverages
- Risk assessment
- Attention to detail
- Industry knowledge
- Strategic Planning
- Workflow Analysis
- Staff Management
- CRM Systems
- Negotiation
- Underwriting principles
Accomplishments
-Gamma Iota Sigma Alumni
-Speaker Coordinator of the Gamma Iota Sigma Club
Certification
- CIC Designation
- Property and Causalty Producer License
- Life and Health Producer License
- Starting on CRM Designation
Timeline
Commercial Lines Senior Account Manager
North Risk Partners, Inc.
07.2018 - Current
Office Manager/Licensed Sales Producer
Risk Management Services Of Bemidji, Inc.
05.2008 - 07.2018
Licensed Insurance Sales Producer
Beltrami Insurance Group
05.2005 - 05.2008
MBA - Business Administration
Capella University
Bachelor of Science - Insurance
Saint Cloud State University
- CIC Designation
- Property and Causalty Producer License
- Life and Health Producer License
- Starting on CRM Designation
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