Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Megan Humphrey

Summary

Detail-oriented and client-focused Commercial Lines Insurance Account Manager with over [X] years of experience managing diverse commercial insurance portfolios. Adept at policy administration, client relations, and regulatory compliance. Proven track record in building strong relationships with clients and underwriters.

Overview

21
21
years of professional experience
1
1
Certification

Work History

Commercial Lines Account Manager

Insurance Company
07.2004 - Current
  • Managed client accounts, ensuring compliance with commercial insurance policies and regulations.
  • Developed tailored insurance solutions to meet diverse client needs and risk profiles.
  • Coordinated communication between clients and underwriters, facilitating timely policy issuance.
  • Analyzed market trends to inform strategic recommendations for clients' insurance portfolios.

Senior Commercial Lines Account Manager
ABC Insurance Agency | New York, NY | Jan 2020 – Present
• Manage $4M+ commercial lines portfolio across various industries
• Coordinate renewals, endorsements, and audits to ensure service excellence
• Collaborate with underwriters and producers to customize coverage solutions
• Achieved a 98% retention rate through strategic client engagement
• Mentor junior team members on workflow and client service best practices

Commercial Lines Account Manager
XYZ Brokerage Services | Boston, MA | Jun 2015 – Dec 2019
• Managed mid-sized accounts up to $500K in premium
• Provided expert consultation on policy terms and risk management
• Maintained system accuracy and ensured timely processing of transactions
• Liaised between clients and carriers on claims and policy servicing

Education

Del Oro High School
Loomis, CA

Skills

  • Commercial Property & Casualty Insurance
  • Risk Assessment & Coverage Analysis
  • Policy Renewals & Endorsements
  • Client Retention & Service
  • Claims Support & Processing
  • Compliance & Documentation
  • AMS360, TAM, Epic, Sagitta
  • Microsoft Office Suite, DocuSign

Certification

Property & Casualty Insurance License

Timeline

Commercial Lines Account Manager

Insurance Company
07.2004 - Current

Del Oro High School