Epic
Meghan Sundergill
Commercial Insurance Account Manager
Frederick,MD
Summary
Results-driven commercial account manager accomplished in marketing for new customers and providing exceptional service to existing clients. Well-versed in different insurance coverages such as construction, real estate, government contractors, non-profits and many other industries. Excellent communication skills in email and over the phone.
Overview
18
18
years of professional experience
2
2
Certifications
Work History
Elite Commercial Insurance Account Manager
The Hilb Group
05.2017 - Current
- Educate clients on insurance policies and procedures.
- Analyze risk factors to recommend appropriate coverage levels.
- Respond to clients requests and update agency management system accordingly.
- Collect premiums on or before effective date of coverage.
- Conduct annual reviews of existing policies to update information.
- Calculate premiums and established payment methods for sales
- Maintain growing book of business with 246 accounts ranging from $30,000 to $1,000,000 in premium.
Commercial Lines Account Manager
ACNB Insurance Group
06.2021 - 09.2023
- New business marketer for four producers.
- Maintained consistent knowledge of industry products and attended continuous education events to increase product knowledge.
- Provided informed guidance to assist producers in choosing commercial insurance products and companies to suit business needs.
- Gathered information, quoted and bound policies with premium size of $5,000 to $500,000.
Commercial Lines Account Manager
Lowe Tillson Insurance
11.2015 - 05.2021
- Educated clients on insurance policies and procedures.
- Finalized sales and collected necessary deposits.
- Processed new and renewal business.
- Met with customers to provide information about products and review their coverages.
Commercial Account Manager
Carmack Insurance
07.2012 - 11.2015
- Processed daily mail, email and phone calls from customers and producers in a timely manor.
- Analyzed client needs to identify coverage solutions and produced policy and quotes.
- Processed renewals and conducted annual reviews
Commercial Accounts Manager
Insurance First
08.2005 - 07.2012
- Analyzed client needs to identify coverage solutions and produced policy and quotes.
- Processed and serviced daily mail, email and phone calls from customers and producers.
- Reviewed audits of policies for accuracy to facilitate corrections between client and carrier.
Education
Bachelor of Science - Business Management And Minor in Human Resources
Towson University
Towson, MD 05.2001 -
Skills
Marketing Strategy Implementation
Organizational Abilities
Decision-Making Capabilities
Client Needs Assessment
Industry Trends
Technical Knowledge
Customer Engagement
Service Marketing
Customer Billing
Customer Follow-Up
Policy Renewals
Customer Account Review
Certification
CISR
Software
AMS 360
Image Right
Word
Outlook
Excel
Timeline
1 Class remaining to earning my CIC
01-2024
Commercial Lines Account Manager
ACNB Insurance Group
06.2021 - 09.2023
Elite Commercial Insurance Account Manager
The Hilb Group
05.2017 - Current
Commercial Lines Account Manager
Lowe Tillson Insurance
11.2015 - 05.2021
CISR
12-2013
Commercial Account Manager
Carmack Insurance
07.2012 - 11.2015
Commercial Accounts Manager
Insurance First
08.2005 - 07.2012
Bachelor of Science - Business Management And Minor in Human Resources
Towson University
05.2001 -