Insurance
Meghan Taylor
Trucordia
Freeport,TX
Work Preference
Desired Job Title
Commercial Account Manager
Work Type
Full Time
Location Preference
Remote
Experienced with managing commercial accounts and developing client relationships. Utilizes negotiation and strategic planning to address client needs effectively. Track record of delivering tailored solutions and fostering team collaboration.
1
Language
1
Certification
9
years of professional experience
Work History
Commercial Accounts Manager
2 Years
Trucordia - UT | 10.2024 - Current
- Customer Service – Manage accounts
- Compiled loss run reports for client accounts
- Managed payments, invoicing, and accounting processes to maintain financial accuracy.
- Quoting with Progressive, Amwins, CRC, QEO, Coverwhale, Geico, Nirvana, TSG, Western World, Brecht, ETC.
- New Business
- Renewals
- Drafted insurance proposals for prospective clients
- Issue Policies
- Issue late payment notices
- Loss Runs
- Acords / Applications
- Agency System- AMS360
- Certificate of Insurance in AMS & CSR24
- MeshVI – System for changes
- Proposals
- Assisted with onboarding new business accounts
- Managed renewal processes for existing policies
- Excel, Word, Simply Easier, etc.
- Trucking / Transportation / Property – General Liability, Physical Damage, XS AL, XS MTC, Cargo, Workers Compensation, Property, Construction, ETC.
- Addressed client concerns to maintain satisfaction
- Worked remotely from Texas to manage client accounts
- Collaborated with producers to align client needs with service offerings.
Commercial Accounts Manager
1 Year 1 Month
Navsav - Beaumont, TX | 09.2023 - 10.2024
- Managed client policy renewals to ensure continued coverage.
- Quoting
- Processing Payments
- Prepared insurance proposals for client review and approval.
- Proposals
- Certificates of Insurance
- Accord Applications
- Communicated daily with underwriters and companies to facilitate policy binding and renewals.
- Generated insurance quotes based on client requirements.
- Promoted additional insurance products to existing clients.
- Management System: Applied Epic
- Collaborated closely with producers to develop tailored insurance solutions for clients.
Commercial Insurance/ Sales / Marketing
6 Years 8 Months
Southern Insurance Advisors - The Woodlands, TX | 05.2017 - 01.2024
- Sales
- Prospected new business through cold-calling, leveraging lead databases and networking.
- Licensed General Lines Agent- Texas
- Managed renewals to ensure client retention and satisfaction.
- Binding
- Developed and produced marketing commercials to promote brand awareness..
- Executed quoting process across multiple markets to secure competitive rates.
- Executed sales strategies to drive revenue growth.
- Prepared and issued invoices to clients for services rendered.
- Completed Acord forms to facilitate insurance transactions.
- Acords
- Strong communication and interpersonal skills
- Progressive, Berkshire Hathaway, Great West, Nico, Hallmark, Canal, QEO, CRC, Etc.
- Website Design
- SIA-The Woodlands, TX
Education
Humble High School
University of Houston - Houston
High School Diploma
Alpha Omega Academy - Arizona City
01-2004
Graduated
Skills
Closing deals
Building client relationships
Promoting brand awareness
Acquiring clients
Performance tracking
Tracking performance
Brand awareness
Client collaboration
Certification
Property and Casualty General Lines License
Languages
English
Timeline
Commercial Accounts Manager
Trucordia
10.2024 - CurrentRead more
Commercial Accounts Manager
Navsav
09.2023 - 10.2024Read more
Commercial Insurance/ Sales / Marketing
Southern Insurance Advisors
05.2017 - 01.2024Read more
Alpha Omega Academy - High School Diploma,
Read more
University of Houston - ,
Read more
Humble High School - ,
Read more