Melanie Fitzgerald
Jenks,OK
Summary
Experienced Account Executive with a strong background in commercial insurance account management. Efficiently manages client communications and policy administration for accurate and timely service delivery. Demonstrates expertise in risk assessment and claims management, prioritizing the cultivation of strong client relationships and maintaining high levels of client satisfaction.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Account Manager
Relation Insurance Services
09.2023 - Current
- Conducted comprehensive risk assessments for prospective clients, tailoring coverage recommendations based on unique requirements.
- Developed strong working relationships with carriers, fostering a network of resources and support for clients'' insurance needs.
- Ensured compliance with state regulations by maintaining current knowledge of relevant laws and guidelines governing commercial insurance practices.
- Promoted a culture of collaboration by actively participating in team meetings and sharing ideas to improve overall performance.
- Prepared thorough proposals that effectively communicated policy features, benefits, and pricing information to potential clients.
- Collaborated with underwriters to negotiate competitive rates for clients, ensuring optimal coverage at the best price.
- Identified cross-selling opportunities to expand existing accounts, driving revenue growth for the agency.
- Served as a trusted advisor to both internal team members and external partners by sharing industry insights and best practices related to commercial insurance management.
- Provided ongoing support to clients through regular communication and updates on policy changes or industry developments.
Office Manager
GDP Drilling, LLC
03.2022 - 09.2023
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
- Improved team morale and cohesion with regular team-building activities and open communication channels.
- Streamlined document handling and processing, reducing turnaround time for client inquiries and requests.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Account Executive
Leavitt Great West Insurance
10.2017 - 03.2022
- Overseeing and maintaining commercial book of business; manage and process yearly renewals; maintain consistent documentation within Agency Management Systems; Familiarity with markets both admitted and E&S; Exceptional Customer Service building client relationships; Effective team collaboration; Policy modification & endorsements
Education
Bachelor of Science - Elementary Education
MSU - Billings
Billings, MT12.2005
Master of Science - Education
Walden University
Minneapolis, MN04-2011
Skills
- Professional Etiquette
- Proficient in MS Office Programs
- Proficient in AMS and Image Right Agency Management Systems
- Action Orientated
- Understanding & Adaptability
- Highly Motivated
- Applied Learning Ability
- Strong Communication & Organizational Skills
Leadership Experience
Identified complex problems and reviewed related information to develop and evaluate options and implement solutions.
Roles And Responsibilities
- Overseeing and maintaining commercial book of business
- Manage and process yearly renewals
- Maintain consistent documentation within Agency Management Systems
- Familiarity with markets both admitted and E&S
- Exceptional Customer Service building client relationships
- Effective team collaboration
- Policy modification & endorsements
Communication Skills
Promoted positive and constructive communication to understand points being made, asking questions as appropriate.
Certification
- Property and Casualty License - Oklahoma Department of Insurance. License Number 3001398826
- Certified Insurance Service Representative - The National Alliance for Insurance Education & Research March 2019
Timeline
Account Manager
Relation Insurance Services
09.2023 - Current
Office Manager
GDP Drilling, LLC
03.2022 - 09.2023
Account Executive
Leavitt Great West Insurance
10.2017 - 03.2022
- Property and Casualty License - Oklahoma Department of Insurance. License Number 3001398826
- Certified Insurance Service Representative - The National Alliance for Insurance Education & Research March 2019
Bachelor of Science - Elementary Education
MSU - Billings
Master of Science - Education
Walden University
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