Michaela Bernier
Orlando
Summary
Dynamic Account Executive with a proven track record at Marsh & McLennan, excelling in client engagement strategies and relationship management. Enhanced team performance through mentoring while delivering exceptional service. Skilled in negotiating optimal coverage solutions, ensuring client satisfaction and agency profitability. Committed to fostering long-lasting partnerships and driving business success.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Account Executive
Marsh & McLennan
05.2003 - Current
- Performs a review of each line of business to determine possible coverage gaps and recommended enhancements .
- Underwrites risk per companies marketing procedures, utilizing agency resources and relationships to fully identify all available standard and non-standard carriers, programs, etc. for each line of business.
- Submits account to viable markets and negotiates best coverage, price, terms and conditions assuring reasonable profitability to the company while providing the best coverage to suit client’s needs.
- Compiles quotations, proposals, schedules of insurance and applications/required forms.
- Makes recommendations, based on client’s exposures and quotes being presented to client/prospect, suggesting changes, additions, and/or deletions when appropriate.
- Presents proposal and discusses coverage(s) with client when appropriate.
- Establish long-lasting relationships with key decision-makers within client organizations, solidifying the company's reputation as a trusted partner in their respective industries.
- Organizes client meetings and follow-ups to ensure satisfaction and retention.
- Supports sales team by preparing presentations and marketing materials.
Assistant Director of Client Services
Risk Transfer
08.2001 - 05.2003
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Trained, led, and developed client services team and instilled knowledge and skills to execute business strategies and deliver maximum customer satisfaction to maintain profitability.
- Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
- Developed strategic initiatives to enhance service delivery and operational efficiency.
Education
Associate of Science - General Studies
Educated in Germany
Munich, GermanySkills
- Client engagement strategies
- Service excellence
- Client account management
- Relationship management
- Efficient pipeline coordination
- Clear and concise communication
- Client support
Certification
- 220 Property Casualty Insurance License
- Associate in Insurance Services (AIS)
- Certified Insurance Service Representative (CISR)
- Professional in Insurance Account Management (PIAM)
Languages
German
Full Professional
English
Full Professional
Timeline
Account Executive
Marsh & McLennan
05.2003 - Current
Assistant Director of Client Services
Risk Transfer
08.2001 - 05.2003
Associate of Science - General Studies
Educated in Germany
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