Over 19 years of performing at a high echelon in this risky and unpredictable field of Insurance sales, and Commercial Account Manager. Having worked as a broker before, I bring knowledge of what the underwriters and insurance companies are looking for to minimize risk, making it easy for me to negotiate great policies and pricing for even the toughest risk. Specialties: Commercial auto, Property & General Liability, Worker's Compensation Coverage, Home, And Personal Auto. Self-motivated brings proven leadership, organizational and customer relations skills. Independently solves problems and keeps teams on task to handle diverse business requirements. History retaining clients and talented staff. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Hi, I’m
Mimi Sharqawi
Commercial Insurance Account Manager / Broker
San Diego,CA
Summary
Overview
20
years of professional experience
Work History
J S Downey Insurance Agency
Independent Commercial Insurance Broker / Multi Lines Insurance Broker
08.2018 - Current
Job overview
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Patra CorporationSan Diego, CA
Commercial Account Manager
03.2016 - 08.2018
Job overview
- Performs the essential functions of the position, which include aiding Sales Executives Account Executives, and clients with service needs and making changes to existing accounts
- Specific service and marketing responsibilities required in this position
- Meets service and sales delivery standards and performs essential functions to the quality and service standards developed by the agency.
HUB InternationalSan Diego, CA
Commercial Account Manager
05.2015 - 06.2016
Job overview
- Supports the Producer in maintaining existing clients by providing technical support and services on assigned (Small – Middle Market) accounts in accordance with agency procedures, manages entire process of new/renewal business, determines premiums, delivers quote presentation to the client, responds to phone calls from clients and companies regarding insurance, claims, or administrative matters, manages account documentation (proposals, policy change, endorsements, Broker or record letters, cancellation/non-renewal of lost accounts, Loss Runs & X-MOD, etc., Online Rating for some Major Carriers, process Premium Final Audit reviews (General Liability and Worker’s Compensation)
- Billing & invoicing agency accounts, cross-selling of insurance products to new and existing clients, training and mentoring new hire Account Assistants., accomplishments Experience working in a paperless agency environment Property and Casualty Demonstrated computer proficiency (Outlook, Microsoft Suite) including agency management systems (EPIC) Currently licensed and in good standing in required lines and states, working on finishing off my CISR designation.
San Diego Insurance StaffingSan Diego, CA
Commercial Account Manager
01.2014 - 04.2015
Job overview
- Processed daily mail, email and phone calls from customers and producers to generate new business.
- Analyzed client needs to identify coverage solutions and produced policy and quotes.
- Prepared customer presentations and demonstrations of products to solicit new business.
- Maintained required data in agency management system to follow corporate guidelines.
Entourage InsuranceLake Elsinore, CA
Commercial Broker/Account Manager
01.2007 - 01.2013
Job overview
- Managed account lead assessments, cross-selling of product lines, and preliminary underwriting
- Provided client relations and support services and worked with small to medium-large accounts
- Generated sales, serviced Client Books and administered renewals and new business utilized knowledge of all commercial lines and excess, surplus lines audited, cross-sold and collected broker's fees prepared BOP, COWs, GL, Property & Casualty, Errors and Omissions used abilities in research, quotation, service offerings, rate negotiations, and reporting demonstrated skills in numerous underwriting guideline
One Stop Insurance AgencyCosta Mesa, CA
Commercial Broker
01.2003 - 01.2007
Job overview
- Offered services and sales support related to business owner policies (BOP)
- Conducted research to match coverage with risk and price according to client needs
- Cross-sold commercial, automotive, and workers' compensation policies to existing accounts.
Education
De Anza College
from Business Administration
University Overview
Skills
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Accomplishments
Accomplishments
- Property and Casualty Insurance Licensing - # OF17603, NPN# 8774058
- Over fifteen years of experience contributing sustainable growth to successful insurance agencies
- Proven history in commercial lines client administration encompassing precise analysis, pricing, renewal, and new business presentations for comprehensive commercial lines, an expert in diverse commercial lines including background working with mid to large-size accounts, Construction, Property & Casualty, Workers' Compensation, Commercial Auto, and Bonds
- Utilize education, industry experience, and company guidelines to evaluate applications, prove qualifications, and procedures, and make preliminary underwriting determinations, excellent communication skills, foster teamwork and cooperation.
Timeline
Independent Commercial Insurance Broker / Multi Lines Insurance Broker
J S Downey Insurance Agency
08.2018 - Current
Commercial Account Manager
Patra Corporation
03.2016 - 08.2018
Commercial Account Manager
HUB International
05.2015 - 06.2016
Commercial Account Manager
San Diego Insurance Staffing
01.2014 - 04.2015
Commercial Broker/Account Manager
Entourage Insurance
01.2007 - 01.2013
Commercial Broker
One Stop Insurance Agency
01.2003 - 01.2007
De Anza College
from Business Administration
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