Natalie Hall
Summary
Successful and seasoned Insurance Specialist with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance, and delivering outstanding service.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Account Executive - Global Business
Lockton Companies, LLC
06.2021 - Current
- Built and strengthened relationships with new and existing clients and partners to drive revenue growth by 73% and 65% the past two years.
- Identified sales growth opportunities by networking and building relationships with global partners.
- Identified client business needs by gaining understanding of goals, objectives and processes.
- Created and executed account strategies to present services to key decision makers at the local and global level.
Account Executive Team Lead
Haas & Wilkerson Insurance
01.2018 - 06.2021
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Stayed up-to-date on changing industry and product standards and trends related to accounts.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
- Created and maintained a market resource library for entire Commercial Lines Division.
Account Manager - Transportation
The Cline Wood Agency, Inc
04.2012 - 01.2018
- Worked closely with underwriters and clients to identify exposures and coverage needed.
- Introduced new processes to improve account and market tracking for better data analysis.
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
Account Manager, Account Technician, Receptionist
IMA, Inc
01.2007 - 03.2012
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
- Managed multiple tasks and met time-sensitive deadlines.
- Aggregated and prepared documentation and reports for office meetings, distribution and filing.
Skills
- Strong Relationships
- Interpersonal Skills
- Business Development and Planning
- Insurance Program Management
- Marketing Strategy Development and Implementation
- Creative Solutions
- Customer Presentations
- New Client Acquisition
- Database Management
- Operational Efficiency
Certification
Licensed Property & Casualty and Life & Health Insurance Agent; Associate in General Insurance AINS; Certified Insurance Service Representative CISR; Construction Risk and Insurance Specialist CRIS; Certified Insurance Counselor CIC.
Timeline
Account Executive - Global Business
Lockton Companies, LLC
06.2021 - Current
Account Executive Team Lead
Haas & Wilkerson Insurance
01.2018 - 06.2021
Account Manager - Transportation
The Cline Wood Agency, Inc
04.2012 - 01.2018
Account Manager, Account Technician, Receptionist
IMA, Inc
01.2007 - 03.2012
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