Natasha Robinson
Lawrenceville,GA
Summary
Insurance Account Manager with a decade of expertise in managing commercial accounts, ensuring meticulous adherence to policy compliance and client satisfaction. Skilled in Microsoft Office Suite, adept at enhancing operational efficiencies and accuracy in policy processing. Committed to leveraging a detail-focused approach to continually improve client relations and streamline insurance coverage processes.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Commercial Account Manager Lead
Alliant Insurance Services
2020.03 - Current
- Maintain high client retention rate by providing exceptional customer service and anticipating client needs.
- Address problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Negotiate favorable terms with underwriters on behalf of clients to secure competitive pricing and comprehensive coverage options.
- Maximize policy renewals by proactively reaching out to clients well in advance of expiration dates and addressing any concerns or questions.
- Assist in training new team members on company procedures, ensuring seamless integration into account management department.
- Manage a diverse portfolio of commercial accounts, maintaining high levels of professionalism while balancing competing priorities and deadlines.
- Prepare orders and issued binders, proofs of insurance and endorsements for delivery to clients.
- Maintain required data in agency management system to follow corporate guidelines.
- Review audits of policies for accuracy to facilitate corrections between client and carrier.
- Provided ongoing support to assigned accounts by acting as their primary point of contact for any issues or inquiries.
Commercial Account Manager
Sutter, McLellan and Gilbreath
2018.06 - 2020.03
- Managed day to day service of a book of business including client inquires, billing, policies, endorsements, certificates, auto id cards and audits
- Set priorities and managed workflow to handle client requests and transactions efficiently and effectively in a timely manner
- Provided support to producers with completion of proposals, insurance summaries and quoting
- Documented, organize, and maintain all account records in the agency management system
- Complied with Company and Agency standard operating procedures, guidelines, and authority.
Broker Technical Assistant
AmWINS Brokerage of Georgia, LLC.
2017.01 - 2018.06
- Established and maintained electronic/physical file systems
- Planned renewal timeline for accounts and advised team of any upcoming renewals 120 days prior to renewal date
- Requested endorsements and loss runs from markets
- Crafted invoices, cover letters for quotes and binding documents
- Reviewed carrier quotes, binders, and policies for accuracy
- Determined home state for surplus line taxes and ensure all corporate guidelines are properly followed for non-admitted placements.
Insurance Specialist
Marsh & McLennan Companies, Inc.
2014.11 - 2017.01
- Managed and recorded client and carrier communications in workflow system to ensure timely follow up and review by client team
- Oversaw the gathering and formatting of client renewal information and exposure documents
- Recorded quotes, declinations, indications, extensions and cancellations and escalated concerns to client team
- Checked and confirmed policy language
- Received and recorded binders, policies, and endorsements
- Partnered and maintained relationships with client teams to provide timely and proactive customer service to client team and peers
- Planned, understood, and complied with all compliance, professional and transparency standards.
Education
Some College (No Degree) - Business Administration And Management
Clark Atlanta University
Atlanta, GASkills
- Client Relationship Building
- Customer Service
- Problem-solving abilities
- Critical Thinking
- Microsoft Office
- Account Management
- Account Servicing
Certification
- NY Insurance Broker License
- GA Insurance Agent License
Timeline
Commercial Account Manager Lead
Alliant Insurance Services
2020.03 - Current
Commercial Account Manager
Sutter, McLellan and Gilbreath
2018.06 - 2020.03
Broker Technical Assistant
AmWINS Brokerage of Georgia, LLC.
2017.01 - 2018.06
Insurance Specialist
Marsh & McLennan Companies, Inc.
2014.11 - 2017.01
Some College (No Degree) - Business Administration And Management
Clark Atlanta University
- NY Insurance Broker License
- GA Insurance Agent License
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