Nicholas Ratliff
Delaware,OH
Summary
Results-driven Risk Advisor and Commercial Account Manager proficient in customer service and sales strategies. Known for building strong client relationships and collaborating with teams to deliver optimal risk management solutions. Eager to leverage skills to enhance client satisfaction and business growth.
Overview
11
11
years of professional experience
Work History
Risk Advisor
Trimble Insurance Agency
Delaware, OH
05.2024 - Current
- Analyzed client needs to recommend tailored risk management strategies.
- Collaborated with team members to enhance policy offerings and service delivery.
- Conducted thorough assessments of clients' insurance coverage for compliance and adequacy.
- Engaged with clients to build strong relationships, fostering trust and long-term partnerships.
Commercial Account Manager
Trimble Insurance Agency
Delaware, OH
10.2016 - 05.2024
- Developed and maintained strong client relationships to enhance customer satisfaction and retention.
- Analyzed client needs and provided tailored insurance solutions to achieve optimal coverage.
- Collaborated with underwriters to ensure accurate risk assessment and policy issuance.
- Monitored industry trends and competitor offerings to inform strategic account management decisions.
- Produced a 1 Million dollar book of business while managing other accounts.
Staff Accountant
Englefield Oil
Heath, OH
09.2015 - 08.2016
- Managed monthly financial closings, ensuring accuracy and compliance with accounting standards.
- Developed and maintained general ledger accounts, improving reconciliation processes.
- Prepared general ledger entries by maintaining records and file, reconciling accounts.
- Answered financial and accounting questions by researching info and interpreting data.
Accounts Payable Clerk
Rite Rug Flooring
Columbus, OH
08.2015 - 09.2015
- Processed vendor invoices accurately and efficiently, ensuring timely payments.
- Reconciled accounts payable transactions to maintain financial integrity.
- Established strong relationships with vendors to resolve billing discrepancies.
- Implemented improvements in invoice processing workflows to enhance efficiency.
Education
Bachelor of Science - Accounting
Ohio Wesleyan University
Delaware, OH05-2015
Skills
- Multitasking
- Attention to detail
- Problem-solving
- Teamwork and collaboration
- Experience with multiple CRM systems
- Customer service
- Sales expertise
- Sales presentations
Affiliations
Delta Tau Delta Fraternity
Timeline
Risk Advisor
Trimble Insurance Agency
05.2024 - Current
Commercial Account Manager
Trimble Insurance Agency
10.2016 - 05.2024
Staff Accountant
Englefield Oil
09.2015 - 08.2016
Accounts Payable Clerk
Rite Rug Flooring
08.2015 - 09.2015
Bachelor of Science - Accounting
Ohio Wesleyan University