Ambitious Commercial Lines Account Manager skilled in managing high-value portfolios and advancing client retention. Proven leader with expertise in customer service illustrated across 7 years of experience.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Commercial Lines Account Manager
USI Insurance Services LLC
06.2023 - Current
Managed 30 to 50 middle market Commercial Lines insurance accounts as day-to-day client contact.
Responsible for marketing and placement of client commercial lines insurance renewals.
Managed client renewal expirations and avoid any lapse in coverage.
Negotiate with carriers on behalf of clients.
Senior Account Representative
USI Insurance Services LLC
07.2022 - 06.2023
Provided internal assistance to 2-4 Commercial lines account managers.
Processed clients policies, endorsements, audits, cancellations, and reinstatements,
Maintained accurate information in agency management systems.
Assisted in preparation of summary of insurance documents and finance agreements, as needed.
Requested information from insurance carriers such as loss runs and endorsement changes.
Executive Vice President/P and C Practice Leader at USI Insurance Services LLCExecutive Vice President/P and C Practice Leader at USI Insurance Services LLC