Randi Wagner
Scribner,NE
Summary
Highly organized and motivated Account Executive with demonstrated track record of building relationships with clients, developing successful sales campaigns, and managing teams of account managers. Skilled in financial analysis, customer service and problem-solving. Experienced in coordinating activities with various departments to achieve strategic objectives.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Account Executive, AVP
Lockton Companies
08.2017 - Current
- Hybrid
- Negotiating contract terms with Lloyd’s of London, with the authority to underwrite, rate, issue and renew warehouse legal coverage
- Desk consist of a vertical book of 75 medium to large cold storage warehouse clients along with 4 international clients ranging from solar inverter installation to security system installation
- Work closely with underwriters from a variety of carriers placing new and renewal business
- Marketing and review of quotes and proposals along with negotiating with carriers for best terms and conditions
- Review of contracts to ensure adequate coverage and forms are on the policy so certificates are issued correctly
- Four Years International and Reverse Flow experience
- Working with clients corporated outside of the United States placing coverage domestically in the United States
- Creating relationships with brokers based in Canada, Germany, and United Kingdom
- Associate training and development of new team members creating a trusting and open communication environment for teammates.
Senior Account Manager
SilverStone Group Inc
01.2015 - 08.2017
- Specialized on the Property and Environmental team along with handling one of the largest privately held transportation client in Nebraska
- Daily review of insurance program to confirm adequate coverage in place for clients’ needs along with upselling coverage deficiencies
- Mid-Term Review of claims with client to help ensure that reserves are accurate so that the experience modification is rated accurately
- Allocation of premium by program for individual locations or named insured
- On the Agency Standards team and help develop minimum requirements on policies, specific wording for certificates, audit standards, and other tasks that account managers are in charge of.
Client Service Consultant
Holmes Murphy & Associates
10.2008 - 01.2015
- Primary Responsibilities include existing policy marketing, preparation of renewal applications and questionnaires, review of renewal quotes and proposals from various carriers, policy changes, and review of policies
- In 2011 joined the newly created Petroleum Team which services Fuel Haulers and Convenience Stores across the United States
- Client revenues range from $7,500 up to $250,000
- A Petroleum client I have serviced since 2009 joined the department at the same time, this clients revenue for the agency is over $200,000
- Data Entry of client information into the Agency Management System
Personal Lines Agent
Farmers Insurance Agency
04.2008 - 10.2008
- Sold and Processes Homeowners and Auto Insurance policies
- Assisted clients with claims
- Commercial Marketing
Associated Underwriters, Inc
09.2001 - 04.2008
- Online quoting and binding with several carriers for new and existing customers
- Create Proposals for delivery to agent and client
Education
Bachelors of Science - Business Administration – Accounting Focus
Nebraska Wesleyan
Skills
- Account Oversight
- Forecast Preparation
- Sales Expertise
- Client Relationship-Building
- Research and Analysis
- Marketing Strategy Implementation
- Microsoft Office
- Active Learning
- Insurance Recommendation
- Creative Solutions
Certification
Certified Insurance Counselor (CIC)
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Risk comes from not knowing what you are doing.
Warren Buffett
Timeline
Account Executive, AVP
Lockton Companies
08.2017 - Current
Senior Account Manager
SilverStone Group Inc
01.2015 - 08.2017
Client Service Consultant
Holmes Murphy & Associates
10.2008 - 01.2015
Personal Lines Agent
Farmers Insurance Agency
04.2008 - 10.2008
Associated Underwriters, Inc
09.2001 - 04.2008
Bachelors of Science - Business Administration – Accounting Focus
Nebraska Wesleyan