Robert J. Enderson
Summary
Dedicated insurance professional with several years P&C risk management analysis experience, including sales experience and a strong dedication to enhancing my career through education and mentorship. Seeking to leverage insurance experiences to date for the next step in my career development.
Overview
9
9
years of professional experience
Work History
Commercial Lines Account Manager
Avery Insurance Agency
10.2023 - Current
- Managed Small and Mid-Market commercial accounts portfolio, consistently exceeding performance targets in retention metrics.
- Negotiated competitive insurance rates with carriers, maximizing value for clients.
- Provided informed guidance to assist clients in choosing commercial insurance products to suit business needs.
- One of "Second Set of Eyes" Account Managers assigned to review co-workers larger renewals.
- Served in Department Improvement Teams, such as the Certificate of Insurance Team. Team goal was to create a consistent certificate issuance process to meet the expectations of the insured and minimize chances of errors & omissions to the agency.
- Embraced and Engaged in Charitable Events sponsored by the agency
- Prepared orders and issued binders, proofs of insurance and endorsements for delivery to clients.
Personal Lines Account Executive
Tapley Insurance Agency
02.2023 - Current
- Managed personal lines accounts, ensuring all documentation was updated and accurate.
- New Business Producer for Personal Lines Department; all new Personal Lines Customers; call-ins, walk-ins and referrals to the agency. Met and/or exceeded Agency Goals for New Business
- Rewrite Analyst for Renewal Review of Existing Book of Business. Connected with existing customers; performed field underwriting; updated COPE and performed Replacement Cost Estimators; reviewed with existing carriers for best program for both coverage and pricing
- Assisted clients with claims processing, providing guidance and support throughout the process.
- Responded to billing inquiries, coverage verification and other questions by phone and email.
Personal & Commercial Lines Account Executive
Cole Harrison Agency
10.2019 - 03.2023
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- New Business Producer for Personal Lines Department with Small Business Experience; achieved and exceeded insurance sales quote of $10,000 written premium monthly
- Assisted Senior Production Staff with Renewal and Rewrite in a Mentor-Mentee Capacity. Assisted in Coverage Reviews, Field Underwriting; Quote Proposal Preparation and Presentation
- Servicing of Existing Book of Business; all aspects that included Policy Changes; Billing and Coverage Reviews; and Certificate of Insurance Issuance
Commercial Lines Account Management Internship
The Buckner Company
11.2018 - 09.2019
- Earned Colorado Property & Casualty Resident License in Second Month of Internship
- Internship included immersion into Marketing/Placement Division of organization; working directly with Senior Staff. Mentored in Field Underwriting, Loss Analysis, Submission Creation; Coverage Pricing and Negotiations. Performed Bind Order and the pertinent documentation required for Bind
- Servicing of existing accounts included, but not limited to issuance of Certificates of Insurance, Managing Customer Communications, Policy Change Requests for Buckner's Specialty Program for the Habititional Industry; a program comprised of more than 1,500 unique clients managing thousands of individual units
Undergraduate Teaching Assistant
University of Colorado Denver, Business School
12.2018 - 06.2019
- Created and published course flow documents for both online and in-person courses
- Communicated pertinent and sensitive information between students, instructor, and university officials
- Designed, proctored, and graded exams and homework for Management of Business Capital courses
- Mentored students seeking assistance with finance and risk management course material
Retail Sales Associate / Sales Manager
DGS, Inc
12.2015 - 01.2019
- Directed a team of 2 – 4 sales associates toward weekly and monthly sales targets.
- Developed and trained team members, assisted employees with difficult or high value transactions.
- Expanded product offerings by consulting with dozens of vendors; scheduled in-house events with company marketing representatives to educate customers during peak sales hours.
Education
Bachelor of Science - Business And Risk Management & Insurance
University of Colorado Denver
Aurora, COSkills
- -Excellent Communication and Organizational Skills
- -Self-Motivated
- -Consistent Can-Do Attitude
- -Excel at Last-Minute Opportunities
- -Engaged Team Player
SOFT SKILLS:
- -Proficient with all Microsoft Office Suite Products; Outlook, PowerPoint, Excel
- -6 Years Experience and Mastery of AMS360
- -Proficient with Adobe Products
- -Achieved thorough understanding and navigation of multiple insurance carrier websites
HARD SKILLS:
LICENSE
LICENSED:
- P&C, Health & Life License; States of MA and ME
Timeline
Commercial Lines Account Manager
Avery Insurance Agency
10.2023 - Current
Personal Lines Account Executive
Tapley Insurance Agency
02.2023 - Current
Personal & Commercial Lines Account Executive
Cole Harrison Agency
10.2019 - 03.2023
Undergraduate Teaching Assistant
University of Colorado Denver, Business School
12.2018 - 06.2019
Commercial Lines Account Management Internship
The Buckner Company
11.2018 - 09.2019
Retail Sales Associate / Sales Manager
DGS, Inc
12.2015 - 01.2019
Bachelor of Science - Business And Risk Management & Insurance
University of Colorado Denver
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