Sandra Rinaldi
NavSav Holdings, LLC
Upper Chichester,PA
25
years of professional experience
Experienced Commercial Insurance Account Manager with four decades in Property & Casualty, managing over 1,000 accounts and generating $4.2 million in annual revenue. Proven expertise in consultative selling and cross-selling coverage solutions to enhance profitability and client satisfaction. Seeking Executive Account Manager role to leverage industry knowledge and support organizational growth.
Work History
Executive Account Manager
2 Months- Managed executive account portfolios, maintaining accurate records and timely follow-up on client requests.
- Built strong client relationships through responsive communication and consistent account servicing.
- Coordinated with internal teams to resolve billing, policy, and service issues efficiently.
- Prepared account summaries, quotes, and proposals
- Identifying Cross-selling and Win Back opportunities
- Resolved complex customer issues promptly, maintaining trust and fostering ongoing partnerships relating to canceled policies and gaps in coverage
- Mentored account managers and newly appointed producers on marketing strategies, carrier portals, company websites, and the EPIC agency management system, improving operational efficiency, onboarding success, and client service delivery.
- Lines of Coverage: Commercial Package, BOP, Workers Compensation, U S L & H, Commercial Automobile, Environmental Liability, Garage Dealers, Umbrella/Excess, Management Liability, Professional Liability, Cyber Liability, Bonds, Volunteer Accident, Disability and Paid Family Leave, Ocean & Inland Marine, Special Events, Event Cancellation, International Package
Commercial Executive Account Manager
10 Years 10 Months- Managed multiple types of risks in multiple States.
- Supported client relationship development to promote satisfaction and retention
- Assisted in evaluating client risk profiles to enhance risk management strategies.
- Cultivated key client relationships resulting in improved revenue generation and loyalty.
- Achieved high standards of response time and professionalism in client interactions to strengthen trust.
- Addressed complex customer concerns effectively to sustain trust and nurture partnerships
- Lines of Coverage: Commercial Package, Businessowners, Workers Compensation, U S L & H, Business Automobile, Environmental, Garage/Garage Dealers, Management Liability, Professional Liability, Cyber Liability, Umbrella/Excess Liability, Disability and Paid Family Leave, Volunteer Accident, Ocean & Inland Marine, Special Events, Event Cancellation, International Package.
Sr. Commercial Lines Account Manager
13 Years 3 Months- Managed multiple types of risks in multiple states
- Managed commercial lines renewals, endorsements, and policy changes with consistent accuracy.
- Coordinated underwriting submissions, loss runs, and exposure data for market placement.
- Managed client relationships to ensure satisfaction and retention of commercial insurance accounts.
- Collaborated with underwriters to secure optimal terms for clients' insurance policies.
- Conducted comprehensive policy reviews, identifying gaps and recommending enhancements to coverage
- Streamlined renewal processes, improving efficiency and reducing turnaround times for client proposals
- Lines of Coverage: Commercial Package, Business Owners, Workers Compensation, Business Automobile, Environmental, Garage/Garage Dealers, Management Liability, Professional Liability, Umbrella/Excess Liability, Ocean & Inland Marine, International Package.
Education
High School Diploma
P & C, Life And Health License - Insurance
Skills
Extraordinary Customer Service
New Business
account retention
Cross-Sell and Win Back
Self-Motivated
Organizational skills
and Time Management
Teamwork and collaboration
Time management
attention to detail and Problem-solving abilities
Surplus Lines Experience
Applied EPIC
Microsoft 365
Adobe Acrobat
DocuSign
CARA
Risk management
Timeline
Executive Account Manager
NavSav Holdings, LLC
08.2026 - CurrentRead More
Commercial Executive Account Manager
Specialty Program Group, LLC/Insureon/BIN Insurance Holdings, LLC
07.2015 - 05.2026Read More
Sr. Commercial Lines Account Manager
HRH/Wills, Inc.
04.2002 - 07.2015Read More
South Jersey Professional School of Business
P & C, Life And Health License from Insurance
Read More
Cherokee High School
High School Diploma
Read More