Microsoft, AMS 360, TAM, Epic, Ezlynx, Vonage, Zywave (CRM),
Hi, I’m
Shawn Harris
Commercial Lines Account Manager
Hollister,CA
Judge a man by his questions rather than his answers.
Voltaire
Summary
Resilient Account Manager offering 10+ years providing superior customer service to commercial clients, carriers and sales executive(s). Managed workflow to provide efficient, timely and accurate processing of transactions. Interacted effectively, utilizing good communication skills, cooperating purposefully and providing guidance to achieve business goals of the agency.
Overview
11
years of professional experience
1
Certification
Work History
Farmers- Mitch White Insurance Agency
Senior Commercial Account Manager
2020.08 - 2024.01 (3 education.years_Label & 5 education.months_Label)
Job overview
- Daily duties included checking emails, handling service requests, managing certificates/EOIs, conducting audits, checking voicemail, acquiring new business, marketing process, renewals, and managing master policy renewals.
- Developed and maintained client base resulting in 85% portfolio retention.
- Provided informed guidance to assist clients in choosing commercial insurance products to suit business needs.
- Analyzed client needs to identify coverage solutions and produced policy and quotes.
- Processed daily mail, email and phone calls from customers and producers to generate new business.
High Tech Insurance Solutions-ISU
Senior Commercial Account Manager
2018.11 - 2020.03 (1 education.year_Label & 4 education.months_Label)
Job overview
- Responsibilities included building and maintaining client relationships, providing guidance to less experienced account managers/producers, facilitating seminars and group meetings, assisting with new business and retention goals, coordinating meetings, and resolving service issues.
- Maintained required data in agency management system to follow corporate guidelines.
- Prepared orders and issued binders, proofs of insurance and endorsements for delivery to clients.
- Processed cancellation requests from carriers and provided resolution to maintain financial equity.
- Prepared customer presentations and demonstrations of products to solicit new business.
- Negotiated rates to set up finance contracts.
- Reviewed audits of policies for accuracy to facilitate corrections between client and carrier.
- Managed client risk exposure and coordinated services for development, retention and rounding of accounts.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
- Analyzed client needs to identify coverage solutions and produced policy and quotes.
- Processed daily mail, email and phone calls from customers and producers to generate new business.
Town and Country Financial Services-Colony-West
Virtual Commercial Insurance Account Manager
2017.10 - 2018.10 (1 education.year_Label)
Job overview
- Handled customer service inquiries, managed existing business renewals, processed applications and submissions, updated information, provided exceptional service, and addressed coverage questions.
- Conducted annual reviews of existing policies to update information.
- Analyzed customer needs to provide customized insurance solutions.
- Educated clients on insurance policies and procedures.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Conducted research and identified market trends to develop better strategies for sales.
- Designed presentations and marketing materials to promote insurance products.
- Collected premiums on or before effective date of coverage.
- Analyzed risk factors to recommend appropriate coverage levels.
- Met with customers to provide information about available products and policies.
- Negotiated contracts and terms of sale with potential customers.
- Researched and identified potential new markets.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Finalized sales and collected necessary deposits.
- Evaluated competitors' products and services to gain competitive advantage.
- Identified and solicited sales prospects in agency databases.
- Calculated premiums and established payment methods for sales.
Patra Corporation
Virtual Commercial Insurance Account Manager
2017.06 - 2017.10 (4 education.months_Label)
Job overview
- Responded to customer service inquiries, managed a substantial account volume, maintained progress reports on renewals, distributed account processing, prepared quotes, ensured accuracy of client files, and analyzed and prepared carrier renewals.
- Conducted annual reviews of existing policies to update information.
- Analyzed customer needs to provide customized insurance solutions.
- Educated clients on insurance policies and procedures.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Conducted research and identified market trends to develop better strategies for sales.
- Designed presentations and marketing materials to promote insurance products.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Collected premiums on or before effective date of coverage.
- Analyzed risk factors to recommend appropriate coverage levels.
- Met with customers to provide information about available products and policies.
- Negotiated contracts and terms of sale with potential customers.
- Researched and identified potential new markets.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Finalized sales and collected necessary deposits.
- Evaluated competitors' products and services to gain competitive advantage.
DCD Insurance Services
Commercial Lines Account Manager and Office Trainer
2013.05 - 2017.06 (4 education.years_Label & 1 education.month_Label)
Job overview
- Handled sales, collected premiums, negotiated production goals, provided exceptional customer service, resolved problems, oversaw paperwork flow, ensured customer satisfaction, built customer relationships, and processed change requests and endorsements.
- Provided informed guidance to assist clients in choosing commercial insurance products to suit business needs.
- Developed and maintained client base resulting in 95% portfolio retention.
- Maintained consistent knowledge of industry products and attended continuous education events to increase product knowledge.
Education
Hartnell CollegeSalinas, CA
Associate of Arts from Digital Communications And Multimedia
2001.05
Skills
Agency Management Systems - Applied, Vertafore, AMS360, TAM, Indio Tech, Ezlynx SharePoint, Appulate for applications, Microsoft 365 -Teams, Word, Excel, PDF, electronic Signature processing, Amazon Workspace, Vonage phone system, Zoom and team meetings space, Dual Screens & Paperless knowhow Knowledgeable on how to utilizes Internet properly on accounts to find details without disturbing the insured- WCIRB (Reports & Inspections) State of California Secretary of State (LLC and Corporations), CSLB (Contractors State License Board) DOT (Department of Transportation), & OSHA (violations, training, & updates on safety requirements and laws) Department of Motor Vehicles (MVR's and MCP filings) and the company websiteGood Listening Skills -Insured, producers, advisors & management Adaptable to any agency management system & network communications system required such as the programs specific to an insurance company such as FarmersUnderwriting/Underwriter knowledge & contacts, management skills, complaint resolution, purposeful, internet research development, troubleshooting expert, team player- always taking initiative, analytical and logical, personable, and ambitious
Relationship Management
Deal Closing
Sales Pipeline Management
Proposal Writing
Competitor Analysis
Industry Expertise
Certification
Property and Casualty CA License, 10/2005, 10/2024
References
References upon request.
Accomplishments
- Achieved organization within the book of business for the agency by introducing an agency management system for keeping track of tasks, phone calls, billing, document filing etc.
- Used Microsoft Excel to develop statement of value spreadsheets for marketing results and attaching to final proposal to the insured. The statement of values was developed for the Homeowner Associations property coverage to confirm square feet per unit. If there were a claim the Equitable distribution would be accurate.
- Took over for another Account Manager and cleaned up accounts that had duplicate coverage and back premium returned for the terms the account had duplicate coverage. With the returned premium negotiated additional coverage Excess over the Umbrella or Professional Liability. (Rounded out the Account)
Software
Interests
Music (Singing and Composition) , Art (Drawing & Painting), Interior Design (DIY), Activities (Walking Dog & Dog Park, Working Out, Bike Riding), Technology (Photography and Video) , Reading (Time Management & Goal Setting), Online Courses (Home and Work Communication and Listening Skills)
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Senior Commercial Account Manager
Farmers- Mitch White Insurance Agency
2020.08 - 2024.01 (3 education.years_Label & 5 education.months_Label)
Senior Commercial Account Manager
High Tech Insurance Solutions-ISU
2018.11 - 2020.03 (1 education.year_Label & 4 education.months_Label)
Virtual Commercial Insurance Account Manager
Town and Country Financial Services-Colony-West
2017.10 - 2018.10 (1 education.year_Label)
Virtual Commercial Insurance Account Manager
Patra Corporation
2017.06 - 2017.10 (4 education.months_Label)
Commercial Lines Account Manager and Office Trainer
DCD Insurance Services
2013.05 - 2017.06 (4 education.years_Label & 1 education.month_Label)
Hartnell College
Associate of Arts from Digital Communications And Multimedia
2001.05