Shelagh Matheny
Roanoke,VA.
Summary
Knowledgeable and dedicated account manager with 9 years of experience on commercial accounts - construction focused. Solid team player with personable demeanor and proven skills in establishing rapport with clients. Motivated to maintain client satisfaction and contribute to agency success. Upbeat and energetic with grace in handling difficult situations through resourcefulness and adaptability.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Business Insurance Account Manager
Marsh & McLennan
Clearwater, FL
03.2021 - 02.2024
- Cultivated robust client relationships, enhancing retention and satisfaction through personalized service and proactive communication.
- Optimized account management processes by implementing systematic follow-ups and organized documentation for improved efficiency.
- Directed problem-solving efforts on complex client inquiries, ensuring swift resolution and maintaining strong partnerships.
- Analyzed client needs to identify coverage solutions and produced policy and quotes.
- Prepared orders and issued binders, proofs of insurance and endorsements for delivery to clients.
- Quote, bind and prepare renewals for $1.2M book of business. Clients largely construction with a small percentage Non-Profit.
- Collaborate with Client Advisor and Client Service Representative on a weekly basis to ensure timely issuance of renewal materials and provide updates to primary producer.
Business Insurance Client Service Advisor
Marsh & McLennan
Clearwater, FL
04.2020 - 02.2024
- Quote, bind and invoice builders risk, railroad protective liability, special event, EPLI, pollution, professional, cyber, single-driver commercial auto and flood policies through admitted and non-admitted markets.
- Assist account managers with marketing renewals, collecting renewal exposures and supplemental applications through Indio.
- Assist producers with problem solving and optimizing client experiences.
- Create renewal templates in CSR24 and Sagitta and issue certificates of insurance.
- Collaborate with the marketing department and utilize broker relationships to establish markets for unique risks to obtain the best price for our clients.
- Cultivated strong client relationships based on trust and thorough problem solving.
Business Insurance Client Service Representative
Marsh & McLennan
Clearwater, FL
05.2016 - 04.2020
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with existing clients.
- Maintained client files with records of client interactions, client notes, and other information in Sagitta and ImageRight.
- Interacted with clients on regular basis to quickly alleviate issues and provide project updates.
- Mentored new CSRs, resulting in stronger staff development and increased productivity.
Support Specialist
Bouchard Insurance
Clearwater, FL
03.2015 - 05.2016
- Quality checked commercial property and casualty policies, endorsements and audits for erroneous information and directed to the appropriate team to handle.
- Perform and prepare audit comparisons for commercial accounts.
- Process and send certificates of insurance to our clients.
- Filing and entering updated client information in Sagitta and ImageRight.
- Assist with training new support team members.
Front Desk Manager
Animal & Bird Medical Center
Palm Harbor, FL
08.2010 - 02.2015
- Plan and coordinate logistics and materials for staff meetings and staff events.
- Manage office supplies, vendors, organization and upkeep.
- Screen applicant resumes and coordinate both phone and in-person interviews for reception.
- Answer and manage incoming and outgoing calls while recording accurate messages.
- Greet numerous visitors, vendors and interview candidates for reception.
- Complete data entry, track resumes and maintain the applicant tracking system for reception.
- Train, coach and mentor staff to ensure smooth adoption of new programs in reception.
Education
Bachelor of Arts - Geography
University of South Florida
Tampa, FL2011
Associate of Arts - General Studies
St. Petersburg College
Clearwater, FL2006
Skills
- Critical thinking
- Articulate and well-spoken
- Excellent communication skills
- Planning and coordination
Certification
- Property and Casualty License - 2016
Timeline
Business Insurance Account Manager
Marsh & McLennan
03.2021 - 02.2024
Business Insurance Client Service Advisor
Marsh & McLennan
04.2020 - 02.2024
Business Insurance Client Service Representative
Marsh & McLennan
05.2016 - 04.2020
Support Specialist
Bouchard Insurance
03.2015 - 05.2016
Front Desk Manager
Animal & Bird Medical Center
08.2010 - 02.2015
Bachelor of Arts - Geography
University of South Florida
Associate of Arts - General Studies
St. Petersburg College