Shelly Reiten
Puyallup,Washington
Summary
Accomplished insurance professional with extensive experience in commercial lines. Looking for a position with your organization where I am able to utilize my knowledge and expertise.
Knowledgeable Commercial Account Manager with solid background in managing commercial insurance accounts and providing strategic support to clients. Successfully facilitated policy renewals and addressed client inquiries, ensuring seamless operations. Demonstrated proficiency in risk assessment and policy analysis, consistently achieving client satisfaction and retention.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Commercial Lines Account Manager
The Partners Group
02.2019 - 03.2025
- Collaborated with underwriters to ensure accurate policy issuance and appropriate coverage levels.
- Maintained up-to-date knowledge of industry regulations, staying ahead of potential impacts on client policies.
- Coordinated cross-departmental efforts to resolve complex issues, ensuring a seamless experience for clients.
- Negotiated competitive insurance rates with carriers, maximizing value for clients.
- Managed client relationships to ensure satisfaction and retention of commercial lines accounts.
- Analyzed insurance coverage needs and provided tailored solutions for diverse business clients.
- Coordinated policy renewals, ensuring compliance with industry regulations and client requirements.
- Provided informed guidance to assist clients in choosing commercial insurance products to suit business needs.
- Improved account retention rates with exceptional customer service skills and prompt issue resolution.
- Developed customized presentations for prospective clients highlighting the benefits of various insurance products and services offered.
- Conducted thorough risk assessments for potential clients, accurately identifying exposure areas and recommending optimal coverage options accordingly.
Commercial Account Manager
American Underwriters Insurance Agency
01.2009 - 06.2018
- Conducting sales, service and solicitation of all forms of Insurance business.
- Quoting new and renewal business.
- Complete and prepare certificates, proposals, policy summaries and reviews.
- Check policy coverage and endorsements on all new business and renewals.
- Review, invoice and dispute audits as needed.
- Negotiate rate and pricing with markets.
- Developed and maintained strong relationships with commercial clients to enhance satisfaction and retention.
- Analyzed client insurance needs to provide tailored coverage solutions and improve policy performance.
- Collaborated with underwriting teams to ensure accurate risk assessments and timely policy issuance.
- Conducted regular account reviews to identify opportunities for upselling additional services and products.
Office Manager
Janet Halsey Insurance Agency/Farmers Insurance
01.2002 - 11.2008
- Perform general insurance tasks as necessary, such as certificates, endorsements and invoicing..
- Managed all financial transactions, including but not limited to, payment processing and bank deposits.
- Oversaw daily office operations, ensuring efficient workflow and organization.
- Developed training materials for new hires, streamlining onboarding processes.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
- Managed scheduling and coordination of all office meetings to ensure smooth operations and minimal conflicts.
- Handled sensitive employee and client information with utmost confidentiality, maintaining trust and integrity.
- Resolved office disputes swiftly and equitably, maintaining harmonious workplace.
Education
Certification - Auto body
Green River Community College
Auburn, WACertification - Auto body
Renton Technical College
Renton, WashingtonSkills
- In-depth understanding of commercial insurance coverage
- Composed in high-pressure situations
- Meticulous attention to detail
- Large Construction and Real Estate
- Effective problem resolution
- Marketing expertise
Certification
- Auto body and mechanics, Green River Community College
- Certification Continuation: Auto body, Renton Technical College
Timeline
Commercial Lines Account Manager
The Partners Group
02.2019 - 03.2025
Commercial Account Manager
American Underwriters Insurance Agency
01.2009 - 06.2018
Office Manager
Janet Halsey Insurance Agency/Farmers Insurance
01.2002 - 11.2008
Certification - Auto body
Green River Community College
Certification - Auto body
Renton Technical College