Sheri Read
Stamford,TX
Summary
Dynamic Account Executive with a proven track record at Victor Insurance Managers, LLC., excelling in client relationship building and strategic selling. Leveraged critical thinking and team leadership to drive business development, achieving strong financial performance. Skilled in utilizing technology for workflow automation, demonstrating exceptional interpersonal and communication abilities.
Overview
23
23
years of professional experience
Work History
Account Executive-Assistance Vice President
Victor Insurance Managers, LLC.
11.2015 - Current
- Brokering & Soliciting Commercial insurance solutions to Public Entity members of 20 separate state pools.
- Marketing renewal rates for commercial book of business.
- Invoicing new and renewal commercial policies.
- Delivered strong financial performance despite challenging economic conditions by executing prudent risk management strategies throughout all aspects of account management.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Leveraged technology to automate workflows and streamline processes, resulting in increased productivity and cost savings across the organization.
- Analyzed industry trends and tracked competitor activities to inform decision making.
Client Advisor
AIG Client Assist
05.2014 - 11.2015
- Created and implemented department Best Practices and Internal process workflow and guidelines for department.
- Provided personal lines insurance solutions to high net worth clients under employee program.
- Using a consultative sales approach, oversaw incoming new business inquiry calls along with initiating contact and follow up process with prospects, converting leads/referral sources into new business sales.
- Back-end administration handling of new, existing and renewal business and agency book transfer administration.
- Preparing sales and inventory reports for management.
- Attend company meetings to coordinate work activity and workflow.
- Meet with company officials to develop procedures to increase sales, expand markets and promote business.
- Conducted comprehensive financial assessments for new clients, identifying key objectives and risk tolerance levels.
Office Manager/Account Executive
Ken W. Taylor Insurance Agency
11.2011 - 05.2014
- Management of both Commercial and Personal lines book of business.
- Met with prospective clients to provide coverage recommendations and convert to new business sales.
- Marketing of Commercial and Personal lines renewals.
- Identify and process coverage enhancements and cross sell opportunities.
- Back-end administration handling of new, existing and renewal business and agency book transfer administration.
- Assisting staff in difficult or complicated tasks.
- Management of small employee group- licensing, compliance, work overview, advisory meetings.
- Preparing sales and inventory reports for management team.
Personal Lines Underwriter
Travelers Insurance
04.2007 - 11.2011
- Implemented effective risk mitigation strategies, reducing exposure to potential losses while maintaining a balanced portfolio.
- Applied knowledge of standard criteria to approve or reject applications.
- Reduced company exposure to potentially costly claims disputes by diligently reviewing coverage limits and exclusions during the underwriting process.
- Maintained up-to-date knowledge of industry trends and regulatory changes, ensuring compliance in all underwriting activities.
- Evaluated applications to determine insurance coverage and appropriate risk classifications.
- Provided exceptional service to clients through timely responses to inquiries, clear explanations of complex insurance concepts, and prompt resolution of issues that arose during the policy term.
- Effectively managed multiple accounts simultaneously, ensuring prompt attention to each client''s specific requirements.
- Answered customer questions via telephone, email, and web chats.
- Developed strong relationships with agents and brokers to facilitate smooth communication and quick resolution of issues.
Account Manager/Insurance Producer
Ken W. Taylor Insurance Agency
07.2001 - 04.2007
- Management of Personal/Commercial & Life & Health book of business.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Negotiated contract terms with clients, securing favorable agreements for both parties in both new business and renewal business.
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
- Assisted in the development of training materials for new hires, ensuring smooth onboarding process.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Actively participated in networking events within the industry, expanding professional connections and generating leads.
Education
GED -
Northbrook Sr. High School
HoustonSkills
- Team Leadership
- Relationship Building
- Decision-Making
- Critical Thinking
- Client Relationship Building
- Account Management
- Written and verbal communication
- Strategic selling
- Customer Service
- Business development and planning
- Customer Presentations
- Interpersonal Skills
Licenses
- Property & Casualty
- Life & Health
- Texas Surplus Lines
- Non-Resident Licenses- IL, NC
Timeline
Account Executive-Assistance Vice President
Victor Insurance Managers, LLC.
11.2015 - Current
Client Advisor
AIG Client Assist
05.2014 - 11.2015
Office Manager/Account Executive
Ken W. Taylor Insurance Agency
11.2011 - 05.2014
Personal Lines Underwriter
Travelers Insurance
04.2007 - 11.2011
Account Manager/Insurance Producer
Ken W. Taylor Insurance Agency
07.2001 - 04.2007
GED -
Northbrook Sr. High School
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