Stephanie Edge
Ogden
Summary
Results-driven Commercial Account Manager known for productivity and efficient task completion. Possess key skills in client relationship management, strategic planning, and market analysis. Excel in communication, negotiation, and problem-solving to achieve client satisfaction and meet sales targets.
Overview
10
10
years of professional experience
Work History
Commercial Account Manager
HUB International Insurance Services
Riverside
08.2022 - Current
- Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal.
- Prepares and implements all transactions, paperwork, and internal processing for assigned accounts.
- Acts as liaison between clients and insurance carriers to resolve service issues. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues.
- Prepares reports, proposal and comparisons for management as required.
- Maintain accuracy of files in the agency management system.
Commercial Account Manager
Gallant Insurance
Corona
02.2021 - 08.2022
- Managed client accounts to ensure satisfaction and retention.
- Coordinated policy renewals and updates with clients and underwriters.
- Market new and existing businesses, create proposals, and bind coverage where appropriate.
- Prepare formal reviews and pre-renewals for producer/client meetings..
- Process policy endorsements, audits, invoices, and certificates.
Sales Representative
AllState
West Haven
09.2019 - 02.2021
- Engaged customers to identify insurance needs and recommend appropriate policies.
- Maintained accurate records of customer interactions and transactions regularly.
- Collaborated with team members to develop sales strategies and improve service.
Assistant Account Manager
HUB International Insurance Services
Riverside
04.2015 - 09.2019
- Issued Certificates of Insurance and Evidence of Property.
- Assist the Account Management team with all aspects of the account-service process, including policy endorsements, driver checks, mid-term, and final audits.
- Created pre-renewals and proposals.
- Respond to client inquiries regarding coverage, premiums, etc.
- Check policies, endorsements, certificates, and audits for accuracy.
Education
California Property & Casualty License
June 2011Utah Property & Casualty License
December 2017Skills
- Account management
- Client retention
- Policy negotiation
- Attention to detail
- Problem solving
- Team collaboration
Timeline
Commercial Account Manager
HUB International Insurance Services
08.2022 - Current
Commercial Account Manager
Gallant Insurance
02.2021 - 08.2022
Sales Representative
AllState
09.2019 - 02.2021
Assistant Account Manager
HUB International Insurance Services
04.2015 - 09.2019
California Property & Casualty License
Utah Property & Casualty License
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