Stephanie Miller
Anchorage,AK
Summary
Skilled account management professional with proven track record in fostering client relationships, driving revenue growth, and managing complex accounts. Known for strong focus on team collaboration, adaptability, and delivering results. Expertise includes strategic planning, client communication, and problem-solving. Highly reliable and flexible in meeting changing business needs.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Account Manager
IMA Financial Group
Anchorage, AK
02.2021 - 02.2026
- Managed and maintained accurate account information for 40 clients using Epic software.
- Coordinated client renewals and streamlined application processes through Indio.
- Lead special projects independently, demonstrating strong initiative and organizational skills.
- Built and nurtured strong relationships with clients and internal teams to ensure exceptional service.
- Delegated tasks effectively to appropriate team members to optimize workflow.
- Utilized Microsoft Office Suite (Outlook, Word, Excel) proficiently for communication and reporting.
- Served as primary day-to-day contact for client inquiries within assigned portfolio.
- Prepared renewal materials, submitted to incumbent carriers, and marketed policies as needed.
- Negotiated client premiums to achieve favorable terms.
- Handled Surplus Lines billing, including carrier and in-house filings.
- Reviewed client contracts for certificate issuance and identified items requiring attention.
- Analyzed quotes for accuracy, coverage, terms, and pricing to develop renewal proposals.
- Managed receipt and processing of policies, endorsements, and audits.
- Provided mentorship and team leadership to Account Managers, ensuring quality control and collaborating on department strategies.
Account Manager
RISQ Consulting, An Acrisure Company
06.2016 - 02.2021
- Supported agency operations using EPIC and Image Right, including claims processing, billing, policy changes, marketing, and renewals.
- Assisted Account Executives with client billing inquiries and collections.
- Conducted account reviews to identify coverage gaps and opportunities for cross-selling and upselling.
- Evaluated market quotes to develop competitive proposals.
- Maintained communication with underwriters to facilitate policy issuance.
- Completed and processed all accord applications and data entry.
- Initiated marketing efforts for new and renewal business in collaboration with Account Executives.
- Researched and resolved client policy and coverage questions.
- Delegated servicing tasks to Customer Service Representatives and external partners.
- Assisted in training Customer Service Representatives.
- Communicated effectively with colleagues, clients, and insurance carriers via written and oral channels.
- Managed timely delivery of policies, endorsements, and audits to clients.
Skills
- Customer Service
- Marketing
- Communication
- Problem Solving
- Surplus Lines
- Billing
- Account management
- Relationship building
- Goal oriented
- Account oversight
- Account development
- Documentation and reporting
- Upselling
- Client meetings
Certification
CISR
Timeline
Account Manager
IMA Financial Group
02.2021 - 02.2026
Account Manager
RISQ Consulting, An Acrisure Company
06.2016 - 02.2021