Knowledgeable Commercial Account Manager with over 20 years experience in the insurance industry. Adept at retaining current accounts and relationship building with prospective clients.
Overview
27
27
years of professional experience
Work History
Senior Client Service Manager
Arthur J. Gallagher
Whippany, NJ
06.2022 - Current
Manages large commercial accounts including, but not limited to, manufacturing, real estate, and education - $15M in premium
First point of contact with client
Delegates work as necessary to appropriate department
Reviews quotes and policies for accuracy
Prepares proposals for client
Reviews contracts as necessary
Markets renews and new business as needed
Processes all agency billing for assigned accounts
Works directly with the underwriters and producers
Mentor to upcoming professionals
Commercial Account Manager
Harding-Yost Insurance
Denver, PA
02.2015 - 06.2022
Managed $4.9M book of business including contractors, school district, townships, manufacturers, etc.
Day to day service with customers including coverage questions, policy changes, billing issues, audits, certificates, claims, etc.
Marketing for existing clients for renewals as well as new business
Proposals for both renewals as well as new business
Works one on one with producer and underwriters
Applied Epic system
Commercial Account Manager
Spotts Insurance Group
Wyomissing, PA
01.2010 - 02.2015
Day to day service with customers including coverage questions, policy changes, billing issues, audits, certificates, claims, etc
Marketing Proposals
Commercial Account Manager
Paul I. Shaeffer Insurance, Inc.
Intercourse, PA
01.2008 - 01.2010
Handled day to day service with customers including coverage questions, policy changes, billing issues, audits, certificates, claims, etc
Worked one on one with producer and underwriters
AMS360 system
Commercial Account Technician
Gallen Insurance
Shillington, PA
12.2004 - 11.2007
Reviewed and issued all policies and endorsements
Agency billing
Worked one on one with account managers
Applied system
PIP Claims Analyst
Travelers
Wyomissing, PA
01.1998 - 09.2000
PIP auto claims including paying medical bills, issuing lost wage checks
Recommended IME when needed
Education
Property & Casualty Insurance License
2004
Skills
Marketing expertise
Cross-selling and upselling
Policy adjustment knowledge
Customer follow-up
Organizational skills
Critical thinking
Clerical
Active listening
Accomplishments
2024 - Client Service Excellence Award Winner - Northeast/ NJ North - Arthur J. Gallagher
Timeline
Senior Client Service Manager
Arthur J. Gallagher
06.2022 - Current
Commercial Account Manager
Harding-Yost Insurance
02.2015 - 06.2022
Commercial Account Manager
Spotts Insurance Group
01.2010 - 02.2015
Commercial Account Manager
Paul I. Shaeffer Insurance, Inc.
01.2008 - 01.2010
Commercial Account Technician
Gallen Insurance
12.2004 - 11.2007
PIP Claims Analyst
Travelers
01.1998 - 09.2000
Property & Casualty Insurance License
Similar Profiles
Joshua SchmitzJoshua Schmitz
Major Incident Management Team Lead at Arthur J GallagherMajor Incident Management Team Lead at Arthur J Gallagher