Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Sydney Koeppel

Sydney Koeppel

Commercial Lines Account Manager
DeLand,FL

Summary

Authorized to work in the US for any employer. Ambitious Commercial Lines Account Manager highly skilled in managing high-value portfolios and fostering client retention. Proven leader with expertise in customer service illustrated across seven years of experience.

Overview

7
7
years of professional experience
6
6
years of post-secondary education
1
1
Certification

Work History

Commercial Lines Account Manager

AssuredPartners
01.2021 - Current
  • Audit account files for accuracy.
  • Conducted annual reviews of existing policies to update information.
  • Educated clients on insurance policies and procedures.
  • Experienced with multiple carrier underwriters and online rating portals.
  • Identified and retrieved relevant compliance documentation necessary to process renewals, Invoices, surplus lines filing.
  • Managed a book of business worth over $800,000 in commission.
  • Marketed/quoted new business and account renewals obtaining competitive coverage/cost ratios for the client.
  • Performed necessary activities or support a senior team member in initiating a renewal, processing an invoice, issuing auto ID cards, processing surplus lines filing documents, issuing certificates, resolving premium account discrepancies, initiating endorsements, processing other client requests.
  • Prepared summaries of insurance, schedules and proposals as needed.
  • Training of new hires.

Agency Billed / Commercial Lines Processor

Brightway Insurance
Jacksonville, FL
04.2018 - 12.2020
  • Enter in and process renewals, endorsements, renewal quotes, cancellations, reinstatements, and non renewals, claims, and payments.
  • Issue certificates of insurance and request/ issue loss runs.
  • Monitor team inbox.
  • Took approximately 40+ inbound calls daily.

Receptionist & Administrative Assistant

All Lines Insurance Agency Inc
Jacksonville, FL
09.2015 - 04.2018
  • Warmly greeted clients, collected payments and directed to appropriate staff
  • Provided administrative and clerical support via agency management system
  • Smoothly managed the day-to-day front desk operations for a busy insurance agency
  • Managed switchboard and facilitated over 20+ calls/day with clients, vendors, and staff
  • Maintained an organized, clean professional work space and waiting area
  • Provide excellent customer service with a helpful and friendly attitude
  • Issue certificates of insurance
  • Assist account managers and upper management with various needs
  • Coordinated pick up and delivery of express mail services, unpacked inventory and stocked supplies.

Education

Associates of Science - Business Administration

Florida State College at Jacksonville
09.2016 - 12.2018

High School Diploma -

Buffalo Grove High School
Buffalo Grove
08.2011 - 05.2015

Skills

Account Management

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Certification

Florida 2-20 license

Timeline

Florida 2-20 license

04-2021

Commercial Lines Account Manager

AssuredPartners
01.2021 - Current

Agency Billed / Commercial Lines Processor

Brightway Insurance
04.2018 - 12.2020

Associates of Science - Business Administration

Florida State College at Jacksonville
09.2016 - 12.2018

Receptionist & Administrative Assistant

All Lines Insurance Agency Inc
09.2015 - 04.2018

High School Diploma -

Buffalo Grove High School
08.2011 - 05.2015

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Sydney KoeppelCommercial Lines Account Manager