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
AMS 360
Applied TAM
Call Center Experience
Creative Problem Solving
Customer Service
Epic Agency Management
Microsoft Suite
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