Tamara L. McGeever
Account Manager
Carol Stream,IL
Summary
Highly-valued Account Manager with a proven track record in providing outstanding service and support
Overview
21
21
years of professional experience
Work History
Account Manager
Robertson Ryan & Associates
Naperville, IL
10.2019 - 02.2020
- Provide high quality analysis, recommendations, and service to assigned prospects and clients as it relates to the development, implementation, and ongoing improvement of their Property & Casualty insurance programs. Also act as a mentor and technical expert to other in the organization.
- Develop Property & Casualty insurance program recommendations for prospects and clients by:
- Analyze data to ensure that the client or prospect has the appropriate coverages.
- Creating, implementing, managing, and monitoring clients-specific service plans (claim reviews, marketing plans, etc.)
- Discuss recommendations with the Sales Executive and agree on appropriate plan for prospects and clients.
- Develop marketing strategies and work with marketing team to implement those strategies, including the explanation of unique issues faced by a client that may make past claims a poor predictor of future experience.
- Develop relationships with underwriters and negotiate premiums, terms, and conditions on behalf of the client.
- Build trust-based relationships with clients, where I am seen as their primary advisor on P&C insurance program issues.
- Provide high-quality service to clients, including prompt response to questions.
- Take primary responsibility for retaining assigned clients and rounding out client accounts through the sale of additional products that the client needs.
- Train, mentor, and provide advice to Account Administrator, Account Service Representatives, Sales Executives, and Marketers.
- Maintain a $750,000/Commission book of business
- Placed Commercial Commercial Contract Bonds and Wage & Welfare Bonds
Account Manager
Cottingham & Butler
Naperville, IL
10.2007 - 08.2014
- Provide high quality analysis, recommendations, and service to assigned prospects and clients as it relates to the development, implementation, and ongoing improvement of their Property & Casualty insurance programs. Also act as a mentor and technical expert to other in the organization.
- Develop Property & Casualty insurance program recommendations for prospects and clients by:
- Analyze data to ensure that the client or prospect has the appropriate coverages.
- Creating, implementing, managing, and monitoring clients-specific service plans (claim reviews, marketing plans, etc.)
- Discuss recommendations with the Sales Executive and agree on appropriate plan for prospects and clients.
- Develop marketing strategies and work with marketing team to implement those strategies, including the explanation of unique issues faced by a client that may make past claims a poor predictor of future experience.
- Develop relationships with underwriters and negotiate premiums, terms, and conditions on behalf of the client.
- Build trust-based relationships with clients, where I am seen as their primary advisor on P&C insurance program issues.
- Provide high-quality service to clients, including prompt response to questions.
- Take primary responsibility for retaining assigned clients and rounding out client accounts through the sale of additional products that the client needs.
- Train, mentor, and provide advice to Account Administrator, Account Service Representatives, Sales Executives, and Marketers.
- Maintain a $750,000/Commission book of business
- Placed Commercial Contract Bonds and Wage & Welfare Bonds
Executive Assistant
The Wilson Companies
Westmont, IL
02.2003 - 10.2007
- Provide support to CEO and President, handling all administrative details including appointments, calendar, phones, filing, scheduling and meeting coordination.
- Commercial Lines/Workers Compensation Insurance obtain client information, quote risk with several carriers, prepare formal quote to insured and provide customer service
- Process Finance Agreements for Commercial Lines Insurance
- Process Title Searches for CRM Titles Services
- Negotiated obtaining contracts with Decorators, Carpenters and Teamsters Union Locals
- Give additional support and assistance to other members/staff within organization
- Process quarterly reports for Workers Compensation program for Employco
- Contact person for processing labor requests for all clients to Union Locals
- Ability to handle and work with confidential records and matters
- Light HR functions and responsibilities (i.e. employee files/contracts, payroll)
Executive Assistant
T.J. Adams Group, LLC
Lombard, IL
01.1999 - 04.2002
- Provided support to CEO, handling all administrative details including appointments, calendar, phones, filing, scheduling and meeting coordination. Also served as HR rep to 160 employees. (Accompanied CEO in move from Managing Director position at Marsh & McClennan.)
- Relied on extensively to maintain sense of order and provide organization to hectic CEO schedule.
- Recognized for willingness to go above and beyond expectations to meet needs.
- Voluntarily took on HR responsibilities in addition to other duties when incumbent rep left, capably handling multiple roles.
- Provided top-notch service to employees, conducting orientation programs, handling all paperwork, following up on claims and problems, and becoming a valued resource and advocate.
- Served as member of Presidents Advisory Committee, building employee trust and channeling employee concerns to committee members.
- As member of Social Committee, provided leadership and direction in planning and coordinating company-wide social events.
Skills
- Microsoft Word
- PowerPoint
- Excel
- Outlook
- ACT
- EPIC
- TAM
SUMMARY OF QUALIFICATIONS
- Organized and capable with proven ability to get things done.
- Versatile team player with reputation for going the extra mile.
- Excellent interpersonal skills. Able to develop easy rapport with others while building trust.
- Committed to providing the highest levels of customer service.
- Outgoing individual with easygoing, yet professional style. Able to easily adapt to any situation, thriving in fast-paced, demanding environments.
- Recognized go-to person for employee issues and concerns.
Timeline
Account Manager
Robertson Ryan & Associates
10.2019 - 02.2020
Account Manager
Cottingham & Butler
10.2007 - 08.2014
Executive Assistant
The Wilson Companies
02.2003 - 10.2007
Executive Assistant
T.J. Adams Group, LLC
01.1999 - 04.2002