Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Commercial Lines Account Manager
LP Insurance Services LLC
08.2017 - Current
Investigates and resolves matters of significance on behalf of our clients using independent judgment and discretion
Prepares comprehensive new business and renewal proposals ensuring appropriate coverages clauses are in place per client’s contract’s
Plays a critical role in new business and renewal marketing, monitoring important deadlines
Fosters strong relationships with underwriters and carrier representatives and develops knowledge of carrier and underwriter administrative guidelines
Maintains consistent knowledge of industry products and attends continuous education events to increase product knowledge.
Provides advice and assistance to customers by preparing correspondence, managing data, and producing documents according to company’s established procedures
Successfully trained and mentored two employees with no prior insurance experience. Both promoted to Jr. Account Managers within two years
Manages and retains a book of business with annual revenue in excess of $550,000
Supervisor
Lucky Brand
04.2016 - 08.2017
Coordinated merchandising displays, signage and sales enablement
Trained and managed sales associates in delivering an exceptional level of customer service in addition to meeting sales goals
Submitted reports to senior management to aid in business decision-making and planning.
Engaged with customers to build rapport and loyalty