Terrance Jones
Atlanta,GA
Summary
Highly organized and motivated Account Executive with demonstrated track record of building relationships with clients, developing successful sales campaigns, and managing teams of account managers. Skilled in financial analysis, customer service and problem-solving. Experienced in coordinating activities with various departments to achieve strategic objectives.
Overview
13
13
years of professional experience
Work History
Account Executive/Underwriter, Financial Institutions
Travelers Insurance
02.2022 - Current
- New Business and Renewal Commercial Underwriter in property and casualty market
- Manage a profitable book of new and renewal business of $8.5M for entire South region
- Analyze and Budget financial results of financial institutions through problem solving
- Develop, manage cost, and monitor performance of financial institutions nationally
- Identified plans and resources required to meet goals and objectives.
Underwriter/Risk Manager
Auto-Owners Insurance Company
12.2016 - 01.2022
- Responsible for profitability and growth through classifying risk of an estimated $16M book
- Reviewed Corporate and Financial data and coordinated audits
- Analyzed policies in control, restrict or decline business according to company guidelines
- Responsible for authorizing reinsurance of policy when risk is high or declining
- Managed a multi-line workload including commercial and personal insurance risk.
Claims Specialist
State Farm Insurance Company
03.2014 - 11.2016
- Apply claims settlement procedures to process claims, initiate claim payments, and close claims
- Work in a collaborative team environment to handle large volume of claims and telephone calls
- Use claims systems and other technologies to perform job duties
- Communicate with customers and associates over several communication channels
- Prepares and review written or computerized estimates in loss settlements
- Collaborate with internal partners and interface with external vendors.
Sales and Marketing Specialist
P&F USA
09.2013 - 03.2014
- Assist, plan, and conduct market research and identify new opportunities
- Generate reports on marketing and sales metrics
- Used appropriate knowledge to assist consumers in troubleshooting products.
Management Trainee
Enterprise Rent-A-Car
09.2011 - 11.2012
- Developed relationships with customers, vendors, and co-workers
- Resolved problems and negotiated positive outcomes
- Managed inventory and deployment of a fleet of vehicles
- Marketed services to external business partners.
Education
Master of Business Administration - Finance
South University
Savannah, GA05.2014
Bachelor of Science - Behavior Analysis
Savannah State University
Savannah, GA05.2011
Skills
- Client Relationship Building
- Account Management
- Relationship building and management
- Pipeline Management
- Strategic selling
- Customer Relations
- Territory Management
- Lead Development
Timeline
Account Executive/Underwriter, Financial Institutions
Travelers Insurance
02.2022 - Current
Underwriter/Risk Manager
Auto-Owners Insurance Company
12.2016 - 01.2022
Claims Specialist
State Farm Insurance Company
03.2014 - 11.2016
Sales and Marketing Specialist
P&F USA
09.2013 - 03.2014
Management Trainee
Enterprise Rent-A-Car
09.2011 - 11.2012
Master of Business Administration - Finance
South University
Bachelor of Science - Behavior Analysis
Savannah State University
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