Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Tierney Whitaker

Lakeland

Summary

Dynamic Commercial Lines Account Manager with Acentria Insurance, skilled in policy negotiation and client relationship building. Successfully maintained a $4M book of business while enhancing revenue through strategic account reviews. Known for delivering exceptional customer service and, driving client satisfaction and retention, with 13 years of experience in the property and casualty field.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Commercial Lines Account Manager

Acentria Insurance
Lakeland
03.2020 - Current
  • Negotiated terms and conditions on behalf of clients with carriers.
  • Conducted account reviews to identify opportunities for additional revenue or cost savings.
  • Researched and resolved billing discrepancies promptly.
  • Responded promptly to inquiries from internal staff and external customers.
  • Remained current on the latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
  • Pursued payment requests on past due accounts, utilizing credit and collection policies and requested cancellations.
  • Marketed the new business as assigned by the producer.
  • Developed strong relationships with employees, carriers, and clients.
  • Maintained a large book of business, with a high retention rate.

Commercial Lines Assistant

Jefferson-Allsopp Insurance
Lakeland
08.2012 - 03.2020
  • Participated in marketing meetings.
  • Prepared certificates of insurance.
  • Processed binders, policies, and endorsements.
  • Worked alongside the account manager and producer.
  • Answered calls on the switchboard.
  • Provided excellent customer service.

Education

High School Diploma -

Lakeland Christian School
Lakeland, FL
05-2008

Some College (No Degree) - Business Administration

Polk State College
Lakeland, FL

Skills

  • Policy negotiation
  • Account management with middle-market size
  • Claims processing
  • Risk assessment
  • Excellent customer service
  • Regulatory compliance
  • AMS 360
  • Applied EPIC
  • Microsoft Suite
  • Teamwork
  • Writing new business with complexity
  • Working independently
  • Client relationship building
  • Proposal writing
  • Maintaining an $4M book of business

Certification

  • Active State of Florida 4-40 License

References

References available upon request.

Timeline

Commercial Lines Account Manager

Acentria Insurance
03.2020 - Current

Commercial Lines Assistant

Jefferson-Allsopp Insurance
08.2012 - 03.2020

High School Diploma -

Lakeland Christian School

Some College (No Degree) - Business Administration

Polk State College
Tierney Whitaker