Tori Young
Walnut Creek,CA
Summary
Detail-Oriented Account Manager adept at overseeing diverse client needs across multiple insurance lines. Focused on fostering strong relationships and delivering impactful solutions to enhance client retention and satisfaction.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Account Manager
Arthur J. Gallagher & Company (formerly Woodruff Sawyer)
06.2024 - Current
- Oversee a portfolio of high-growth, venture capital-backed Life Sciences and Technology clients, supporting complex risk and insurance needs.
- Manage a book of business of 45+ clients and 200+ policies, including Property & Casualty, Management Liability, Cyber, and International coverages
- Help lead renewal strategy, marketing accounts to carries, and collaborating with Account Executives to help structure tailored coverage solutions.
- Assess exposures and negotiate terms with underwriters
- Cultivate strong relationships to ensure satisfaction and drive business growth
- Facilitate daily client inquiries and delegate administrative tasks to Client Service Associates and Service Support Managers
- Manage a book of business of 45+ clients and 200+ policies, including Property & Casualty, Management Liability, Cyber, and Foreign Liability coverages
Account Representative
Arthur J. Gallagher & Company (formerly Woodruff Sawyer)
05.2022 - 06.2024
- Worked in conjunction with Account Managers to support client service needs while independently managing a small portfolio of accounts.
- Collaborated with cross-functional teams to streamline communication and enhance service delivery.
- Developed and maintained strong relationships with clients, leading to increased trust and loyalty.
- Analyzed client needs and recommended appropriate insurance products to mitigate risks effectively.
Senior Client Associate
Insurance Office of America (IOA)
03.2017 - 05.2022
- Handled policy endorsements, audits, cancellations, reinstatements, invoices, certificates, and loss runs.
- Independently resolved moderate to complex customer service problems
- Supported Account Managers across a diverse book of business, including Construction, Real Estate, and Wholesale/Distribution clients, while independently managing my own small book of business
Education
Bachelor of Science - Communication
California State University, East Bay
Hayward, CA09-2015
Skills
- Commercial Insurance
- Applied Epic
- Client Relations & Customer Service
- Client Retention
- Proficiency in Microsoft Office
- Data Entry and Filing
- Problem Assessment & Resolution
- Strong Communication and Written Skills
Certification
- California Property & Casualty Broker License
- Certified Insurance Service Representative (CISR)
- Commercial Lines Coverage Specialist (CLCS)
Timeline
Account Manager
Arthur J. Gallagher & Company (formerly Woodruff Sawyer)
06.2024 - Current
Account Representative
Arthur J. Gallagher & Company (formerly Woodruff Sawyer)
05.2022 - 06.2024
Senior Client Associate
Insurance Office of America (IOA)
03.2017 - 05.2022
Bachelor of Science - Communication
California State University, East Bay