Traci Waddell
Red Rock,AZ
Summary
Commercial professional with extensive experience in managing commercial accounts and delivering tailored solutions to clients. Known for effective team collaboration and achieving significant results. Reliable and adaptable, possesses strong negotiation and strategic planning skills valued by employers.
Overview
32
32
years of professional experience
Work History
Commercial Account Manager
Alliant Insurance Services Inc.
San Bernardino, CA
03.2023 - 10.2024
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Maintained high client retention rate by providing exceptional customer service a
- Prepared customer presentations and demonstrations of products to solicit new business.
- Managed client risk exposure and coordinated services for development, retention and rounding of accounts.
- Processed daily mail, email and phone calls from customers and producers to generate new business.
Account Manager
HUB International Insurance Services
Eugene, OR
05.2022 - 03.2023
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Processed endorsements, invoicing, audits and certificates
Commercial Accounts Manager
PayneWest Insurance
Bozeman, MT
09.2018 - 05.2022
- Streamlined account management processes for improved efficiency and productivity.
- Optimized internal processes and systems for managing commercial accounts, resulting in reduced manual effort and improved overall efficiency.
- Assisted in the development of marketing campaigns targeting prospective commercial clients, generating increased business leads and conversions.
- Increased client satisfaction by effectively managing commercial account portfolios and providing exceptional customer service.
- Fostered long-term partnerships with key suppliers/vendors involved in supporting our client''s businesses, ensuring collaborative support towards mutual success.
Commercial Insurance Agent
Central Insurance Agency
Belgrade, MT
11.2012 - 09.2019
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
Commercial Insurance Account Manager
First West Insurance
Bozeman, MT
09.1999 - 09.2012
- Enhanced client satisfaction by addressing inquiries and providing prompt resolutions to commercial insurance concerns.
- Developed strong working relationships with carriers, fostering a network of resources and support for clients'' insurance needs.
- Streamlined policy renewal processes for increased efficiency and reduced client wait times.
- Provided ongoing support to clients through regular communication and updates on policy changes or industry developments.
- Managed a diverse portfolio of commercial accounts, maintaining high levels of professionalism while balancing competing priorities and deadlines.
Personal Insurance Account Manager
Central Insurance Agency
Belgrade, MT
09.1992 - 09.1999
- Developed long-lasting relationships with clients to foster trust, loyalty, and a deep understanding of their insurance needs.
- Conducted thorough risk assessments for prospective clients to accurately determine appropriate coverage levels based on individual needs.
- Proactively identified upselling opportunities within existing accounts, resulting in expanded coverage for clients and increased revenue for the agency.
- Collaborated with sales teams to identify potential new clients, leading to an expansion of the agency''s client base.
Education
High School Diploma -
Three Forks High School
Three Forks, MT06-1987
Skills
- Client Relationship Building
- Relationship Management
- Proposal Writing
- Teamwork and Collaboration
- Problem-Solving
- Time Management
- Attention to Detail
- Multitasking Abilities
- Reliability
- Excellent Communication
- Customer Satisfaction
Timeline
Commercial Account Manager
Alliant Insurance Services Inc.
03.2023 - 10.2024
Account Manager
HUB International Insurance Services
05.2022 - 03.2023
Commercial Accounts Manager
PayneWest Insurance
09.2018 - 05.2022
Commercial Insurance Agent
Central Insurance Agency
11.2012 - 09.2019
Commercial Insurance Account Manager
First West Insurance
09.1999 - 09.2012
Personal Insurance Account Manager
Central Insurance Agency
09.1992 - 09.1999
High School Diploma -
Three Forks High School