Commercial insurance professional with robust background in managing diverse insurance accounts. Known for effectively handling client portfolios and providing tailored insurance solutions that meet clients' unique needs. Focused on team collaboration and achieving results, adaptable to changing industry demands, and proficient in risk analysis and policy management.
Overview
27
27
years of professional experience
Work History
Commercial Insurance Account Manager
Front Range Insurance Group & AssuredPartners
Fort Collins, CO
01.1999 - Current
Focused on developing long term client relationships, ensuring satisfaction and retention through proactive communication.
Developed customized insurance solutions, aligning coverage with client needs while mitigating risk exposure. Typical account $50,000 to $1,000,000 premium.
Coordinated policy renewals and endorsements, maintaining compliance with industry regulations and best practices.
Analyzed market trends to provide strategic insights for clients, enhancing their understanding of insurance options.
New and renewal account marketing. Completed appropriate application, submission to markets, create proposal for renewal clients and producers for new business.
Primary in-house marketer for new business walk-ins and referrals to the agency.
Numerous in-person proposal presentations for both new and renewal clients.
Managed multiple staff office.
Client and Company interface to develop and complete Cost Containment requirements.
Education
Loveland High School
Skills
Skilled in utilizing account management systems effectively, TAM & EPIC Microsoft products including Word, Outlook & Teams Word processing skill 50 words per minute Diversified in multiple areas of account management, customer support, relationship development, marketing and presenting to new and renewal accounts Skilled in problem solving to resolve complex commercial insurance issues