Trevor Glisson
Naples,FL
Summary
Dynamic commercial insurance professional with extensive experience in commercial lines, recognized for driving increased sales, and enhancing customer engagement. Proven track record of improving the buying experience, while elevating company visibility within target markets. Expertise includes customer service, strategic sales initiatives, and client relationship management. Career goals focus on leveraging skills to contribute to a forward-thinking organization.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Commercial Lines Account Manager
Brown & Brown
West Palm Beach, FL
10.2023 - Current
- Negotiated terms and conditions on behalf of clients with carriers.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Audited client accounts to ensure compliance with carrier requirements.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Identified cross selling opportunities through analysis of current client portfolios.
- Performed risk exposure analysis and annual reviews of accounts, increasing retention of current clients.
- Conducted account reviews to identify opportunities for additional revenue or cost savings.
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Reviewed client policies and identified areas of potential risk or coverage gaps.
Commercial Lines Account Manager
Galt Insurance Group
Naples, FL
08.2020 - 10.2023
- Managed the Agency's entire commercial book and helped jumpstart the Commercial Lines Division.
- Developed and maintained carrier and client relationships.
- Created ACCORD applications, issued COIs, submitted new and renewal business to carriers, and reviewed renewals for coverage gaps.
- Rounded out current accounts with sales expertise and product knowledge.
- Thrived in a hybrid role in which duties consisted of account management, technical assistance, and prospecting for new business.
- Aimed to increase sales pipeline through marketing emails, cold-calling and referral management.
Education
Florida Gulf Coast University
Fort Myers, FLSkills
- Account management
- Risk assessment
- Regulatory compliance
- Cross selling
- Client relationship management
- Coverage analysis
- Up to date on market trends
- Proficient in Microsoft products
- Responsiveness
- Social perceptiveness
- Exceptional customer service
- Proficient in Prioritizing Tasks
- Policy review
- Analytical Problem Solving
Affiliations
- Reading
- Chess
- Hiking
- Basketball
- Watching sports
Certification
- 2-20
Timeline
Commercial Lines Account Manager
Brown & Brown
10.2023 - Current
Commercial Lines Account Manager
Galt Insurance Group
08.2020 - 10.2023
Florida Gulf Coast University
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