Whitney Biddick
McFarland
Summary
Experienced Account Executive with 20+ years in insurance and financial services. Specialize in writing new life insurance business for individuals and business owners, while managing book of business, and cultivating broker and client relationships. Skilled in delivering tailored coverage solutions, risk mitigation strategies, and account servicing. Proficient in Epic CRM. Licensed in Life and Health, and Property and Casualty insurance, with CISR designation.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Account Executive
Baer Insurance Services, Inc
Middleton
01.2018 - Current
- Independently lead the Life Department, writing and servicing customized life insurance solutions for individual and business clients.
- Partner with brokers and carriers to evaluate options and deliver the most effective coverage strategies.
- Conduct account reviews and policy analyses to strengthen retention, and identify growth opportunities.
- Ensure regulatory compliance, and maintain accuracy in documentation and case administration.
- Leverage Epic CRM to streamline workflows, track client interactions, and improve efficiency.
Financial Services Administrator
Baer Insurance Services, Inc
Middleton
10.2006 - 01.2018
- Case management for life insurance products; from application through policy issuance, renewals, and conversions.
- Prepared securities applications and compliance documentation; organized records for audit readiness.
- Coordinated with brokers to deliver accurate quotes, ensuring timely follow-up.
- Authored workflow procedures that improved efficiency and reduced processing errors.
- Received an all-expense-paid trip to Australia in recognition of exceptional results.
Financial Service Representative / Teller
Summit Credit Union
Fitchburg
06.2000 - 10.2006
- Supported members with consumer loans and daily banking transactions, ensuring accuracy, compliance, and strong service.
- Built lasting member relationships that drove referrals, retention, and consistent branch sales growth.
Education
Bachelor of Science - Consumer Science
University of Wisconsin–Madison
Madison, WI05-2005
Skills
- Account & Client Relationship Management
- Broker & Carrier Collaboration
- Risk Mitigation & Compliance Oversight
- Case Administration & Problem Solving
- Business Development & Cross-Selling
- Client Review Meetings
- Process Improvement and Workflow Development
- Epic CRM Software
Certification
• Life & Health Insurance License
• Property & Casualty License
• Certified Insurance Service Representative (CISR)
• Property & Casualty License
• Certified Insurance Service Representative (CISR)
Timeline
Account Executive
Baer Insurance Services, Inc
01.2018 - Current
Financial Services Administrator
Baer Insurance Services, Inc
10.2006 - 01.2018
Financial Service Representative / Teller
Summit Credit Union
06.2000 - 10.2006
Bachelor of Science - Consumer Science
University of Wisconsin–Madison