Zachary Wheeless
Grovetown,GA
Summary
Proven Commercial Lines Account Executive at Acrisure LLC, adept in customer service and negotiation, successfully managed a $3.5 million book of diverse P&C accounts. Leveraged strong relationships and sales presentation skills to enhance account planning and secure renewals, demonstrating a keen ability to exceed targets while fostering client rapport.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Commercial Lines Account Executive
Acrisure LLC
Evans, GA
01.2022 - Current
- Administered management of $3.5 million book in Commercial P&C accounts.
- Serviced and communicated with customers regarding normal service work, renewals, new business (sold other products), billing questions, claims, and processing of accounts.
- Re-marketed and shopped accounts with numerous admitted carriers and through E&S market brokers.
- Worked closely with underwriters to build rapport, and learn marketing trends.
- Located essential endorsements forms and issued COI(s) per requirements from holders and vendors.
- Handled agency bill policies involving extensive subjectivities and collected monies prior to binding.
- Invoiced and processed billings for Agency Bill policies.
- Responsible for expiration list and worked with producer to review upcoming renewals.
- Experience with Professional Liability, Cyber, EPLI, Workers Compensation, Business Auto, BOP policies, Malpractice policies, Inland Marine, Commercial Package, Umbrella, Excess policies, and Surety Bonds.
- Created Proposals and reviewed with producers for middle market and small commercial accounts.
- Responsible for endorsing and locating endorsements for accounts updates.
- Experience in Applied Epic system.
Real Estate Assistant
Blanchard and Calhoun - Amanda Holliman
Evans, GA
01.2021 - 12.2021
- Provided administrative support to real estate team, including data entry and file management.
- Conducted market research and compiled data on recent property sales.
- Conducted property inspections and reported findings to real estate agents.
- Sorted and distributed incoming faxes, letters and emails for office distribution.
- Wrote purchase agreements, disclosures and other contractual documents, using DocuSign to obtain signatures and complete paperwork.
- Kept office equipment functional and supplies well-stocked to promote efficient operations.
Education
BBA - Business Administration
Augusta University
Augusta, GA12-2021
Skills
- Customer service
- Customer rapport
- Negotiation skills
- Account planning
- Strong relationships
- New business opportunities
Certification
- Certified Builders Insurance Agent (Builders Mututal)
- Property and Casualty Insurance License
Timeline
Commercial Lines Account Executive
Acrisure LLC
01.2022 - Current
Real Estate Assistant
Blanchard and Calhoun - Amanda Holliman
01.2021 - 12.2021
- Certified Builders Insurance Agent (Builders Mututal)
- Property and Casualty Insurance License
BBA - Business Administration
Augusta University
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