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Skills

  • Client Relationship Management (CRM)
  • Auto insurance
  • Business Planning
  • Advanced Coverage Needs Analysis
  • Client satisfaction analysis and improvement
  • Vision and dental insurance
  • Carrier Relationship Development
  • Communications
  • MS Office
  • Budgets

Work Experiences

  • Customized commercial lines packages for start-ups, contributing to $5 in new premium revenue growth in the past year.
  • Consistently exceeded service-level agreements, achieving a 81% client satisfaction rating by resolving client issues within 6 months.
  • Had an excellent attendance record and was always on time for work.
  • Consistently exceeded service-level agreements.
  • Collaborated with finance teams.
  • Approached potential clients using direct marketing strategies such as mailings and phone contracts, which resulted in a 7% increase in sales.
  • Achieved preferred pricing on high-volume commercial insurance policies.
  • Achieved zero compliance issues in 2015.
  • Attained President's Club.
  • Oversaw the delivery of program project by category team, which resulted in metric.

Summaries

  • Recognized on a regular basis for outstanding performance and contributions to the Insurance industry's success.
  • Commercial Lines Senior Account Manager with 18 years of successful budget management and quality assurance experience.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Award-winning account manager recognized in 2019 for superior client service and effective handling of complex commercial lines accounts, contributing significantly to a retention rate of 47%.
  • Achieved results within two years through strategic payment negotiation.
  • Achieved a 40% annual retention rate.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Adept in compliance with regulatory requirements.
  • Commercial Lines Senior Account Manager is a multi-talented Commercial Lines Senior Account Manager who is consistently rewarded for planning and operational improvements.
  • Boosted client satisfaction by 38%.

Accomplishments

  • Collaborated with team of 9 in the development of standard.
  • Managed a strategic relationship with initiative, resulting in enhanced service delivery and a 82% improvement in claims handling times.
  • Supported Cedar Works clients with premium audit preparation, resulting in accurate reporting and mitigating potential penalties of up to $12.
  • Identified coverage gaps in client portfolios and recommended tailored solutions, enhancing overall risk mitigation and securing 53% client retention.
  • Led a project to improve internal budgeting for insurance providers, resulting in savings of $18 and contributing to 23% operational efficiency.
  • Created comprehensive insurance proposals for new clients, leading to the acquisition of 17 high-value accounts contributing to 18 in new revenue.
  • Managed a portfolio of 7 clients with a focus on claims resolution, achieving an average claim resolution time of three years and a 31% increase in customer satisfaction.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Identified market trends in cyber liability, resulting in proactive policy offerings that led to a 17% increase in cyber insurance policy sales.
  • Provided expert advice on workers' compensation programs, helping clients achieve 39% reduction in claims costs while ensuring compliance with local regulations.

Affiliations

  • American Society of Workers' Compensation Professionals (AMCOMP)
  • Jaycees
  • Project Management Institute
  • National African-American Insurance Association (NAAIA)
  • Toastmasters
  • Insurance Accounting & Systems Association (IASA)
  • Certified Insurance Counselor (CIC) Designation Program
  • National Alliance for Insurance Education and Research (NAIER)
  • Society of Women Engineers
  • Association of Insurance Compliance Professionals (AICP)

Certifications

  • Insurance Client Relationship Management by Harbor & Co.
  • CompTIA Security+
  • Certified Risk Management Consultant (CRMC) by Meridian
  • Associate in General Insurance (AINS) by The Institutes
  • Certified Public Accountant
  • Ethical Guidelines and Compliance in Insurance by Summit Group
  • Accredited Adviser in Insurance (AAI) by The Institutes
  • Google Certified Professional Cloud Architect
  • Associate in Commercial Underwriting (AU) by The Institutes
  • Chartered Property Casualty Underwriter (CPCU®) by The Institutes

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