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Skills

  • Insurance coverage gap identification
  • Client risk appetite assessment
  • Organization
  • Problem resolution
  • Supervision
  • First Aid/CPR
  • Proficient in Microsoft Excel
  • Prior authorization processing
  • Team management
  • Advanced risk mitigation techniques

Work Experiences

  • Analyzed client loss histories, leading to the identification and recommendation of corrective measures that reduced claims by 23%.
  • Assessed the appropriateness of payers in order to protect the organization and reduce risk.
  • Achieved a Employee of the Year for excellence in client service after successfully managing the renewal of $14 in gross written premiums.
  • Achieved a 15% reduction in errors and omissions claims.
  • Achieved a premium reduction of $16.
  • Looked for industry trends on social media and through online sources.
  • Analyzed global risks for international clients.
  • Assessed evolving market trends and changed clients' coverage as needed, protecting their assets during major industry shifts.
  • Achieved growth over 18 months.
  • Achieved Outstanding Service Award for client relationship excellence in 2023, recognized for consistently surpassing client satisfaction benchmarks by 24%.

Summaries

  • Award-winning account manager with a focus on developing client relationships and consistently exceeding satisfaction benchmarks by 76%.
  • Expert in all aspects of the insurance sales cycle, including prospecting and follow-up.
  • Achieved a 39% increase in binder issuance rate.
  • Adept at building strong relationships with insurance carriers.
  • Achieved savings of $2.
  • Within Miscellaneous, senior Commercial Insurance Account Manager and outstanding performer in strategic planning and process improvement.
  • Adept in educating clients on market changes.
  • Effective at managing phone calls, emails, letters, and in-person requests for assistance while adhering to framework regulations and program department guidelines.
  • Clear understanding of cross-functional collaboration and data analysis as well as quality assurance training.
  • Achieved retention rates of up to 69%.

Accomplishments

  • Assisted in restructuring commercial policies in light of regulatory changes, maintaining 15% overall compliance while optimizing client coverage.
  • Developed and maintained relationships with a book of commercial clients, helping increase renewal rates by 16% over three years.
  • Trained and mentored a team of 3 account executives, improving client portfolio management efficiency by 68%.
  • Appointed as the lead on initiative integration project, facilitating smoother collaboration between sales and underwriting teams.
  • Generated $6 in additional revenue by cross-selling Microsoft Excel policies to existing and new clients.
  • Proactively reviewed client portfolios and recommended coverage adjustments, resulting in a 9% increase in premium renewals.
  • Created and delivered training sessions on policy administration for new hires, cutting onboarding time by 72%.
  • Increased new business opportunities through targeted market analysis and networking, generating $4 in fresh revenue growth.
  • Developed and presented risk analysis reports to Beacon Labs, increasing client understanding of potential liabilities and securing $10 in new policies.
  • Successfully negotiated policy coverage extensions on behalf of Meridian’s key clients, resulting in metric.

Affiliations

  • Cyber Risk Management Association
  • Commercial Lines Account Manager Forum
  • Project Management Institute
  • Lions Club
  • American Society of Safety Professionals
  • Society of Human Resource Management
  • Collaborative Network of Commercial Insurance Managers
  • Rotary International
  • Association of Information Technology Professionals
  • Society of Financial Examiners (SOFE)

Certifications

  • Cisco Certified Internetwork Expert (CCIE)
  • RPLU (Registered Professional Liability Underwriter) from The Institutes
  • Apple Certified Associate (ACA)
  • Commercial Lines Coverage Specialist (CLCS) for broad insurance expertise
  • CLU (Chartered Life Underwriter) from The American College of Financial Services
  • Microsoft Certified Systems Engineer (MCSE)
  • Insurance Agency Operations Certificate by Cedar Works for client handling
  • Employers Liability Insurance Certificate Ironclad Systems
  • PLCS (Personal Lines Coverage Specialist) from Ironclad Systems
  • AINS (Associate in General Insurance) from The Institutes

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