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Skills

  • Understanding of medical terms
  • Communications
  • Relationship development
  • Insurance industry regulations expertise
  • Client-Focused Problem Solving
  • Cross-functional teamwork with brokers
  • CRM solution implementation
  • Data integrity
  • Customer service
  • Metric equipment

Work Experiences

  • Advised key decision-makers on complex claims.
  • Achieved zero data loss incidents.
  • Assessed compliance with cross-border regulations.
  • Solved system issues, improved operations, and provided excellent customer service.
  • Achieved premium savings of 37%.
  • Achieved growth over 18 months.
  • Achieved faster turnaround.
  • Achieved a 34% success rate on renewals.
  • Analyzed client loss histories.
  • Assessed evolving market trends and changed clients' coverage as needed, protecting their assets during major industry shifts.

Summaries

  • Empathy, dependability, and enthusiasm for customer satisfaction.
  • Listening to customers, meeting productivity goals, and staying current on company offerings are all skills she possesses.
  • Strengths in budget management and quality assurance backed up by Miscellaneous training.
  • Commercial Insurance Account Manager with 15 years of successful risk assessment and performance reporting experience.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Achieved overall savings of 6.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Working with stressed, confused, and upset people who need benefits information and supportive guidance to navigate process systems is one of my specialties.
  • Adept at building strong relationships with insurance carriers.
  • Commercial Insurance Account Manager is a multi-talented Commercial Insurance Account Manager who is consistently rewarded for planning and operational improvements.

Accomplishments

  • Reduced binder issuance errors by 36% by instituting comprehensive quality assurance checks.
  • 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%.
  • Created and delivered training sessions on policy administration for new hires, cutting onboarding time by 72%.
  • Reviewed regulatory compliance of commercial policies to ensure all underwriting procedures adhered to state and industry standards.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Managed a portfolio of 2 accounts, ensuring prompt resolution of discrepancies and claims, achieving a 70% satisfaction rate.
  • Standardized communications and reporting frameworks between departments, increasing policy quote efficiency by 56%.
  • Led quarterly reviews with commercial clients to reevaluate insurance needs, retaining 51% of accounts in a competitive environment.
  • Consulted with clients on their risk management plans, leading to a 6% reduction in preventable claims for the past year.

Affiliations

  • Independent Insurance Agents and Brokers of America (IIABA)
  • Jaycees
  • International Council of Nurses
  • International Risk Management Institute (IRMI)
  • Lions Club
  • Insurance Brokers Association Atlanta
  • Toastmasters
  • Society of Women Engineers
  • National Association of Mutual Insurance Companies (NAMIC)
  • Freemason

Certifications

  • AU (Associate in Commercial Underwriting) for enhanced underwriting skills
  • CPCU (Chartered Property Casualty Underwriter) from The Institutes
  • CISR (Certified Insurance Service Representative) from Summit Group
  • Microsoft Certified Systems Engineer (MCSE)
  • CASL (Chartered Advisor for Senior Living) from The American College
  • CLU (Chartered Life Underwriter) from The American College of Financial Services
  • Certified Public Accountant (CPA)
  • CRM (Certified Risk Manager) to improve risk assessment capabilities
  • SHRM Certified Professional (SHRM-CP)
  • Certified Public Accountant

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