Commercial Account Manager - Main Street Insurance Group - Charlotte, NC
(2021-11)
- Increased book of business by establishing strategic and individualized plans aligning with clients' insurance needs and business goals.
- Cultivate strong client relationships to enhance customer satisfaction and retention.
- Analyze market trends to identify new business opportunities and optimize account performance.
- Assist in the creation and implementation of solutions which improve service, delivery and efficiency.
- Manage a book of business totaling $2,000,000 in revenue.
Care Center Commercial Underwriter - Cincinnati Insurance Companies - Fairfield, Ohio
(2015-02 - 2021-11)
- Managed territory comprising $5,800,000 annualized premium.
- Analyzed monthly reports to assess profitability and identify pricing adjustments within assigned territory.
- Promoted client retention through high-quality service and follow-through.
- Cultivated and maintained relationships with 17 agency partners to enhance collaboration and service delivery.
- Assisted in training new associates to ensure effective onboarding and integration into team processes.
- Handled various duties to assist team efficiency.
- Underwrote new accounts to determine eligibility and pricing using multiple resources including claims history, motor vehicle reports, exposures, audits, etc.
- Reviewed coverage limits and exposures for accuracy and made coverage recommendations.
- Discussed audit findings with insureds and agents and addressed adjustments, if necessary.
Office Manager - State Farm - Various Locations
(1999-08 - 2015-02)
- Promoted client retention through high-quality service and follow through.
- Followed up with potential clients from online information requests to address inquiries and facilitate decision-making.
- Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.
- Achieved $16,000 in annual life insurance premium within a 3-month timeframe to drive revenue growth.
- Researched and analyzed coverage and premium options, providing clients with optimal coverage solutions.
- Performed interviews for prospective employees.
- Facilitated training programs for new employees.
- Organized office calendar to ensure timely management of agent and employee schedules.
