Account Manager Commercial Insurance
Resume:
Ann Marie Noll, AAM
New Port Richey, FL
Phone: 412-***-****
Email: ad3r6n@r.postjobfree.com
Objective
A position in the insurance industry, with an emphasis on customer service, adjusting and underwriting projects. Ability Summary
Reliable to complete tasks
Collaborative with multiple departments
Growth Mindset open to learning and acquiring new knowledge
Team-Oriented work with diverse groups
Leadership experience
Employment History
04/2023 - 05/2023 CSR - Commercial
Gulf Coast Underwriters, Tampa, FL
Managed renewals, obtained quotes, prepared proposals, presented to insured or Insurance Agent in our office using Partner XP operating system
Issued Binders, processed invoices, issued ID cards, endorsements and Certificates of Insurance daily
08/2021 - 11/2022 Account Manager - Commercial
Enscoe Long Insurance Group, Bridgeville, PA
Managed & serviced a $6m book of business
All-sized accounts utilizing the EPIC operating system for all lines of business
Played an integral part of the renewal process along with providing exceptional customer service and maintaining strong relationships with both clients and carriers in a work from home environment.
Responsibilities included renewal solicitation reviews with insureds, preparation of applications, selection of markets to determine the best insurance program, claims management.
Had access to at least 30 company websites for quoting, processing of changes, policy renewals and updates.
Preparation and presentation of proposals, binding coverage, invoicing, policy verification and delivery to clients including non-profits, schools, restaurants, grocery stores, truckers, condominium associations, and contractors.
01/2021 - 06/2021 Account Manager
Duncan Financial Group, Irwin, PA
Responsible for servicing an approximate book of $8m
Played an important part in the renewal process utilizing the EPIC system
Managed a varied book of business including school buses, schools, municipalities, automobile dealers, manufacturers, and contractors 08/2017 - 12/2019 Account Analyst
Henderson Brothers, Inc., Pittsburgh, PA
Managed an approximate book of business of $10,000,000
\Worked with producers to obtain new clients, along with retaining 97% of existing clients
Transitioned from Applied TAM system to EPIC operating management system.
Varied book of business including aviation, financial institutions, technical entities, schools, manufacturers, cannabis operations, etc. 09/2014 - 07/2017 Account Service Manager
Evergreen Insurance, LLC, Greensburg, PA
Worked mainly for the president managing a book of approximately
$8,000,000 commercial business accounts, including commercial real estate, condominium associations, gas & oil entities, financial industry, business, manufacturing, distributors, non-profit clients and more
Was the S & T Bank account liaison which included marketing, managing, presenting proposals, maintaining Statement of Values Excel Spreadsheet 08/2000 - 09/2014 Account Executive
Daniell Sapp Boorn Associates, Pittsburgh, PA
Developed and maintained customer and carrier relationships dealing with top business executives, risk managers
Worked with insurance company marketing, sales and claims management departments to provide excellent customer service
Education History
Business
2 Years of College or a Technical or Vocational School Community College of Allegheny County, Monroeville, PA Occupational Licenses, Certificates and Training
12/2022 0220
Florida Insurance Department
12/2022 0215
Florida Insurance Department
Detailed References
Gary Sapp, Vice President
Daniell Sapp Boorn Associates
960 Penn Avenue
Pittsburgh, PA 15222
Lisa Fera, Division Leader
Primerica
ad3r6n@r.postjobfree.com
Pittsburgh, PA 15222
ad3r6n@r.postjobfree.com
Bill Folkerts, Account Executive
Travelers during our relationship
Pittsburgh, PA 15222
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