Manager Account
Resume:
Tracy Mundy
Antioch, Ca. *4509
Telephone
Home 925-***-****
Cell 925-***-****
Objective
To find a position that will allow me to grow within the insurance industry and
move into a management position
Work Experience
Arthur J. Gallagher Lafayette, Ca. 3/4/2008-1/6/2011
Account Manager
Worked with Producer and independently to perform risk analysis and obtain
underwriting information for new and current clients. Performed loss analysis
based on loss runs. Negotiated with underwriters regarding coverage and
premium. Reviewed policies for coverage discrepancies’ and ordered correcting
endorsements. Processed all billings. Took claim reports and forwarded to
carriers. Followed up on diary activities for completion in a timely manner.
• Administrator for Certificates Now, online certificate processing system
• Reviewed client contracts and leases for insurance compliance
Hilb Rogal and Hobbs Insurance Services of California
Novato and Concord, Ca. 4/2002-1/2008
Account Manager
Worked with Producer and independently to perform risk analysis and obtain
underwriting information for new and current clients. Performed loss analysis
based on loss runs. Negotiated with underwriters regarding coverage and
premium. Reviewed policies for coverage discrepancies’ and ordered correcting
endorsements. Processed all billings. Took claim reports and forwarded to
carriers. Followed up on diary activities for completion in a timely manner.
• Reviewed client contracts and leases for insurance compliance
• Sold over $150,000 in revenue
ISU Insurance Services of San Francisco San Francisco, Ca
6/1998-4/2002
Account Manager
Worked with Producer and independently to perform risk analysis and obtain
underwriting information for new and current clients. Performed loss analysis
based on loss runs. Negotiated with underwriters regarding coverage and
premium. Reviewed policies for coverage discrepancies’ and ordered correcting
endorsements. Processed all billings. Took claim reports and forwarded to
carriers. Followed up on diary activities for completion in a timely manner.
• Reviewed client contracts and leases for insurance compliance
• Oversaw Commercial Lines department from January 2002 until leaving
American E & S Brokers of California San Francisco, Ca.
12/1996-6/1998
Underwriter
Reviewed applications for acceptance and determination of carrier to rate risk
with. Rated risks, produced quotes and forwarded them to retail brokers. Bound,
issued and billed policies, endorsements, and audits. Reviewed inspection
reports for items that needed to be remediated.
Education
Truckee Meadows Community College Reno, NV
General business and accounting courses. Unable to complete program due to
personal tragedy
Designation
CISR 10 Years
CIC 5 Years
Skills
Microsoft Outlook, Word and Excel
Sagitta, AFW and TAM agency management systems
Proficient in Certificates Now, online certificate processing program
Online carrier rating websites (Hartford, Travelers, Allied, Fireman’s Fund,
Republic Indemnity, ICW, Berkshire Hathaway and many others)
ETfile electronic correspondence attachment system in connection with TAM
operating system.
75 wpm Typing
10 Key by touch
Professional References
Kathleen Vortriede Operations Manager Arthur J. Gallagher
Telephone: 925-***-****
Email: abhwrd@r.postjobfree.com
Mike Machette Area President Arthur J. Gallagher
Telephone: 925-***-****
Email: abhwrd@r.postjobfree.com
Natalie Jelavich Operations Manager Coastline Water
Resources
Telephone: 916-***-****
John Cooper Operations Manager J&M, Inc.
Telephone: 925-***-****
Personal References
Michael Sidore Territory Sales Director Fireman’s Fund
Telephone: 925-***-****
Email: abhwrd@r.postjobfree.com
Karen Mills Account Manager Arthur J. Gallagher
Telephone: 925-***-****
Email: abhwrd@r.postjobfree.com
Contact this candidate