Account Executive Customer Service
Resume:
Karin L. Conklin
Benicia, CA 94510
************@*****.***
EXPERIENCE:
New Business Development Executive/Program Manager
Polaris Risk Management & Insurance Services-Concord, CA
2007 To 9/17/2010
. Facilitated the marketing of new business as needed by producers
. Managed and developed various program business (Home Inspectors, Sleep
Centers, Durable Medical Equipment and Dental Programs) with a focus
on customer service and account retention
. Supported new producers assisting them in goal setting and writing new
business
. Account Executive for property management/owner accounts including
planned unit development, homeowner and condominium associations.
Worked directly with property management firms or the board of
directors of the associations
. Analyzed coverage's and attended association board meetings as
requested. Duties further included preparation of new and renewal
applications, proposals, binding, billings and claims reporting and
follow up.
Commercial Lines Producer
North Bay Insurance Brokers, Inc.-Sonoma, CA
2006-2007
. Solicitation of new business accounts
. Developed ongoing client relationships enhancing future cross-selling
and referral opportunities
. Responsible for the servicing and retention of existing clients
Commercial Account Executive
Insurance Management Corporation-Clayton, CA
2002-2006
. Facilitated training for two new producers, in helping them generate
new business
. Assisted them with setting appointments, analyzing exposures and
presenting to the client/prospect
. Processed quotes, renewals, endorsements, audits, and cancellations on
existing accounts
. Marketed and negotiated with carrier's terms, conditions and pricing
on new and renewal business
. Cross selling on existing book of business
. Prepared and presented new and renewal business proposals
In House Producer/Account Executive
Jenkins/Athens Insurance-Concord, CA
1999-2002
. Coordinated and executed all insurance and risk management services
for new and existing clients for a Rental Equipment Captive Program
. Met or exceeded established production goals for activities, changes
and problems in client coverage's and needs
. Implemented a high level of consultative services including risk
identification and analysis
. Established and maintained strong customer relationships with clients
Karin L. Conklin
1830 Mountview Terrace
Benicia, CA 94510
************@*****.***
EXPERIENCE:
Account Executive-Evangelical Lutheran Church In America (ELCA) Program
Seabury & Smith-San Francisco, CA
1997-1999
. Maintained existing accounts improving the quality of coverage and
service issues to clients
. Monitored market conditions as well as furthered communications
between the program carriers and the clients
Financial Service Broker
American E&S-San Francisco, CA
1996-1997
. Demonstrated excellent agent and carrier relationships adding new
business growth to the company
. Negotiated and worked closely with several Lloyd's of London Brokers
and British Carriers in the development of a new Employment Practices
Liability (EPL) Program, including assisting in the drafting of a new
EPL policy form which I took to London to place directly.
. Routinely reviewed and compared policy forms and coverage's
Specialty Lines Marketing Manager
Thoits Insurance Services, Inc-Palo Alto, CA
1990-1996
. Technical liaison between producers and markets for various specialty
products including Directors & Officers, Employment Practices
Liability, Pollution Liability, Patent Infringement and other
specialty lines of coverage's
. Assessed various coverage and policy forms, preparation of proposals
and assisted producers with the presentation to clients/prospects
. Kept up-to-date on the evolving marketplace regarding forms, rates,
legislation and the insurance market in general
EDUCATION/PROFESSIONAL DESIGNATIONS/AFFILIATIONS:
. San Francisco City College-General Studies
. Golden Gate University-CPCU-551-Commercial Property Risk Management &
Insurance and CPCU-552-Commercial Liability Risk Management &
Insurance
. Fire & Casualty Broker-Agent License
. Presently Pursuing Management Liability Insurance Specialist (MLIS)
Designation
. Current Member of Professional Liability Underwriting Society (PLUS)
COMPUTER SKILLS:
. Applied Systems-TAM
. Microsoft Word, Excel and Outlook Express
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