Manager Insurance
Resume:
Penny Irby
Springfield, VA 22153
********@****.***
CAREER OBJECTIVE
Detail oriented, organized and dynamic commercial lines account manager
with over 20 years experience and excellent ability to multitask, manage
changing priorities and problem-solve seeks an opportunity in the
Property & Casualty industry.
PROFESSIONAL SKILLS
. EXCEPTIONAL COMMUNICATION SKILLS: Excellent oral and written
communication skills to convey information in an accurate and concise
manner. Courteous and professional phone demeanor and extensive track
record of establishing and maintaining positive relationship with
clients and carriers. Able to present facts clearly and concisely.
Extensive experience in negotiating and problem solving as well as
making sound independent decisions or judgments in both routine and
non-routine situations.
. HIGHLY RESPONSIBLE AND ETHICAL: Experienced in handling proprietary
information with the utmost of discretion and professionalism.
Extremely reliable and focused on following established protocol and
procedures. Conveys professional image at all times in manner, attire
and communication.
. TECHNOLOGICALLY SAVVY: Proficient in Microsoft Office, including Word,
Excel, and PowerPoint, Microsoft Outlook, Lotus Notes, Sagitta,
Travelers and Hartford web portals and able to operate all major
office equipment.
. INDEPENDENT AND TEAM PLAYER: Experienced in collaborating with
colleagues as well as completing tasks independently. Possesses strong
team player attitude and never hesitates to lend a hand to get the job
done. Extremely disciplined in the area of self-management and
personal accountability. Dedicated to delivering superior quality
work.
. ORGANIZED AND MOTIVATED: Extensive experience in maintaining order
amidst ever-changing challenges and priorities. Able to quickly multi-
task long and short-term priorities to generate desired results.
PROFESSIONAL Marsh Inc., 1255 23rd Street, NW, Suite 400, Washington, DC 20037
EXPERIENCE Client Representative, November 2008 - October 2009
Worked with clients in the industries of government contracting, IT,
biotechnical, entertainment, non-profit and transportation.
Responded promptly to daily client requests and inquiries.
Analyzed client contracts, both private and government, for compliance
with insurance program and for Certificate of Insurance requirements.
Prepared renewal marketing specifications and applications.
Prepared client presentations and proposals
Developed loss analyses and loss breakdown exhibits in chart/graph
format
Reviewed insurance policies and endorsements for adequacy and accuracy
Invoiced premium bearing documents
Reconciled client or carrier accounting discrepancies
Maintained client database
Generated premium and coverage summaries
Responded to insurance company inquiries and requests in a timely
manner.
Maintained all files in accordance with established standards
Assured timely renewal of all assigned accounts.
USI Insurance Services, LLC, 2755 Hartland Rd, Falls Church, VA 22043
Commercial Lines Assistant Operations Manager, August 2006 - Sept.
2008
Managed production team in support of account managers with focus on
prioritization and assignment of work along with ability to
multi-task.
Created new workflow procedures and streamlined existing procedures to
enhance support services
Conducted agency management database training and procedural
compliance training for new employees
Served as regional Risk Management Program internal auditor
Served as agency resource for agency database system
Served as invoicing/billing resource specialist for region and
conducted specialized company-wide training.
Provided direct assistance to account managers during peak times in
the area of renewal marketing, billing, rating and policy checking.
Served as multi-line policy coverage resource to account managers
USI Insurance Services, LLC, 2755 Hartland Rd, Falls Church, VA 22043
(Morgan & Cheves, Inc. purchased by USI Insurance Services in June 1996)
Commercial Lines Account Manager, April 1990 - August 2006
Worked with clients in the industries of habitational, real estate, construction,
non-non-profit and hospitality.
Marketed new business and renewal submissions and negotiated subsequent coverage
and pricing and pricing.
Responsible for all policy change requests and processing of subsequent endorsements.
Responsible for assisting in budget planning process and for reviewing and
verifying actual to budget figures each month.
Responsible for rating via various carrier specific online databases
(e.g. Travelers, Hartford)
Generated new and renewal proposals as well as coverage and loss analyses
Responsible for maintenance of new and renewal accounts in agency
management system
Established and maintained positive long-term relationship with clients,
carriers and brokers, many in excess of ten years.
EDUCATION George Mason University, Fairfax, VA
Bachelors of Arts, Foreign Languages, 1991
Licensed Property & Casualty Agent since 1985
29 years experience working in the property & casualty insurance industry
TECHNICAL SKILLS Extensive experience with:
Microsoft Word Lotus Notes
Microsoft Excel CBD Doc
Microsoft PowerPoint Sagitta AMS and AMS
360
Microsoft Outlook Travelers,
Hartford and Chubb online portals
DESIGNATIONS Certified Insurance Counselor (CIC)
1992-2008
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