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Commercial Insurance Account Manager

Location:
Ingleside, ON, K0C 1M0, Canada
Salary:
40-60,000
Posted:
February 10, 2018

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Resume:

DEBRA A. SMITH

***** ***** ****, *********, ******* K0C 1M0

613-***-**** or 613-***-****

ac4fdt@r.postjobfree.com

OBJECTIVE:

A challenging position where my experience, education and proven abilities will be fully utilized

CORE COMPETENCIES:

Specialized in the retention of existing clients and the procurement of new accounts through efficient/proven customer relation efforts

Fostered and maintained excellent relationships with insurer’s and clients

Serviced accounts (New Business, Renewals and Endorsements) and participated in the development, underwriting and marketing efforts

Managed a substantial account volume ($2.5M)

Proficient in General Liability, Auto Liability, Fleet Coverage, Property and Fire Coverage, Marketing, Surety & Fidelity Bonding (POA), Errors & Omissions, Directors & Officers Liability, Boiler & Machinery, and Inland Marine insurance

Strong knowledge of insurance terms, industry regulations and guidelines

Ensured timely preparation of binders, certificates and policies

Provided consistent, accurate and timely client communications

Proficient with Power Broker, TAM, Microsoft Word, Excel, Outlook and Internet Explorer

EDUCATION:

CAIB (Canadian Accredited Insurance Broker) Completed 2005

Registered Insurance Broker (RIBO license), Ontario) Completed June 2003

Life Insurance License, Ontario October 2003-lapsed

Medical Terminology 1991

Sheridan College of Applied Arts & Technology, Oakville, Ontario

Business Management Diploma 1986

Queen Elizabeth Park High School, Oakville, Ontario

Grade 13 Graduate – 4 Year Honor Course Program 1983

WORK HISTORY:

SENIOR COMMERCIAL LINES ACCOUNT MANAGER 2006-2017

McDougall Hunt Insurance Brokers, Cornwall, Ontario

Worked directly with Senior Producer Brian Hunt on VIP Accounts

Mentor for all other staff members

COMMERCIAL INSURANCE ACCOUNT MANAGER 2004-2006

Rozon Insurance Brokers Ltd, Lancaster, Ontario

Worked directly with Senior Producers and the Independent Small Business unit

DEBRA A. SMITH

613-***-**** or 613-***-****

-2-

WORK HISTORY, cont.

SENIOR ACCOUNTING CLERK 1997-2003

Pro-Eco, Oakville, Ontario

Performed AR, AP, Bank Reconciliations, Month End and Job Cost Analysis

MEDICAL SECRETARY 1991-1996

Dr. Laughlin and Dr. Stackhouse (Chiropractors) Oakville, Ontario

COMMUNITY LEADERSHIP:

Participate in the Ingleside Christmas Food Drive

REFERENCES: Available on request



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