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Manager Account

Location:
Orangevale, CA
Posted:
March 14, 2018

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Resume:

Brenda Ann VanNoy

**** ****** *****

Orangevale, CA 95662

916-***-****

ac4svg@r.postjobfree.com

SUMMARY

Insurance professional with 17 years of brokerage experience specializing in Construction. Knowledgeable on all commercial lines and experienced with account management, retention, marketing, cross selling and providing high-level customer service.

STRENGTHS

• Technical knowledge

• Familiar with online rating systems

• Maintaining client and underwriting relationships

• Organization and time management

• Excellent communication

• Proficient with Applied Systems (TAM, EPIC)

EXPERIENCE

Western Elite Insurance Services - Roseville, CA October 2016 to July 2017 Commercial Account Manager

• Manage client relationships and responsible for day to day servicing.

• Work closely with agents on marketing and renewal of accounts.

• Responsible for renewing 20 - 30 mid to large sized accounts and marketing those at risk per month.

• Present and clearly explain insurance options to clients.

• Prepare all paperwork for processing new business and renewals.

• Research coverage and premium options.

• Rounding out of accounts.

• Servicing clients: changes, audits, claims.

Todd Garibaldi Insurance - Lodi, CA August 2016 to October 2016

Commercial Account Manager

• Manage client relationships and responsible for day to day servicing.

• Responsible for renewing 20 - 30 mid to large sized accounts and marketing those at risk per month.

• Servicing clients: changes, certificates, policy processing, audits, claims.

• Present and clearly explain insurance options to clients. Paragon Insurance - Folsom, CA March 2016 to May 2016 Commercial Account Manager (Contract assignment through The Jacobson Group)

• Manage client relationships.

• Servicing clients: changes, certificates, policy processing, audits, claims.

• Present and clearly explain insurance options to clients.

• Rounding out of accounts.

• Responsible for account renewals and marketing those at risk.

• Prepare all paperwork for processing new business and renewals.

• Research coverage and premium options.

Bozzuto & Company Insurance Services, Inc. – Orangevale, CA April 2014 to June 2015 Commercial Account Manager

• Manage client relationships and responsible for day to day servicing.

• Servicing clients: changes, certificates, policy processing, audits, claims.

• Work closely with agents on marketing and renewal of accounts.

• Responsible for renewing 20 - 30 mid to large sized accounts and marketing those at risk per month.

• Present and clearly explain insurance options to clients.

• Prepare all paperwork for processing new business and renewals.

• Research coverage and premium options.

• Rounding out of accounts.

Brown & Brown Insurance Brokers of Sacramento – Rocklin, CA July 2001 to March 2014 Account Executive (2009 - 2014)

• Manage client relationships.

• Responsible for renewing 40 - 60 small to mid sized accounts and marketing those at risk per month.

• Present and clearly explain insurance options to clients.

• Prepare all paperwork for processing new business and renewals.

• Research coverage and premium options.

• Rounding out of accounts.

EDUCATION

American River College, Sacramento, CA – classes attended Mesa Verde High School, Citrus Heights, CA - diploma LICENSE

California Property & Casualty License, Life & Health License #: 0D93077 COMPUTER SOFTWARE

Applied Systems (TAM, EPIC), CSR24, Microsoft Office, Excel, E-tfile, Paperport



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