Personal and Commercial Lines Account Manager

Julia Thayne

*************@*****.*** • 801-***-**** • Kaysville, UT 84037

Professional Summary:

Insurance professional who pursues opportuni2es to delight clients when servicing accounts. Well-versed in por9olio management, account reten2on, and providing customers with a resolu2on. Strong at finding coverage gaps and making recommenda2ons in a friendly, consulta2ve manner. Always brings a posi2ve, ambi2ous aBtude and asks, “Where and how else can I contribute?”

– Summary of Highlights –

• Excellent telephone and email e2queFe • Strong record-keeping skills

• Highly accurate, punctual, and prompt • Quick learner with new tasks

• Strong ability to mul2-task & priori2ze • Excellent at contribu2ng to team efforts

• Working independently & within teams • Provide excellent aFen2on-to-detail Insurance summary:

• Systems experience of Applied Epic, AMS360, HawksoQ, and EZLynx

• Providing day-to-day Account Management to clients

• Processing cer2ficates, endorsements, and policy-checking

• Worked with major carriers and portals

• Excellent follow-up and follow-through with carriers, marke2ng reps, and insureds Experience:

Insur-West • Farmington, UT

Commercial Lines Account Manager (05/2023 – Current)

• Developed and maintained rela2onships with clients to ensure customer sa2sfac2on

• Reviewed client policies and iden2fied areas of poten2al risk or coverage gaps

• Prepared proposals for new business, renewals, and endorsements

• Used Applied Epic Agency Management System

• Ensured accuracy of all documenta2on including applica2ons, invoices, cer2ficates of insurance Poulton Insurance • Salt Lake City, UT

Commercial Lines Account Manager (06/2022 - 05/2023)

• Developed and maintained rela2onships with clients to ensure customer sa2sfac2on

• Reviewed client policies and iden2fied areas of poten2al risk or coverage gaps

• Used AMS360 Management System

John Henry Smith Insurance • Boun[ful, UT

Personal Lines CSR (01/2020 - 06/2022)

• Worked on Personal Lines insurance in an alpha split book of business (‘O’, ‘R’, and ‘S’ of alphabet)

• Handled approximately 50 emails, phone calls, and requests per day

• Worked with carriers like Travelers, Progressive Auto Owners, Bear River Mutual, Acuity, and Har9ord

• Used AMS360, EZLynx and Bridge (Vertafore)

Deseret Family Credit Union • Salt Lake City, UT

Personal Lines CSR (08/2017 – 01/2020)

• Quoted and serviced Personal Lines insurance; handled about 35-40 customer contacts per day

• Handled Commercial Lines accounts, mostly BOP’s inland marine, General Liability, and Workers’ Comp

• Processed evidences of insurance (EOI’s) and endorsement

• U2lized HawksoQ Agency Management System

Cer[fica[ons:

• Property And Casualty License #: 577981 [ac2ve through 04/30/2025]

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