Commerical Account Manager - Remote

Leah Richard

**** ** ******* *** *********, OR **267

Cell 971-***-****

ad5yxx@r.postjobfree.com

Education

Pro schools Property/Casualty Insurance License (OR) 2003 CISR - Designation The National Alliance for Insurance 2013 Oregon Notary State of Oregon 2013

Professional Experience

2018 –5/23/2024: Commercial Account Manager/Select Accounts l Propel Insurance – Portland, Oregon

Handled Renewals and submissions, quoting exciting accounts, phone calls, email, invoicing, audits, finance agreements, endorsements and certificate requests, policy processing.

2014 – 8/1/2018: Commercial Account Manager/Select Accounts I Brown & Brown Northwest Inc. Portland, OR

Handling high volume of phone calls and emails, endorsements, and certificate requests Quoting new and renewal submissions, marketing

Processing policies

Finance agreements, billings, and invoice of premiums. 2012- 8/1/2014: Commercial Account Manager - LaPorte and Associates - Portland, OR Handle new and renewal submissions, summaries, processing policies. Quoting, endorsements, cancellations, certificates Billing and invoicing of premiums

High volume of phone calls, emails

2000 - 8/1/2012: Commercial Account Manager - Contractors Insurance Services Inc./BW Insurance Agency - Tualatin, OR

Handle phone calls, emails, endorsements & certificates, quoting new and renewal submissions, processing policies Billing, Invoicing of premiums. Ability to multi-task in a fast paced and demanding environment with exceptional time management

Skills: Word, Excel, Outlook, Applied Epic, AFW, PaperPort, Trenno, AMS, Sagitta, ImageRight, Indio