Account Executive Personal Lines
Resume:
Frances – Thomas -Murden
*** ******** *** ******* ** 10703
QUALIFICATIONS SUMMARY: Looking for a Personal Lines Account Executive Position
• • Account manager with experience in sales, client management, and risk analysis.
• • Possess over 15 years of Middle and High-Net-Worth Account Management experience.
• • Well versed with all major Middle and High-Net-Worth carriers.
• • Client facing experience to a vast clientele including Middle Market and High-Net-Worth individuals.
• • Analytical and detail-oriented with a proven ability to adapt to changing industry and consumer needs. PROFESSIONAL EXPERIENCE
Goodhart National Gorman Agency, DBA Acrisure LLC Yonkers, NY August 2006 – Present Personal Lines Account Executive
• • Manage and retain a growing book of business consisting of both middle market to High-Net-Worth accounts.
• • Responsibilities include, but not limited to handling all aspects of the renewal process, marketing, processing endorsements, quoting, billing, and checking policies for accuracy, interacting with client & carrier regularly, and provide a high level of customer service on each account.
• • Identify cross-sell opportunities to existing clients on renewal to grow book of business.
• • Analyze and evaluate insurable assets of prospects to design new business proposals tailoring to their needs.
• • Interact with Middle and High-Net-Worth professional daily and understand the level of service that is required for those types of accounts. Have great connections with Underwriters for each individual company as well.
• • Establish close relationships with key industry professionals to negotiate coverage, pricing, and placement of risks.
• • Renewal analysis and remarketing for competitive pricing and coverage to ensure client retention.
• • Interface with insurance carriers and act as the liaison between client and carrier.
• • Develop coverage strategy and marketing initiatives for renewal and prospective business.
• • Attend monthly team meetings to review protocols, marketing approaches, and industry news. Nationwide Insurance, New Rochelle, NY February 2001 – May 2005 Personal Lines Office Manager
• • Managed and retained a growing book of business consisting of both middle market and small business.
• • Processed all client requests including endorsements, certificates, and binders.
• • Interacted with clients daily to help resolve any of their insurance coverage issues. SKILLS & INTERESTS
• • MS Office (Word, Excel, PowerPoint), Agency Management System: Applied TAM
• • New York Licensed Property Personal Lines and Broker’s
• • Knowledgeable of most all major carriers
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