Commercial Lines Account Manager
Resume:
Work History
Commercial
Insurance Account
Manager
Lisa
Lathrop
Contact
Address
Warwick, Maryland 21912
Phone
********@*******.***
Skills
Lead Generation
Risk Assessment
Marketing
Process Improvement
Servicing
Claims Handling
Commercial lines
Enterprising Commercial Lines Manager, with years of experience with clients in the real estate, construction, retail, health care, education, restaurants, non-profits, etc.
Experienced in all lines of coverage, including Property, General Liability, Cyber, D&O, E&O, WC, etc.
V.P. Commercial Lines
PK Financial Group
Increased company growth through collaboration
with various brokerages and carriers.
Established performance goals for department and
provided methods for reaching milestones.
Identified opportunities to improve business process flows and productivity.
Obtained and engaged potential clients by
marketing, presenting proposals, binding and
servicing accounts.
2021-12 -
Current
Commercial Account Manager/Producer
Trident Insurance Agency
Processed daily mail, email and phone calls from
customers and producers to generate new business.
Analyzed client needs to identify coverage solutions and produced policy and quotes.
Maintained required data in agency management
system to follow corporate guidelines.
Managed client risk exposure and coordinated
services for development, retention and rounding of accounts.
Solely managed a book of $2.8M
2016-06 -
2021-12
Commercial Lines Executive/Producer
Davis-Trachtenberg, Inc.
Managed a $2.4M book of business, including
international accounts.
Marketed new and renewal business, including
adding lines of coverage and cross-selling.
Added $200,000 in additional premium due to my
2013-05 -
2016-06
Education
relationship with a restaurant chain owner.
Negotiated competitive terms with carriers on behalf of clients, securing optimal coverage at favorable rates
Commercial Account Manager
Moscker Insurance
Worked with 6 producers in placing new and
renewal business. Responsible for all marketing.
Processed daily mail, email and phone calls from
customers and producers to generate new business.
Analyzed client needs to identify coverage solutions and produced policy and quotes.
Negotiated rates to set up finance contracts.
Participated in industry events to network with
potential clients, gaining valuable insights into
market trends and competitor activities
2006-03 -
2013-05
Commercial Account Manager
Moran Insurance
Evaluated competitors' products and services to
gain competitive advantage.
Analyzed risk factors to recommend appropriate
coverage levels.
Finalized sales and collected necessary deposits.
Identified and solicited sales prospects in agency databases.
2004-09 -
2006-03
Commercial Lines Account Manager
USI MidAtlantic Inc.
Maintained consistent knowledge of industry
products and attended continuous education
events to increase product knowledge.
Executed cold calls, marketing initiatives and
networking to drive sales.
2001-09 -
2004-09
Bachelor of Arts: Communications
Temple University - Philadelphia, PA
Additional Information
Proficient in AMS360, and EPIC.
Excellent communication and marketing skills. Great rapport with customers, underwriters and coworkers. I am a dedicated, hard worker who loves to learn and help the agency advance and improve.
Licensed in MD, DE, PA and NJ.
Contact this candidate