Insurance Manager
Resume:
Rie Farr
*** ****** ***. *** *, Mountain View, CA 94041
310-***-****, email: *******@*****.***
Work Experience
Account Manager, Commercial Insurance (Property & Casualty) 2019 - Current Acrisure of California LLC/Suhr Risk Services of California, Campbell, California Managing mid to large size commercial insurance renewals. Duties include analyzing risks, servicing accounts/clients. Account Manager, Commercial Insurance (Property & Casualty) 2018 - 2019 Archway Insurance Brokers LLC, San Jose, California Managing small to mid size commercial insurance renewals. Duties include submission, marketing, preparing and proposals and servicing clients in daily basis.
Senior Advisor/Assistant Manager/Account Executive, Commercial Insurance (Property & Casualty) 2012 – August 2017 Toyota Tsusho America, Inc. (Loyalty Group Insurance Services, Inc.), Erlanger, Kentucky Managed commercial clients and prospected new businesses. Developed strategies to retain existing and prospect new clients. Duties included analyzing clients’ risks, marketing, presenting proposals, advising on risk management, and placing global insurance. Major cliental included auto parts manufacturers and suppliers including Toyota Group companies. Vice President, Commercial Insurance (Property & Casualty) 2009 - 2009 J&A Insurance Services, Inc., Cowan Heights, California Managed commercial insurance clients and prospected new businesses. Duties included getting information, submission, negotiation with insurance companies, preparing and presenting proposals and advising on risk management Account Manager II, Commercial Insurance (Property & Casualty) 2007 - 2009 BB&T Insurance Services of California (former: UnionBanc Insurance Services, Inc.), Fullerton, California Marketed and managed commercial insurance clients working with producers. Duties included servicing existing accounts, prospecting, analyzing risks, marketing, negotiating quotes and preparing presentations. Account Manager, Commercial Insurance (Property & Casualty) 2003 - 2006 Yamasaki Insurance Agency, Torrance, California Managed existing clients and prospected new businesses. Duties included closing sales by visiting potential businesses, obtaining insurance information, submission to insurance carriers, preparing and presenting proposals and additional advises on insurance. Account Coordinator for Japanese Businesses, Personal Lines 2001 - 2002 Arthur J. Gallagher & Co. (former: Craig M. Ferguson & Co.), Pasadena, California Prospected new businesses and provided service for personal lines insurance clients. Screened risks and needs of prospects. Provided advice to new/existing clients regarding personal insurance. Reported monthly book of business to the company. Client Service Representative, Personal Lines
1997 - 2000 Aon Risk Services, Inc., Los Angeles, California Client Service Representative for commercial related personal lines insurance. Gathered information of prospects and sent submissions to insurance carriers. Presented quotes and advised clients on insurance related issues, and followed up on claims. Education
Middlebury Institute of International Studies at Monterey, Monterey, California 1997 Master's Degree in Political Science
University of California, Los Angeles, Los Angeles, California 1995 Graduate School Coursework in Political Science
Lamson Junior College, Mesa, Arizona 1992
Diploma in Accounting
Soka University, Hachioji-City, Tokyo, Japan 1983
Bachelor's Degree in Economics
Skills
California Public Notary
California Insurance Producer (Property & Casualty, Life/Accident and Health) RWCS (Registered Workers Compensation Specialist)
AAI (Accredited Advisor in Insurance)
AIS (Associate in Insurance Services)
AINS (Associate in General Insurance)
Certification on OSHA 10-Hour General Industry
Bilingual in Japanese and English
Proficient in Microsoft Word, Excel, and PowerPoint
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