Senior Account Manager /Marketing Specialist
Resume:
Lauren Tobler
Las Vegas, NV ***** 775-***-****
PROFESSIONAL EXPERIENCE
Sr. Commercial Lines Account Manager
AssuredPartners of Nevada Las Vegas, NV 12-2018 to current
● Prepare accurate specifications and applications for marketing, including client contact for information.
● Review specifications with Producer, market with companies, and follow-up with markets, including discussions with underwriters and negotiating for pricing.
● Review quotes with Producer for preparation of proposals
● Prepare proposals for Producer/account executive to present to clients. Proposals include explanation of company-specific recommendations and differences in expiring programs and specifications. Assist Producer/account executive in formal presentation to client..
● Prepare all account transactions, including applications, proposals, binders, ID cards, monthly reports, endorsements, certificates, invoicing, premium finance contracts, and correspondence on assigned
● Set up new policies and files, and prepare insurance summaries and checklists
● Review endorsements to ensure items received as ordered
● Review and order renewals. Document and follow-up on receipt of renewal quotes and policies, and investigate non-renewals
● Check policies upon receipt for accuracy and completeness; review policy forms, rates, coverages, and limits.
Commercial Lines Account Manager
Distinctive Insurance Las Vegas, NV 5/2017- 12/2018
● Prepare accurate specifications and applications for marketing, including client contact for information.
● Review specifications with Producer, market with companies, and follow-up with markets, including discussions with underwriters and negotiating for pricing.
● Review quotes with Producer for preparation of proposals
● Prepare proposals for Producer/account executive to present to clients. Proposals include explanation of company-specific recommendations and differences in expiring programs and specifications. Assist Producer/account executive in formal presentation to client.
● Prepare all account transactions, including applications, proposals, binders, ID cards, monthly reports, endorsements, certificates, invoicing, premium finance contracts, and correspondence on assigned
● Set up new policies and files, and prepare insurance summaries and checklists
● Review endorsements to ensure items received as ordered
● Review and order renewals. Document and follow-up on receipt of renewal quotes and policies, and investigate non-renewals
● Check policies upon receipt for accuracy and completeness; review policy forms, rates, coverages, and limits.
Commercial Lines Account Manager
Cragin & Pike Las Vegas, NV 4/2017- 05/2018
Marketing / Account Manager
● Prepare accurate specifications and applications for marketing, including client contact for information.
● Review specifications with Producer, market with companies, and follow-up with markets, including discussions with underwriters and negotiating for pricing.
● Review quotes with Producer for preparation of proposals
● Prepare proposals for Producer/account executive to present to clients. Proposals include explanation of company-specific recommendations and differences in expiring programs and specifications. Assist Producer/account executive in formal presentation to client.
● Coordinate the binding and ordering of policies with Account Managers.
● Prepare all account transactions, including applications, proposals, binders, ID cards, monthly reports, endorsements, certificates, invoicing, premium finance contracts, and correspondence on assigned
● Set up new policies and files, and prepare insurance summaries and checklists
● Review endorsements to ensure items received as ordered
● Review and order renewals. Document and follow-up on receipt of renewal quotes and policies, and investigate non-renewals
● Check policies upon receipt for accuracy and completeness; review policy forms, rates, coverages, and limits.
Alpine Insurance Associates Reno, NV 11/2016 – 03/2017 Commercial Lines Account Manager
● Develop and maintain proactive communications with clients, producers and insurance company underwriters. Act as the primary contact for general insurance questions and policy changes.
● Participate in developing marketing strategy for renewals and new accounts. Take primary responsibility for marketing accounts
● Gather and organize appropriate information required to market account
● Follow-up with underwriters for quotes
● Compare quotes for coverage, limits and pricing
● Negotiate terms and conditions
● Prepare proposals
● Participate in proposal presentations
● Issue binding instructions and notification to carriers
● Issue binders and invoices
● Complete surplus lines due diligence and filings when applicable RIC Insurance General Agency Reno, NV 10/2014- 11/2016 Renewal Underwriter / Account Manager
● Perform all account transactions including applications, quotations, ID cards, proposals, summaries, endorsements, certificates, audits, cancellations, follow-up, and correspondence on assigned accounts using the Agency’s Management System (Nexsure).
● Respond to client inquiries, incoming email, and company requests on a timely basis.
● Collect renewal data on assigned accounts.
● Review, submit renewal applications and order renewals per Agency procedures. Check applications and policies for accuracy. Investigate non-renewals and assist in remarketing accounts.
● Prepare quotes (coverage summaries/comparisons, proposals, and recommendations) as needed to facilitate clients/prospects understanding of coverages. Whitehead & Whitehead Reno, NV 06/2013-05/2014
Legal Assistant
● Filed all pleadings with the court clerk.
● Prepared for trials by organizing exhibits and other key evidence.
● Contacted witnesses to testify under oath at court hearings.
● Developed a working relationship with courts, clients, and attorneys.
● Contacted clients to schedule appointments and discuss the progress of their cases.
● Filed all court documents on behalf of the attorneys.
● Produced legal documents such as briefs, pleadings and appeals.
● Ordered medical records and bills and accident reports.
● Dictated and transcribed correspondence.
NatronaStaff Reno, NV 06/2012-06/2013
Recruiter
● Conducted exit interviews and verified that employment termination paperwork was completed.
● Hired employees and initiated the new hire paperwork process.
● Explained all the human resources policies, procedures, laws, standards and regulations to each employee.
● Promptly corresponded with all applicants and coordinated and conducted interviews.
● Prescreened all resumes prior to sending them to clients for consideration.
● Converted employee status from temporary to permanent.
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