Commercial insurance account manager
Resume:
Cheryl Evers
Westminster,CO ****0
Cell: 720-***-**** Email *********@*****.***
OBJECTIVE:
To obtain a rewarding and challenging full-time employment with a company which will allow me to use my diverse skills, strengths and abilities in the insurance industry. SKILLS PROFILE:
● Strong ability to evaluate risk, provide quotes and write policies
● Provides high level of enthusiasm and commitment when representing company
● Builds excellent rapport with customers, agents, high-level producers, staff and management
● Management experience with small teams
● Highly knowledgeable of property/casualty insurance
● Excellent communication skills
● Completes initial policy reviews for accuracy
● Works well independently as well as in a team setting
● Flexible, versatile, and innovative style
● Has solid decision-making abilities utilizing years of industry experience
● Motivates staff to achieve desired goals
● Highly organized individual utilizing effective time management techniques
● Updates applications and renewal information as needed to reflect changes throughout the year
● Inputs applications in the agency software system
● Processes and issues binders, invoices, auto identification cards and claims instructions
● Make changes and corrections from carriers
● Receives and prepare certificate requests
● Provides premium breakdowns and prepare premium summaries as directed ● Proficient on Agent Management systems.
EMPLOYMENT HISTORY:
2
Insurance Account Manager
Joan Burkett/Insurance Town and Country. 2020 to 2021 Evaluated, quoted, wrote and serviced insurance accounts Insurance Account Manager/Manor Insurance Agency Denver, CO 2017-2019
• Evaluated risk, quoted and wrote new commercial lines policies (surplus and preferred markets) with many different companies. Perficient in writing insurance coverages: bonds, general liability, commercial property, professional liability, workers compensation, inland marine, commercial auto, and more.
• Other Job duties included but no limited to, reviewing & updating renewal policies, receiving and issuing certificates, invoicing, making changes, processing endorsements, answering phones and assisting policyholders with their insurance questions and needs. Commercial Lines Account Manager/Associated Agents-Ahern Agency Lakewood, CO 20142016
• Evaluated risk, quoted and wrote new commercial lines policies (surplus and preferred markets) with several different markets/companies. Perficient in writing insurance coverages: bonds, general liability, commercial property, professional liability, workers compensation, inland marine, commercial auto, and more.
• Other Job duties included but no limited to, reviewing & updating renewal policies, receiving and issuing certificates, invoicing, making changes, processing endorsements, answering phones and assisting policyholders with their insurance questions and needs. Insurance Account Manager/Manor Insurance Agency Denver, CO 2013-2014
• Evaluated risk, quoted and wrote new commercial lines policies (surplus and preferred markets) with many different companies. Perficient in writing insurance coverages: bonds, general liability, commercial property, professional liability, workers compensation, inland marine, commercial auto, and more.
• Other Job duties included but no limited to, reviewing & updating renewal policies, receiving and issuing certificates, invoicing, making changes, processing endorsements, answering phones and assisting policyholders with their insurance questions and needs. 3
Licensed Health Insurance Agents/Connextions (Representing Kaiser Permanente) Centennial, CO 2012-2013
● Licensed and serviced customers in ten states
● Learned, understood and articulated complex Health-care programs to callers articulately and objectively
● Handled both inbound and outbound calls from potential new customers
● Assisted new customers in evaluating their needs when purchasing a new insurance plan
● Answered Health Care Reform questions
● Directed new and current customers through the marketplace and when completing the applications for health coverage and eligibility for Advanced Premium Tax Credits, Cost Sharing and possible Medicaid benefits
● Followed up with customers to ensure their needs were taken care of Temporary/Short Term Insurance Subcontractor/Self Employed 2010-2012
● Short term placement work with multiple agencies needing extra support for short period of times writing and servicing Personal and Commercial Insurance Accounts. Agent Specialist/Gardner Insurance, Denver, CO (business sold) 2008-2009
● Evaluated risk, quoted and wrote policies for Commercial Lines and Personal Lines of Insurance
● Worked with surplus and preferred markets with bonds, general liability, commercial property, professional liability, workers compensation, Inland Marine, Commercial auto and more ● Utilized underwriting background for rating
AGENT ACCOUNT MANAGER / Manor Insurance, Denver, 1998- 2007
• Evaluated risk, quoted and wrote new commercial lines policies (surplus and preferred markets). Perficient in writing insurance coverages for bonds, general liability, commercial property, professional liability, workers compensation, inland marine, commercial auto, and more.
• Worked & rated with insurance companies such as but not limited to, The Hartford, Travelers, Auto Owners, State Auto, Liberty Mutual, Philadelphia, Accuity, US Assure, C.N.A, RLI, United Fire, Fireman’s Fund, Allied/Nationwide, Pinnacol Assurance.
• Other Job duties included but no limited to, reviewing & updating renewal policies, receiving and issuing certificates, invoicing, making changes, processing endorsements, answering phones and assisting policyholders with their insurance questions and needs. 4
MARKETING MANAGER /Farmers Insurance, Aurora, CO 1987-1998
● Performed underwriting, marketing and rating of the personal and commercial lines insurance
● Set up two producers marketing strategy program
● Evaluated risk, quoted and wrote policies for personal lines (auto, homeowners and umbrella policies), and cross-sold commercial lines (commercial dwellings, general liability, property, inland marine and workers compensation).
CLERICAL SUPERVISOR, AUDITING & UNDERWRITER/COLORADO COMPENSATION-PINNACOL ASSURANCE 1988-1997
● Provided extensive customer service to policyholders and insurance producers in workman’s compensation awareness, policy and procedures
● Built excellent rapport with insurance producers
● Evaluated workman’s compensation policies including classifying, rating, scheduling, and discounting
● Analyzed risks applied to programs and identified appropriate programs for each company
● Kept abreast of market trends and current legislation regarding changes in workman’s comp laws
EDUCATION:
Human Resources and Business Management
Regis University, Denver, Co 1997-1999
LICENSES:
State of Colorado Property and Casualty & Health Insurance
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