Customer Service Insurance Specialist
Resume:
*****************@*****.**
m
Meridian, ID, 83646
Commercial Insurance Account Executive
STEPHANIE
BLEDSOE
E D U C A T I O N
HARTFORD SCHOOL OF
INSURANCE
Orlando, FL
Commercial Insurance
Coverage Specialist
Commercial Insurance (May
2004)
A D D I T I O N A L
S K I L L S
Knowledgable on all Microsoft
Products / Experience with
di erent agency management
systems Sagitta, TAM and Applied
Excellent interaction skills
Negotiation
Creativity
L I C E N S E S A N D
C E R T I F I C A T I O N S
CRIS Commercial Insurance
Coverage Specialist
MLIS Management Liability
Insurance Specialist
CLCS Commercial Lines Coverage
Specialist
AINS Associate In General
Insurance
Property and Casualty Licensed
Agent #108099 IDAHO
Surety Licensed Agent # 108099
IDAHO
C A R E E R O B J E C T I V E
Detail-oriented professional with 15.5+ years of experience and a proven knowledge of work ow prioritization, customer service, and relationship management. Aiming to leverage my skills to successfully ll the Commercial Insurance Account Executive role at your company. P R O F E S S I O N A L E X P E R I E N C E
COMMERCIAI INSURANCE ACCOUNT EXECUTIVE
Mustard Seed Financial and Insurance, Meridian, ID / Mar 2018 – Mar 2019
Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes when needed Seek out new clients and develop clientele by networking to nd new customers and generate lists of prospective clients. Customize insurance programs that align with clients/potential clients business needs, o ering coverage for a variety of risks Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
Sell various types of insurance policies to businesses on behalf of insurance companies
COMMERCIAL LINES ACCOUNT EXECUTIVE
The Hartwell Corporation, Caldwell, ID / Sep 2015 – May 2017 Contact underwriter and submit forms to obtain binder coverage. Customize insurance programs to suit individual customers, often covering a variety of risks.
Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change bene ciaries.
Interview prospective clients to obtain data about their nancial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage. Seek out new clients and develop clientele by networking to nd new customers and generate lists of prospective clients. Develop marketing strategies to compete with other individuals or companies who sell insurance.
COMMERCIAL INSURANCE LEAD ACCOUNT MANAGER
PayneWest, Boise, ID / Dec 2005 – Sep 2015
Contract review for insurance compliance
Promote agency products to customers in person, over the phone and in writing
Promote client retention through high quality customer service and follow through
Research coverage premiums and options and supply the client with best coverage options available
Present account proposals in a professional and timely manner Work closely with assigned Producer to retain and grow book of business
Process policy applications, payments, endorsements and cancellations
ASSISTANT ACCOUNT MANAGER
MARSH, Boise, ID / Nov 2002 – Dec 2005
Process policy applications, payments endorsements and certi cates of insurance
Follow up with clients regarding online information requests Promoted client retention through high quality customer service and follow through
Compare information from application to criteria for policy reinstatement and renewals
R E F E R E N C E S
TRACI MCCLURE, VICE PRESIDENT OF OPERATIONS AND
CORPORATE DIRECTOR OF HUMAN RESOURCES, THE
HARTWELL CORPORATION
208-***-**** - *****@***************.*** - Former Manager MARILYN WHITE, RETIRED, MARSH/PAYNEWEST
208-***-**** - Former team member for12 years
Contact this candidate