adrgaa@r.postjobfree.com

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208-***-****

*** * ***** ***** **.

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-***-**** - adrgaa@r.postjobfree.com - Former Manager MARILYN WHITE, RETIRED, MARSH/PAYNEWEST

208-***-**** - Former team member for12 years

Contact this candidate