847-***-**** firstname.lastname@example.org Chicago Area
EXPERIENCED SENIOR INSURANCE ACCOUNT EXECUTIVE
Provide clients with expertise in the field of Commercial Lines Insurance along with a quality of service that promotes and maintains long-term relationships. Maintain and develop existing and new customers through appropriate propositions, ethical sales methods and relevant internal liaison to optimize quality of service, business growth and customer satisfaction. Prepares applications, specifications and marketing strategy for new business as well as the renewals of assigned clients.
NFP Insurance Brokerage, Chicago, IL July 2015 – May 2020
Senior Account Executive
Serviced large commercial book of business with revenues of approximately $1,250,000 including construction, real estate/habitation and manufacturing.
Prepared applications, specifications and marketing strategy for new business, as well as, renewals of assigned clients.
Prepared renewal and new business proposals for presentation to the client.
Reviewed contracts for insurance requirements.
Followed-up with clients for information including updated exposures, driver information, reporting forms, signed endorsements and other miscellaneous information.
Directed and supervised daily job activities of Account Coordinator.
Prepared and scheduled and summaries of insurance.
Reviewed requests for certificates of insurance and made appropriate decisions.
Completed coverage checklists and coverage recommendation letters.
Performed follow-up for audits, dividends and retro adjustments.
Assisted clients with claim reporting and follow-up.
Recommended new and additional coverages and obtained quotes.
Visited clients to review insurance programs or new products, as necessary.
Entered client/prospect data into Agency Management System.
Secured and prepared summaries of client’s historical loss data.
Utilized online carrier tools to develop quotations.
Prepared pre-renewal information for client’s review and approval to discuss with Sales Team.
Key contributor in the development of sales and best practices manual.
AON Corporation, Lincolnshire, IL November 2002 – April 2015
Senior Client Specialist
Managed and coordinated client service processes for complex risk management accounts on all commercial coverages.
Met with AON’s Relationship Managers and clients on a regular basis to discuss service issues, changes or updates for renewal process.
Worked with AON brokers on renewals specifications and proposals.
Assigned Relationship Manager/Account Executive for Kenny Construction and Inland Real Estate.
Team Lead for transitioning of all construction client accounts from California and New York AON offices to Glenview.
2011/2013/2014 Star Award Recognition for outstanding service working with both clients and field offices.
Special Areas of Expertise
Served on the ACS Glenview Transition team when all client servicing activities were moved to Glenview ACS.
Served as mentor and provided training to new member of the ACS.
Invoicing and Bridge System champion roles which required the ability to be accessible and available to answer questions and due processes for upper management.
Thilman & Filippini, Chicago, IL December 1999 – October 2002
Mack and Parker, Inc., Chicago, IL June 1996 – December 1999
Senior Account Analyst/Marketer
Near North Insurance Brokerage, Chicago, IL July 1989 – June 1996
St. Mary’s College, Winona, MN
oBachelor’s degree in Business Management
oProperty and Casualty Producer License
Agency Management Systems: EPIC, Applied, Sagitta, CSR24
Bridge Business System
MS Office Suite