Personal Lines account manager
Resume:
C O N TACT
**************@*****.***
Bozeman, MT 59714
phone
address
C A R E E R O B J E C T I V E
A position that fully utilizes my experience and abilities. SUMMARY 13 years advancement of insurance knowledge, front line underwriting, CIC and CISR designated. Thurteen years progressively responsible experience accounts payable, receivable, account management. Excellent data entry, 10-key, Type 70 WPM, scheduling, computer and detail skills. Proficient in non-integrated accounting program, Excel, Microsoft Word, Windows XP, Outlook, and Applied TAM and Epic management systems.
Extremely detail oriented and able to work with minimal supervision. Strong organizational skills and excellent interpersonal communication.
E D U C ATION
January 1998
Diploma
Park High School, Livingston, MT
E X P E R I E N C E
June 2010 - Present
Personal Lines Account Manager
First West, Inc, Bozeman, MT
Property, Casualty, Surety producers license and
Notary
•
Manages large book of business for two Personal
Lines Account Executives
•
• Annual renewal reviews for each policyholder
• Prepare VIP client custom annual reviews
Front line underwriting for over 12 carriers (
inclusive of Surplus Lines.) Assist insureds with
coverage questions; making recommendations and
educating clients
•
• Take premium payments
• Facilitate Notary bonds
• Handle client claims
Work with underwriting to promote their product,
monitor rate increases
•
Utilizing our Agency Management system to
accurately document endorsements, change
requests, payments, cancellations and
communication with insured, underwriting and
service representatives
•
• CIC and CISR designations
• Operated a mulit-line phone.
Analyzed customer needs and provided tailored
solutions for specific insurance requirements.
•
Assisted in the development of marketing strategies to attract new business opportunities.
•
Performed detailed account reviews to identify
potential gaps or discrepancies in coverage levels.
•
Utilized sales techniques to increase customer base by upselling additional products.
•
Prepared presentations for internal meetings
highlighting key performance metrics.
•
Created reports summarizing customer data such
as renewal status, policy changes or cancellation
activity.
•
PERSONAL LINES ACCOUNT MANAGER
E . N I C O L E C H R I S T E N S E N
Drafted proposals for review by senior
management outlining recommended changes or
updates to existing policies.
•
Collaborated with team members to resolve
customer issues quickly and effectively.
•
Adhered to departmental standards for accuracy
and timeliness of work product delivery.
•
Developed creative solutions for difficult problems
that arose during the course of daily operations.
•
Implemented underwriting guidelines to accurately
assess risk and determine appropriate coverage
options for customers.
•
Maintained knowledge of current industry trends,
regulations, best practices and competitor
offerings.
•
Identified areas of improvement within the
department's workflow processes.
•
Facilitated training sessions for new staff on system usage and policy details.
•
Communicated regularly with underwriters
regarding pending applications or changes in
coverage limits.
•
Provided guidance on claims procedures and
available coverages to customers when necessary.
•
Developed and maintained relationships with
clients to ensure satisfaction and retention.
•
Managed policy renewals, cancellations,
endorsements, billing inquiries and certificates of insurance requests in a timely manner.
•
Researched complex client inquiries regarding
policy terms, conditions, exclusions or other
technical information.
•
Ensured adherence to company standards by
monitoring staff activities on a regular basis.
•
Evaluated current processes, procedures, systems,
and products in order to recommend changes that
would improve efficiency.
•
Implemented best practices for handling sensitive
customer data in accordance with applicable laws
and regulations.
•
Maintained up-to-date knowledge of trends in the
personal lines insurance market.
•
Developed marketing campaigns targeted at
increasing brand awareness among potential
customers.
•
Established effective communication channels
between departments to ensure all relevant
information is shared promptly.
•
Provided technical guidance on policy
interpretation and application of rules and
•
January 2005 - January 2009
Accounts Payable Clerk
Summit Resource Imports, LLC, Bozeman, MT
January 2003 - January 2005
Accounting Assistant
Zearth.com, Bozeman, MT
regulations related to personal lines insurance
policies.
Developed and implemented successful strategies
to increase customer satisfaction and retention.
•
Organized training sessions for employees on
topics related to personal lines coverage options.
•
Utilized strong problem-solving skills to resolve
customer inquiries in a timely manner.
•
Coordinated with underwriting teams to secure
coverage for high-risk clients.
•
Advised customers on product features, benefits,
pricing, and risk assessments when selecting an
appropriate policy type.
•
Monitored regulatory changes affecting personal
lines insurance policies in order to maintain up-to- date knowledge of legal requirements.
•
Identified opportunities for process improvement
and cost savings initiatives.
•
Handled all activities in accounts payable for both international and domestic vendors
•
• Closed companies payables each month
• Ensured timely payments of vendor invoices
• Produced a variety of financial reports
Assisted on completion and maintenance of general
ledgers
•
Assisted Controller with an asset based Borrowing
Base weekly
•
Developed an organized filing system for the
accounting department
•
• Responsible for negotiating past due accounts
• Operated a multi-line phone
Prepared and assisted in mutliple audits for bank(s) and outside accountant agencies.
•
Supported accounting manager with daily invoice
entry
•
• Operated a multi-line phone
Would assist sales team with phone calls regarding products
•
Assisted customers with purchase depending on
wants and needs, utilized internal customer service
•
January 2005
Bookkeeper
Robert L. Hoey Tile and Marble, Wilsall, MT
on product usage, handled customer complaints in
a professional manner.
• Handled all accounting activity
Managed phone calls, billing, purchase orders for
family business
•
• Prepared docs for accountant for 940 and 941's
Reconciled daily invoice transactions and entered
daily sales into main database
•
Responsible for contacting customers regarding
account collections and past due accounts.
•
S K I L L S
• Accounts Payable and Accounts Receivable
• Promotions and Marketing Strategies
• Cross-Selling Skills
• Great Active Listening Skills
• Book of Business Management
• Staff Training
• Management Information Systems Expertise
• Conflict Resolution Techniques
• Records Management
• Renewing Accounts
• Customer Service Process Improvement
• Client Relations Expertise
• Paperwork Processing
• Records Maintenance
• Carrier Policies
• Customer Needs Assessments
• Interpersonal Communication Skills
• Customer Retention Strategies
• Complaint Resolution
• Consultative Sales Approach
• Account Changes
• Quality Assurance Requirements
• Product Knowledge
• Complaint Handling
• Operational Efficiency
• Customer Referrals
• New Product Information
• Sales Support
• Sales Quoting
• Internal Communications
• Professional Development
• Customer Experience
• Issue Resolution
• New Account Development
• Productivity Improvements
• Administrative Support
• Program Name] Proficiency
• Property and Casualty Insurance Sales
• Annual Reviews
• Sharp Problem Solver
• Information Updates
• Product and Service Knowledge
• Activities Management
• Application Processing
• Manage Renewals
• Contact Management Systems
• Insurance Coverage Verification
• Professional Relationships
• Underwriter Collaboration
• Policy Renewals
• Insurance Practices
• Maintaining Clean Work Areas
• Update Records
• Policy Feature Explanations
• Team-Building Exercises
• Industry Best Practices
• Electronic Monitoring
• Constructive Feedback
AWARDS
• 2016 Safeco Personal Lines front line underwriting
Contact this candidate