Account Manager Commercial Lines
Resume:
Michelle C. Strange
Pauline, SC 29374
*****************@*****.***
Commercial Lines Account Manager
United Risk Advisors – Part of Forestry Mutual Insurance Company
I have been in the industry for over 30 years, and I continue to further my knowledge of the insurance industry and continue to assist my accounts in the best way I can as a financial adviser.
I am fluent on AMS – Admin and generated the Proposal Builder for the Producers.
Timber Dealers, Lumber Trucks, Workers Comp for the Sawmill yards, Timber Equipment are just a few things ‘I have recently learned in my Curren position.
Associate Agent/ PL Account Manager
CWS Insurance Agency/ Part of Correll Insurance Group
September 2023 – August 2024
I have been in the industry for over 30 years, and I continue to further my knowledge of the insurance industry and continue to assist my accounts in the best way I can as a financial adviser.
I currently use AMS 360, Work Smart and Image Right for document storage.
Life Insurance Associate
Associate Agent/ PL Account Manager
Spears & Houston Insurance Group / Accrisure LLC.
August 2019 – August 2023
Sell new products to existing customers
Life Insurance Associate
Retention, quoting to get better rates. Assist with customers on the phone and in the office daily.
Administrator for Agency Management system, QQ Catalyst and implementing Epic in November
Assisted with issuing certificates for Commercial Lines
Commercial Lines Auto, sell and provide service to those accounts plus Commercial Auto.
Built and maintained reports as requested or needed to meet deadlines by Management.
Helped team with learning new products
Resolving difficult matters with customers
Assisted with management of team, procedures etc.,
Production Control
KDMK/ Adecco – Mt. Sterling KY
October 2017- May 2018
Print and Maintain Daily Production Control for production floor.
Prepare product change for production floor as needed.
Built and maintained reports as requested or needed to meet deadlines by Management
Update product drawings as needed. participated in entering data as needed for inventory
BUSINESS ANALYST
NTT Data / Commonwealth of Kentucky
E-Clinical Works EMR Helpdesk/ OATS Team
May 2016- September 2017 – Temporary Project
Monitor Helpdesk email and phone
Support end users and troubleshoot problems with EMR system
oFacilitates problem resolution
oAnalyzes alternatives for collection, manipulation, storage, retrieval and dissemination of information
oServes as a resource to management in the determination and evaluation of project needs
Support end users on medical billing, coding, ERA, Claims and how to correct workflows
Built and maintained reports as requested or needed to meet deadlines by Builders
User enrollment and credentials for Software
Participates in requirements gathering sessions with the customer (Department for Public Health)
Assists the project manager in determining information and data requirements and communicates those to internal and external staff
LICENSED SALES – ACCOUNT MANAGER / OFFICE MANAGER
Murphy Agency- Mt. Sterling KY
November 2016- May 2017
Sales, Property Casualty, Commercial and Life Financial Products
Resume duties from previous employers
Update customer data base
Merge Customer files from paper files to digital files
Support and train on new computer-based products and procedures
Accounts payable / Accounts Receivable
Responsible for reasonable claim payments issued to Customers
LICENSED SALES - ACCOUNT MANAGER/ OFFICE MANAGER
JOSEPH TOMLINSON & ASSOCIATES -
April 2013 to October 2016
Sales, Property Casualty, Commercial and Life Financial Products
Provide technical support to Agency Staff
Schedule appointments with clients Completes applications in coordination with Sales Executive/Account Executive(s); submits applications to eligible and appropriate carriers; follows up to no ensure timely receipt of quotations and policies.
Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forward them to client with appropriate correspondence.
Determines if direct or agency billing is appropriate and invoices accordingly.
Prepare summaries of insurance, schedules and proposals forward processing as needed.
Process renewals in coordination with Sales Executives/Account Executive(s) according to agency procedures.
Review audits of policies; verify accuracy and facilitates corrections, as needed, between client and carrier.
Verify policy and policy change information, facilitating corrections when necessary.
Process incoming mail and phone requests, responding promptly and appropriately.
Uses agency credit and collection policy in invoicing and pursuing prompt payments, request cancellations from the carrier according to agency standards.
Determine reasons for requests for cancellations; acts to save accounts
Process and follow up on cancellations requests to carriers to ensure accurate and timely resolution; maintains agency in in financial equity whenever possible.
Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status, according to agency procedures. Assist with mediation and follow up once the repairs are completed.
Daily Remittance/ prepare daily deposit
Responsible for reasonable claim payments issued to Customers
Accounts Payable / Accounts Receivable
LICENSED SALES AND ACCOUNT MANAGER/ OFFICE MANAGER
LARRY DEMPSEY AGENCY/ ALLSTATE INSURANCE COMPANY
January 2010 to April 2014
Sales, Property Casualty, Commercial and Life Financial Products
Set priorities and managed workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
Meet with CAT Team members as well as Claims Field Adjusters. Maintained a cordial and effective
Relationships with clients, coworkers, carriers, vendors and other business contacts.
Kept informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
Interacted with others effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency. As well as continuing to do the duties I am currently responsible for as well.
SKILLS
Very familiar with carriers such as Travelers, Progressive Auto Owners, Foremost, Daigle, NATP, Blueridge, just to name a few. (30+ years), QQ Catalyst, AMA 360, Applied EPIC and TAMS and EZ=Lynx, Account Management (30 + years), Billing (10+ years), Bookkeeping (3 years),
Customer Service (30+ years), Data Entry (10+ years), Documentation 30 + years), Excel (30 years), Fax (10+ years), Filing (30+ years), Human Resources (4 years), Marketing (30+ years), New
Business Development (30+ years), Networking (6 years), Office Management (30+ years), PowerPoint (6Years), Receptionist ((30+ years), Risk Management (30+ years), Sales (30+ years), Training (10+ years), Typing (30+ years), Word (30+ years)
CERTIFICATIONS:
National Alliance Certified Insurance Service Representative – CISR
Currently working on CISR Elite
State of Kentucky Property & Casualty Producer License
November 2016 – 2018
License to sell, solicit, maintain Property and Casualty products. Kentucky Medicaid/ Medicare Certification.
State of South Carolina Insurance Property & Casualty Producer License
January 1989 to Current
License to sell, solicit, maintain Property and Casualty products. South Carolina Medicaid/ Medicare Certification.
Allstate Southeast Region Good Hands Master Certification (First to Complete in the South East Region)
November 2015
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