Account Manager Relationship Management

MICHAEL J. CANAPE

518-***-****- ***************@*******.***- Linkedin

HIGH-PERFORMING, Award business manager, who skillfully manages ever changing needs of clients, spearheads initiatives and positions high retention team results. Years of consistent product scaling within rapidly growing industry in client-facing roles. Recognized for talent in collaboration and relationship management. Directs ongoing performance analysis to provide real-time insight. Demonstrates strength making well informed decisions with keen awareness for sales opportunities. Eager to bring career expertise to new role.

Core Competencies

Vision & Strategy Sales Management Executive Collaborator

Operational Leadership Negotiations Presentation

Process Reengineering Reporting & Performance Metrics Relationship Management

Client Communications Forecasting Team Leadership

Computer Skills: Microsoft Office (Excel, Word, Power Point); Management systems-Vertafore, Hawksoft

Professional Background

AGENCY MANAGER/PERSONAL AND COMMERCIAL ACCOUNT MANAGER/PRODUCER – MSCC LLC, Insurance Agencies, New York

Insurance Broker and Agency serving the greater upstate New York region; family owned over 3 generations

AGENCY MANAGER/ACCOUNT MANAGER/PRODUCER – Alpha Insurance Agency, Venice, Florida (2016-2019)

Independent insurance agency, representing over 40 major carriers.

BUSINESS DEVELOPMENT

-Receive highest award for independent agent by 2 of the largest carriers in the nation

-Integral role in scaling family-owned agency to around $10M agency

-Serves as the team leader for agency; champion for collaboration and dually effective in autonomous client management

-Performs client ratings, and underwriting policies, reviewing, and developing plans to deliver to clients

-Assesses client's objectives, aligns timeliness and deliverables; addressing when and how to make appropriate plan modifications

-Serves as a subject matter expert with wide scope of knowledge on all forms of insurance (Personal and Commercial)

-Remains informed of policy changes, important deadlines, and legal regulations, conveying to client base as relevant

-Portfolio of reputable insurance carriers, identify opportunities to improve coverages and rates

-Performs ongoing analysis to provide real-time insight on industry trends and policy changes

-Skilled negotiator and assessor, requests quotes from reputable carriers based on exposure and risks

-Trusted to maintain reputation with respect to overall business operations, and ensures consistent messaging in communications

OPERATIONS LEADERSHIP

-Trained professional over course of career, with high retention

-Operated and managed 3 locations at one time managing a staff of over 15 employees

-Served as Administrator of agency, executing payroll and reconciling agency expenses

-Hire, onboard, trained and evaluated the performance of core group of professionals

-Hands-on management style, with ability to run business top to bottom, leading by example

-Appropriately delegate responsibilities and areas of oversight to staff members

-Manage records, keeping track of documentation practices, maintaining agency compliance

-Primary driver of revenue goals

RELATIONSHIP MANAGEMENT

-Served 11 counties in upstate NY. All of state of Florida. Developing multi-generational client relationships

-Create top quality client experience through tailor approach, delivering on promises

-Serves as mentor for staff, providing extensive insight on clients, sharing strategies for success

-Assesses situations, conducts need assessments and produces solutions within the client's best interests

-Facilitates meetings and presentations

-Maintains face-to-face business model

-Conveys key concepts to communicate policy to clients, highlighting key information, making it easy for understanding terms for the client

LICENSURE & CERTIFICATION

P & C and Life insurance licenses in New York and Florida

Certified Science Teacher in Florida

EDUCATION

Bachelor of Science Degree in Chemistry – Excelsior College

Associate Degree in Individual Studies – Hudson Valley Community College

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