Manager/commercial Lines Account Manager
Resume:
Kelli Davidson
**************@*****.***
PROFILE SUMMARY
Commercial Lines Account Manager with 25 years of customer service experience, including 15 years in the insurance industry and three years managing commercial lines accounts. Skilled at building long-term client relationships and improving retention through proactive account management and personalized coverage solutions. Known for attention to detail, strong organizational skills, and the ability to manage multiple priorities efficiently. Dependable, adaptable, and committed to delivering professional, timely, and accurate service. Eager to contribute to a new organization’s success while continuing to grow professionally.
SKILLS
● Licensed Property and Casualty Insurance Producer in two states
● Proven ability to successfully manage and service a complex high-volume caseload
● Ability to provide Superior customer service to a diverse customer base
● Successfully able to work well under pressure and meet multiple deadlines
● Exceptional analytical and problem-solving skills
● Proficiency in: Microsoft Office, Hawksoft, Atlas, AMS 360, Epic, DocuSign, Easy Ink, Atlas, Smart Communicator and Turborater
● Familiar with the appetites and processes for several standard and non-standard commercial carriers
● Exceptional organizational and time management skills
● Ability to successfully evaluate coverage needs for commercial and personal lines accounts
● Excellent verbal and written communication skills
● Proven ability to effectively acquire and implement new material and skills
● Dependable and consistently show up to work on time and available to work overtime as needed
● Known for going above and beyond for my clients
● Proven ability to work remotely, independently, or within a team
● Outgoing personality with a positive attitude
EDUCATION
United Insurance Educators, Online Proctor
Property and Casualty Insurance Producer (Currently Licensed in Washington & Idaho) Eastern Washington University, Cheney, WA
B.A.S., Applied Psychology with a Minor in Special Education (Dean's List) Spokane Community College, Spokane, WA
A.A., Business Management (Presidential Honor Roll) WORK EXPERIENCE
Freeway Insurance / Branch Manager
● Lead the daily performance and targets of the branch sales team, fostering a high-energy, positive sales environment
● Complete tasks and quoting using software such as Atlas, Easy Ink, Smart Communicator and Turbo rater
● Oversee the recruiting, training and mentoring of branch employees to ensure a high-performing team that can achieve sales goals and provide excellent customer service
● Conduct regular performance evaluations and implement staff capacity-building initiatives to foster professional growth and a "winning culture"
● Manage human resources activities, including disciplinary actions within company guidelines
● Ensure daily operations run smoothly and that the branch adheres to company policies, industry regulations and legal requirements
● Develop and implement strategies to meet or exceed sales targets, increase customer acquisition and drive profitability for the branch
● Foster strong relationships with existing clients while strategically building new relationships within the community to grow the customer base
Pac Insurance Group / Commercial Lines Account Manager
● Successfully managed and serviced a portfolio of over 200 standard and non-standard commercial lines accounts, while simultaneously completing a variety of tasks
● Requested and followed up with carriers for the receipt of new and renewing policies, endorsements, cancellations and reinstatements and reviewed for accuracy before emailing or mailing to clients
● Forwarded Loss Recommendations and audits from carriers to clients and ensured that the customer was compliant with the carriers requests
● Completed applications with customers help and compiled pre-renewal documents and forwarded to the appropriate carrier
● Analyzed client risk exposures and recommended appropriate coverage options to mitigate potential losses
● Negotiated policy terms and conditions with underwriters to ensure competitive pricing and comprehensive coverage for clients
● Generated new business opportunities through cross selling, prospecting, networking events and referrals
● Prepared accurate quotes, proposals, binders, certificates of insurance and other necessary documentation for clients
● Created an employee manual that included the contact information for the staff for three locations, onboarding documents, medical benefits, office calendar and holidays
● Developed spreadsheet that listed contact information for each department for the commercial carriers
● Proficient with software such as; Hawksoft, Microsoft Office Suite, DocuSign, Liberty Mutual/Safeco, Mutual of Enumclaw, Oregon Mutual, Hartford, Travelers, Progressive and BTIS
● Demonstrated effective and efficient quality control through proper file documentation and maintenance in order to comply with errors and omissions regulations Spokane Public Schools District 81 / Browne Elementary & Salk Middle School - Education Specialist
● Provided technical learning support for young students using remote learning platforms Zoom and Teams in a makeshift classroom located in the cafeteria of Browne Elementary during COVID
● Educated students in grades K-6 on responsible and safe online behavior, including internet etiquette, cyberbullying prevention, and data privacy
● Enforced the school's acceptable use policy for computers during online instruction
● Facilitated interactive activities to boost student engagement in virtual classrooms, utilizing polls, educational games and virtual breakout rooms
● Actively promoted peer-to-peer interaction to create a positive online learning environment
● Monitored computer usage and screen time for elementary students to ensure a balance of online and offline activities
● Ensured students had a distraction-free workspace by encouraging designated quiet areas and providing technology guidelines for parents
● Provided one-on-one virtual assistance to students with technology and curriculum-based issues, adapting support strategies to meet diverse learning needs
● Collaborated with teachers and parents to monitor student progress and communicate individual student needs
Inland Insurance Agency / Commercial Lines Account Manager
● Effectively managed and serviced over 250 commercial lines accounts
● Compiled pre-renewal and new business documents and forwarded to the appropriate carriers
● Issued binders, certificates of insurance, automobile identification cards and evidence of property documents
● Requested, followed up on and reviewed for accuracy with carriers to ensure timely receipt of endorsements, quotes and policies
● Set priorities and managed workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities
● Demonstrated effective and efficient quality control through proper file documentation and maintenance in order to comply with errors and omissions standards Allstate Insurance Agency / Office & Sales Manager/Producer
● Managed three person administrative staff, overseeing customer service, data entry, record-keeping and account management to ensure tasks were completed accurately and efficiently
● Provided superior customer service to over 1200 personal and commercial lines accounts
● Developed and implemented new office procedures to streamline workflows, which improved operational efficiency by 20%
● Coordinated office functions and schedules, managing workflow and productivity to meet agency goals
● Set priorities and managed workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities
● Solicited new business cold calling and cross sold policies when possible
● Processed endorsements, cancellations, renewals, rewrites, audits, claims and new business
● Issued binders, certificates of insurance and automobile identification cards Liberty Mutual/Safeco Insurance Company / Inside Auto Claims Adjuster
● Responsible for a daily unlimited amount of claims, with an average of 40 claims a day, varying on catastrophe or weather events
● Determined what party was at fault for the property damage portion of automobile claims in five states
● Required to make first contact and professionally communicate with all parties associated with claim on the same day of assignment, including the named insured, claimant, witnesses, inspectors and police
● Negotiated settlement terms between claimant and named insured to facilitate out of court settlements
● Prepared status reports of open and completed claims and reported findings in weekly and monthly tracked reports
Hoover Insurance Agency / Customer Service Specialist
● Provided superior customer service to a wide variety of clients
● Requested necessary changes from insurance companies and reviewed endorsements for accuracy before forwarding to clients
● Issued binders, certificates of insurance, automobile identification cards and evidence of property documents
● Contacted customers for past due payments and sent past due notices
● Followed up with carriers to ensure timely receipt of endorsements, quotes and policies
● Responded promptly and appropriately to incoming mail, emails and phone calls
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