Account Manager

Alan M. Hille

Phone: 509-***-****

Email: *********@*****.***

SUMMARY

An analytical and disciplined Account Manager focused on understanding the customer’s business in order to provide appropriate insurance based on customer needs. An enthusiastic and personable Customer Relations specialist emphasizing building trusting relationships to gain or retain business. Experience demonstrated over more than six years in the financial/insurance services, retail banking, and manufacturing industries.

SIGNIFICANT ACCOMPLISHMENTS

• Worked with multiple seriously delinquent accounts valued at over $100,000 to bring 100% current within six months.

• Negotiated with numerous accounts routinely delinquent for short periods to solicit payments valued in excess of $10,000 and

avoiding serious delinquency.

• Prepared annual renewal quotes in a timely manner and submitted for customer review, achieving a 95% renewal rate on all policies

sent to customers.

• Designed spreadsheet to track payment receipts and create alerts for past due accounts to enable timely collections of policy

premium payments.

• Doubled the number of monthly reporter accounts over 12-month period, providing ease of billing for customers and enhancing

customer satisfaction.

PROFESSIONAL EXPERIENCE

Symetra Financial Corporation, Bellevue, WA May 2008-Nov. 2009

Senior Auditor

Responsible for leading multiple operational and compliance audits, conducting research to advise on the subject matter, coordinating and leading audit meetings, acting as compliance liaison for the audit department.

• Effectively managed and maintained positive client relationships through the deliverance of unfavorable audit findings, resulting

in efficient audit deliverables to the client.

• Provided advice and guidance to clients concerning general audit/assessment principles, resulting in beneficial results that the

client can use.

• Presented opportunities and challenges to management in order to facilitate transition to new and more efficient ways of doing

business, adding value to both the company and the client.

WaMu, Inc., Seattle, WA Jan 2007-May 2008

Senior Audit Consultant

Responsible for leading audit teams of three to five auditors, from planning through completion of financial and operational audits.

• Coordinated aspects of on-site audit preparation, participation and execution; identified and reviewed materials relating to

particular audit activity; ensuring that all potential audit issues were addressed and examined, and areas of non-compliance

identified.

• Communicated audit summaries to all management levels, including Senior management, through formal reports and open discussion;

creating a trusting relationship with Senior management and more effective audit results.

Paccar Corporation Dec. 2003 - Jan. 2007

Paccar Financial Services Division, Bellevue, WA

Financial Auditor Jan 2006-Jan 2007

Responsible for conducting financial, insurance and accounting audits to ensure compliance with current agreements as well as internal control.

• Conducted internal control and operational reviews to assess compliance with policies, procedures, laws, and regulations, resulting

in more efficient processes.

• Effectively managed dealership relationships in the deliverance of less than favorable audit findings, creating a trust with the

dealership by providing a service while also assessing the risk for Paccar Financial.

• Communicated audit summaries to all management levels in the form of formal reports and open discussion, providing a clear

understanding of the results in order for risks to be properly addressed.

Commercial Insurance Underwriter May 2005-Jan 2006

Responsible for underwriting large fleet policies with multimillion-dollar equipment loss exposure and averaging $2M in premium a month.

• Built strong relationships with insurance agents while increasing the fleet portfolio profitability with new clientele, which

nearly doubled in two years.

• Managed over 50 commercial fleet accounts using the monthly reporter method, resulting in positive customer relationships and

retention of approximately 95 percent of all offered renewals.

• Demonstrated strong team and business development by providing leadership and creativity in building more effective underwriting

processes.

Associate Insurance Underwriter Oct 2004-May 2005

Responsible for underwriting owner operator and small fleet policies.

• Trained new employees on the necessary knowledge to properly underwrite insurance policies, and effectively communicate with

agents.

• Conducted the review of all new and renewal policies resulting in strong agent relationships and a 100% increase in new business

for owner operators within a year.

• Maintained and expanded dealer/agent relationships by becoming the main contact for our lead agents due to quality customer service

and quick turn-around decisions allowing for more business to be acquired.

• Participated in contract negotiations, resulting in profitable decisions and satisfied the customer.

Paccar Leasing Division, Bellevue, WA

Insurance Specialist Dec 2003-Oct 2004

Responsible for managing insurance programs for large franchises within the PacLease division.

• Collected and approved insurance certificates for customers’ million-dollar liability policies, decreasing the risk exposure to the

company.

• Billed and collected forced-placed insurance premiums for non-insured customers while maintaining a strong business relationship,

resulting in clients providing proof of insurance in a timely and more efficient manner.

AAA Washington, Bellevue, WA July 2003-Dec 2003

Servicing Insurance Agent

Responsible for managing and maintaining strong customer relationships by creating a positive experience while developing or updating the customer’s policy.

• Serviced an average of 40 customers a day on their auto and home insurance policies by quoting, endorsing, and initiating policy

changes.

• Exceeded daily call average by 30 or more calls while still providing strong customer service and reducing the customer’s overall

wait time.

EDUCATION

B.A., Mathematics-Actuarial Science, Washington State University

SPECIAL TRAINING

• Business and Technical Writing – 40 hrs • Auditing and Issue Writing – 42 hrs

• Underwriting Truck Fleet Policies– 16 hrs • Oral and Written Communication Training – 8 hrs

CERTIFICATION

Property & Casualty Insurance License

COMPUTER SKILLS

• MS Excel 2007

• MS Word 2007

• MS Outlook 2007

• MS Access 2007

• MS PowerPoint 2007

• MS Visio 2005

• MS Office 95/98/2005

• ACL

• Lotus Note

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