Commercial Lines Account Manager Resume Sample
Tyrell Nitzsche
15941 Sierra Crossroad,
Boston,
MA
+1 (555) 198 1845
Work Experience
Commercial Lines Account Manager
07/2015
-
PRESENT
Dallas, TX
- Visit clients in conjunction with other members of the client’s account team, as needed to maintain knowledge of the client's operations, and begin establishing a working relationship
- Promote Key’s culture and client experience
- Assist producers in servicing the needs of existing clients including the processing of renewals, endorsements, cancellations, audits and dividends
- Perform renewal reviews by gathering updated information on clients' operations and exposures. Market renewal submission to insurance carriers. Obtain renewal quotations, perform coverage comparisons, and prepare renewal proposals. Bind coverage and prepare renewal documents including invoicing. Review issued policies and provide to client with Insurance Summary
- Maintain data in agency management and document management system
- Review contracts for insurance requirements and issue Certificates of Insurance accordingly
- Attend client meetings with producer when required
- Provide backup or assistance to others on account management team when necessary
- Experience in a commercial lines customer service position
Insurance Commercial Lines Account Manager
06/2011
-
05/2015
San Francisco, CA
- Responsible for small to mid-size client relationships and account retention, and assist in developing comprehensive risk management solutions in conjunction with other account team members
- Work under general supervision, to inform and educate clients about policy coverage, changes, exclusion, and insurance coverage needs
- Maintain service relationships with the client managing day-to-day account activities
- Prepare data for client discussions
- Participate during the review of policies and endorsements, order any necessary corrections from the carrier, and ensure documents are sent to the client on a timely basis
- Prepare, in conjunction with other account team members, coverage analysis (proposal) for client presentations
- Update policies and produce bills and other client documents following agency standards
Education
Herzing University - Birmingham Campus
2006 - 2011
Bachelor's Degree in Business
Professional Skills
- Effective communication skills both verbal and written including strong initiative and follow up skills
- Effective communication skills: verbal, written and presentation skills up to the C-Level i.e. CFOs and Presidents
- Analytical and strong decision making skills
- Effectively manages/balances multiple and sometimes competing priorities
- Demonstrated ability to communicate (written and verbal), present and influence credibly and effectively at all levels of the organization, including executive
- Provide quality customer service to existing accounts as referenced in the Roles, Responsibilities and Skills Chart
- Multi task, problem solve and organization skills are key
How to write Commercial Lines Account Manager Resume
Commercial Lines Account Manager role is responsible for interpersonal, insurance, microsoft, negotiation, outlook, design, finance, securities, training, analysis.
To write great resume for commercial lines account manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Commercial Lines Account Manager Resume
The section contact information is important in your commercial lines account manager resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Commercial Lines Account Manager Resume
The section work experience is an essential part of your commercial lines account manager resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous commercial lines account manager responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular commercial lines account manager position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Commercial Lines Account Manager resume experience can include:
- Excellent communication, negotiation and math skills
- Utilize computers and understand functionality. Proficient in Microsoft product skills including Excel, Word, PowerPoint and Outlook
- Experience and demonstrated proficiency in an insurance Account Management role in required lines
- Sound negotiation and sales skills
- Experience using AMS and rating systems is required
- Demonstrates honesty, integrity and ethics, keeping your word, does the right thing every time
Education on a Commercial Lines Account Manager Resume
Make sure to make education a priority on your commercial lines account manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your commercial lines account manager experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Commercial Lines Account Manager Resume
When listing skills on your commercial lines account manager resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical commercial lines account manager skills:
- Effective interpersonal and communication skills both written and verbal
- Organizational skills including the ability to multi-task and prioritize action items
- Experience with complex liability contracts and strong attention to detail
- Problem solving, customer service, persuasion and negotiation skills
- Experience and demonstrated proficiency in an insurance Account Management role in required lines
- Strong working knowledge of insurance products, rating, underwriting, coverages and industry operations
List of Typical Experience For a Commercial Lines Account Manager Resume
1
Experience For P&C Commercial Lines Account Manager Resume
- Prompt response to all customer inquires by providing effective and efficient customer service to verbal and written inquiries
- Effective client management and servicing
- Some supervisory, project leader, or team leader experience desirable
- Three years’ related experience
- Experience in commercial lines with an insurance company or agency
- Intermediate skill level with Microsoft Office Products (Outlook, Word, Excel etc.)
- Established insurance knowledge with proven ability to apply same to your daily work
- Strong knowledge of commercial insurance industry trends
2
Experience For Insurance Commercial Lines Account Manager Resume
- Experience in commercial lines with an insurance company or agency
- Valid Virginia Property and Casualty license
- Commercial insurance experience
- Perform multiple tasks simultaneously and prioritize deliverables
- Insurance account management experience
- Operate a computer and other office productivity machinery, such as calculator, copy machine and printer
3
Experience For Commercial Lines Account Manager Resume
- Demonstrates collaboration, team work and a place where great ideas can happen
- Commercial brokerage experience
- Experience with financial concepts, investment products, SEDAR
- Computer proficient in MS Office: Word, Excel, PowerPoint and Outlook, CRM experience
- Experience with executive liability insurance (D&O, E&O, Crime, EPL, Fiduciary, Cyber etc.)
- Maintaining required data in the agency management system and electronic filing system
- Managing all aspects of an existing book of busines
- Leveraging existing networks to build on current book of business
- Assist with annual enrollment activities including implementing modifications and updates, preparing materials and attending educational meetings as needed
4
Experience For P&C Commercial Lines Account Manager Resume
- Markets new and renewal business to appropriate carriers as needed or requested, including preparing complete marketing submissions to the marketing department
- Process and issue invoices for Programs Department; liaise with Accounting regarding incoming payments as required
- Support the Account team by researching and analyzing client coverage trends and identifying areas of risk and opportunities along with solutions
- Maintains Property & Casualty License by completing Continuing Education requirements
- Assist in designing insurance programs for clients. Meet and present such designs and recommendations to other account team members and/or clients
- Visit clients in conjunction with other account team members to maintain knowledge of the client’s operations and establish a working relationship
- Develop and maintain working relationships with clients on an internal and external basis (pre-renewal/renewal/service schedule)
- Coordinate service needs of clients, including questions, endorsements
5
Experience For Insurance Commercial Lines Account Manager Resume
- Account round existing clients for coverage's not presently issued
- Maintain product knowledge and service standards for all existing and new product service lines
- Acquires understanding of clients insurance objectives and critically analyzes and compares insurance plans to determine suitability
- Advocate for clients during claims process
- New Business sales (incoming only)
- Function in a team environment to handle phone calls, email messages and agency management system tasks
- Assist with the renewal and new line of coverages with appropriate insurance carriers
6
Experience For Commercial Lines Account Manager Resume
- Educate and onboard clients and promote agency resources as appropriate
- Knowledge of insurance markets, rating procedures, coverages, and industry operations Ability to utilize math skills to assist in compiling and analyzing various data components and possess a basic understanding of risk analysis
- Interpersonal skills; strong written and verbal communication skills
- Experience in an Account Manager/Account Administrator role in a brokerage environment
- At least three years of demonstrated proficiency in business account management required
- Experience in an Account Manager role in brokerage environment required
- Experience in an Account Manager/Account Administrator role in insurance environment
- Produces diary quotes, new/renewal policies
7
Experience For P&C Commercial Lines Account Manager Resume
- Processes requests from clients when agent is unavailable,
- Maintain client files within agency management system
- Visit clients in conjunction with other members of the client’s account team, as needed to maintain knowledge of the client's operations, and establish a working relationship
- Knowledge of insurance markets, rating procedures, coverage’s, and industry operations to effectively manage, maintain, and service assigned client and prospect
- Compile information and obtain OCP, Builders’ Risk, and Flood Quotes (New Business)
- Complete ‘New/Renewal Procedures’ checklist
8
Experience For Insurance Commercial Lines Account Manager Resume
- Handle all customer relations and support services for assigned accounts
- Lends service support to senior level account managers/executives with their assigned accounts
- Establish networks and partnerships in the commercial lines insurance space to generate new business opportunities
- Referral of commercial lines clients and back up support of commercial lines portfolios
- Work in a team based structure to retain and grow commercial portfolios in the Atlantic Region
- Provide suggestions for continuous improvements on workflows and procedures for sales and service
- Referral of personal lines clients and back up support of Personal Lines portfolios as required
9
Experience For Commercial Lines Account Manager Resume
- Proficient in MS Office Suite: Word, Excel, and Outlook
- Communicates with customers on all facets of their account service needs (ie. policies, endorsements, audits, proofs of coverage, cancellations)
- Processes new/renewal summaries and proposals
- Checks policies and endorsements for accuracy
- Handles claims in the absence of the Agency Claims Manager or in response to a catastrophic event
- Reviews direct bill invoices for correctness & processes agency bill transactions
- Reviews aged receivables weekly with producer and customer
- Ensures that client and policy information is kept up to date in the agency management system and in accordance with procedures
10
Experience For P&C Commercial Lines Account Manager Resume
- Communicate with Insurance Company underwriters and stay abreast of their account appetite
- Maintain client information in Sagitta system for data integrity
- Provide pre-renewal packet to the sales team that is detailed and accurate
- Attend Commercial Lines meetings as defined by Manager
- Conduct in-person meetings with clients and carriers
- Provide in depth, attentive service to an assigned book of small and middle market commercial lines accounts
- Responsible for all transactions needed to retain the book of business, such as new business, renewals, audits, endorsements, cancellations and related premium billing
List of Typical Skills For a Commercial Lines Account Manager Resume
1
Skills For P&C Commercial Lines Account Manager Resume
- Previous experience in Contracting Risks to include Contract and Permit Bonds
- Experienced in delivering client-focused solutions based on customer needs
- Excellent communicator with clients of all levels, including both internal and external clients
- Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems
- Currently licensed in good standing in required lines and states
- Excellent working knowledge of Microsoft Word and Excel required
- Coordinates clients’ needs with the support team regarding the issuance of binders, certificates and evidence of property
- Prioritize work according to established guidelines
- Experience with condominium associations, working with Board of Directors and contract review
2
Skills For Insurance Commercial Lines Account Manager Resume
- Experience in Commercial Insurance Account Management
- Five or more years of commercial Insurance agency experience
- Strong team player with a proactive and customer focused approach
- Experience on Epic or equivalent broker management systems
- Social Service experience is highly valued
- Experience with TAM or EPIC an asset
- Provides guidance and direction to account associates and less experience account managers as needed
- Managing all aspects of an existing book of business including processing new business, renewals and endorsements
3
Skills For Commercial Lines Account Manager Resume
- Serving as the primary point of communication to develop and maintain client relationships, including proactively identifying the needs of our clients
- Providing responsive and exceptional customized client service to all clients while managing all aspects of an existing book of business
- Working knowledge of computer software packages including Microsoft Office
- Managing automatic renewal book and marketing as needed
- Coordinating activities to meet the needs of clients and properly onboarding new clients
- Maintaining awareness of the insurance marketplace, underwriting guidelines, appetites, and programs
- Serving as a resource to the CIS Team during the sales or renewal process
4
Skills For P&C Commercial Lines Account Manager Resume
- Doing things right every time
- Working together to maximize results
- Serving customers, communities, and colleagues
- Coordinating the internal activities and delivery of services within the business unit
- Managing abeyances and expiry dates
- Working knowledge of Microsoft Office Products (Word and Excel)
- Developing relationships with clients
- Initiating the renewal process for direct bill automatic renewal accounts
5
Skills For Insurance Commercial Lines Account Manager Resume
- Staying abreast of new developments in the insurance marketplace through publications, seminars, and industry organizations
- Basic knowledge in accounting principles including invoicing and cost allocation
- Support Account team by researching and analyzing client coverage trends and identifying areas of risk and opportunities along with solutions
- Provides a high level of support to Risk Consultants in obtaining, maintaining, and expanding business
- Utilize company website portals for quoting new lines of business, requesting changes and for monitoring policy activities as appropriate
6
Skills For Commercial Lines Account Manager Resume
- Support producers in obtaining underwriting information and rating of new business
- Reviews existing book of business for account rounding opportunities and resource for clients concerning value added services offered by BXS Insurance.,
- Proficiency in typing and with computer applications, including MS suite
- General knowledge of rating and marketing techniques
- Utilize creativity and strategic thinking when problem solving
- Embrace working with and helping people from all backgrounds
- Provide client support with issuing certificates of insurance and processing change requests
- Commercial Account business planning and forecasting
- Quotes finance agreements and processes according accounting department procedure
7
Skills For P&C Commercial Lines Account Manager Resume
- Keep P & C License active and increase insurance knowledge by attending continuing education classes
- Thorough understanding of the insurance industry including forms and coverage's
- Works closely with Risk Consultants and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB Broker Standards
- Accustomed to working in a fast paced environment, high energy level
- Responds to clients’ needs by producing appropriate paperwork within timeframes outlined in procedures
- Review policies for accuracy using the ‘Policy Checklist’ when not given to CSR
- Work with producers/marketing in order to enhance client development, service, quality and sales of these clients
8
Skills For Insurance Commercial Lines Account Manager Resume
- Maintain fleet schedules for large risk accounts, including registry work and modifications
- Work in a team based structure to retain and grow existing commercial portfolios
- Knowledge of Commercial Insurance and Underwriting Principles an asset
- Manage escalations for any unresolved outstanding client premiums
- Leverage existing commercial networks to increase business
9
Skills For Commercial Lines Account Manager Resume
- New and renewal marketing to carriers
- Supports all efforts of account retention and growth of existing book of business
- Assists with account rounding, offers of new coverage and document customer decision
- Processes all transactions according to agency procedures
- Assists the entire team including Team Leader and Producer as needed
- Review existing accounts for additional or enhanced coverage and negotiate renewal of accounts as appropriate
- Prepare and maintain complete and accurate marketing submissions in Epic as needed
- Review exposures, design and recommend suitable insurance programs/solutions for existing and new clients
- Prepare and/or approve marketing submissions, proposals & summaries of insurance
10
Skills For P&C Commercial Lines Account Manager Resume
- Assist in training and development of team
- Positively contribute to a culture of support, caring, and comradery within the department
- Pursues prompt client payment in coordination with the producer. Requests cancellations from the carrier according to agency workflows
- Communicates with company personnel regarding the client’s needs and/or issues
- Manages and grows the revenue for a book of accounts utilizing all of HUB’s capabilities and value added services
- Responsible for working with Team Leader to develop business acumen and technical knowledge
- Read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively with customers and teammates.
List of Typical Responsibilities For a Commercial Lines Account Manager Resume
1
Responsibilities For P&C Commercial Lines Account Manager Resume
- Experience in commercial insurance,
- Previous Insurance Experience in Property and Casualty /Commercial Sales
- Strong knowledge of Financial Institutions products and services and trends
- Professional Lines Insurance experience
- Attend Insurer meetings and marketing presentations as required
2
Responsibilities For Insurance Commercial Lines Account Manager Resume
- CAIB or CIP (or working towards)
- Up-sell existing clients
- Monitor monthly expiration lists closely and initiate renewal activity as established by internal procedures for all assigned accounts
- Place clients with, and maximize utilization of, company service centers wherever possible
- Maintain a professional relationship with clients, co-workers and company representatives
- Respond promptly to all service requests from clients
- Maintain up to date client files in Epic
3
Responsibilities For Commercial Lines Account Manager Resume
- Make qualified referrals to Personal Lines, Life and Health and Bank partners as opportunities arise
- Follow department policies, procedures and best practices
- Assist Manager and team members as needed
- Licensed P/C agent in resident state
- Negotiate and process renewal business and mid- term changes
- Review and analyze claims and loss control issues and discuss with clients
- Check policies, endorsements and other required and related documentation for accuracy
4
Responsibilities For P&C Commercial Lines Account Manager Resume
- Accounts Receivables – assist in collection per Company standards
- Complete all required sales reports and documentation required by the Company
- Loss runs reviewed monthly, quarterly or semiannual based on account premium and loss history
- Knowledge of rating systems, Applied, Reference Connect, Mod Master, Silver Plume, Word, Excel, Outlook, Internet Explorer, DAC MVR processing and various other company websites
- Complete outbound calls as required
- Team player, able to work within Production and Service teams
5
Responsibilities For Insurance Commercial Lines Account Manager Resume
- Develops positive client relationships by being a point of contact for assigned clients and by maintaining open lines of communication and conducting face-to-face meetings as needed
- Maintains an accurate suspense system on all items that require a response
- Market renewal accounts with automated online carriers as needed
- Reviews and compares quotes to obtain the most comprehensive insurance programs and products for our clients
- Prepares Summaries of Insurance, schedules, and proposals as needed
- Provide, directly or indirectly, the necessary customer service for CIS accounts, including correspondence and communication with customers and insurance carriers
- Works closely with Producers and other personnel on all aspects of client service, marketing and renewal while adhering to company best practices and standard procedures
- Computer skills (Word, Outlook & Excel)
6
Responsibilities For Commercial Lines Account Manager Resume
- Responsible for all aspects of Commercial Programs policy issuance including new business, renewals, midterm endorsements, certificates of insurance, update and prepare program surveys & worksheets as required, initiate claims process with relevant insurer, complete monthly reporting requirements to program carriers
- Service sub brokered business by responding to various requests as required via telephone and/or email, including sub-broker accounts receivable management
- Take client calls and answer questions regarding coverages, accept and process online quotes
- Maintain electronic client files in broker management system; Commercial/Programs & Personal Lines
- Negotiate with insurers on coverage and price so as to best meet the needs of the client
7
Responsibilities For P&C Commercial Lines Account Manager Resume
- Collect premiums from clients in a timeline pursuant to HUB standards
- Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewals while adhering to HUB’s best practices and standard procedures
- Advanced professional designation desirable (e.g. AAI, ARM, CIC)
- Completes applications in coordination with Commercial Agent; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies
- Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence
- Markets new and renewal business as needed or requested, including preparing complete marketing submissions to the marketing department
- Policy invoicing and pursuing prompt payments; request cancellations from the carrier according to agency standards
- Processes incoming mail, email, and phone requests, responding promptly and appropriately
8
Responsibilities For Insurance Commercial Lines Account Manager Resume
- Provides exceptional customer service for assigned accounts, including correspondence and communication with customers and insurance carriers
- Prepares proposals for Commercial agent for both new and renewal business
- Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status, according to agency procedures
- Provides excellent customer service & teamwork
- Responsible for integrity of policy data on Agency Management System
- Respond to new business referrals and receive phone-in new business leads
9
Responsibilities For Commercial Lines Account Manager Resume
- Marketing current and new clients including gathering all required underwriting information, prepare marketing submissions, analyze options offered by Insurers, prepare & present new business proposals
- Complete outbound calls as required for renewal review and new business referrals
- Complete all required sales reports and documentation required
- Provide service schedule
- Type at 40 WPM or More
- Measure and take responsibility for outcomes
- CISR or equivalent designation
- Possess appropriate insurance license or ability to obtain license in six (6) months
- Current with all necessary CE credits in required lines and states
10
Responsibilities For P&C Commercial Lines Account Manager Resume
- Advanced professional designation highly desirable (e.e. AAI, ARM, CIC)
- CFA Designation in progress an asset
- RIBO Licensed or in progress within 3 months of start date
- Apply technical knowledge in insurance coverage, terminology and concepts
- Work independently and maintain attention to detail
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