Personal Account Manager Resume Sample
Alphonso Kshlerin
5294 Hobart Vista,
San Francisco,
CA
+1 (555) 696 8273
Work Experience
Personal Lines Account Manager
10/2017
-
PRESENT
Philadelphia, PA
- Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB’s best practices and standard procedures
- Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability
- Customer service experience, preferably in a professional setting
- Experience in insurance industry required
- Interact effectively and professionally with clients (internal and external)
- Partners with the Producers to drive new business and retention, improving client experiences throughout the proposal and renewal process
- Oversees the review of claims, contracts and audits, and follows up regarding endorsements, policy issuance, extensions and cancellations and escalates concerns to direct manager or client team, as appropriate
- Ensures the success of the renewal cycle by ensuring renewal protocol is completed (via tools available), gathering information, tracking quotes and ensuring documents are issued correctly and on-time in accordance with our professional standards
Senior Personal Account Manager
10/2012
-
09/2017
New York, NY
- Oversees the maintenance of proper records for reporting and audit purposes and processes insurance and claims details into the database
- Strengthens and maintains relationships with clients, prospects, client teams and producers to provide best in class service and drive growth and retention
- Responds directly to difficult client questions and requests, and solicits assistance from Producer as needed
- Oversees the process of ensuring that all client information is collected, reviewed, updated and communicated to underwriters for optimal program solutions and pricing
- Help train staff to retrieve and appropriately respond to all client and other Ambry departments’ calls, emails and requests through LIS
- Previous experience in the customer service field is required
- Manages clients’ day to day service needs by preparing summaries, evidence of property and certificates, and other client request to ensure needs are met
- Orders MVR’s and determines eligibility
- Understands carriers’ rating processes and performs contract review of coverage terms
Senior Manager RC CMB Personal Account Dealing
10/2006
-
07/2012
Boston, MA
- Verifies the accuracy of issues policies, endorsements, etc.
- Demonstrated presentation skills, including preparation and execution
- Demonstrated understanding of when to proceed alone and when to involve the Department Manager or others
- Willingness and ability to expand knowledge and effectiveness in the personal insurance industry by successful completion of extended classes and workshops related to insurance
- Participate in activities outside of CWB to generate business and enhance CWB’s image with clients, the industry and the community
- Ensure the safety of the Bank’s funds through proper loan portfolio management focusing on loan quality,
- Ensure the Branch’s Retail Strategic Plan is effectively communicated to the retail team
Education
Oglethorpe University
2000 - 2005
School's Degree in Management
Professional Skills
- Strong oral and written communication skills with a proven commitment to high quality customer service
- Excellent phone and sales skills
- Polished interpersonal and communication skills, both verbal and written
- Above average math skills and ability to rate insurance policies
- Experience and demonstrated proficiency in an insurance Account Management role
- Above average clerical, organization and math skills
- Experience and demonstrated proficiency in an insurance Account Management role
How to write Personal Account Manager Resume
Personal Account Manager role is responsible for customer, microsoft, communications, focused, retail, training, security, reporting, design, insurance.
To write great resume for personal account manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Personal Account Manager Resume
The section contact information is important in your personal 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 Personal Account Manager Resume
The section work experience is an essential part of your personal 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 personal 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 personal account manager position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Personal Account Manager resume experience can include:
- Experience and proficiency using Microsoft Word
- Prompt response to all customer inquiries by providing effective and efficient customer service to verbal and written inquiries
- Motivated insurance professional with experience in Personal Lines insurance (specifically auto and homeowner’s insurance lines)
- Issues insurance certificates, binders & evidences of insurance as needed
- Experience with EPIC or equivalent insurance broker management system
- Proactive and resourceful, with strong customer focused approach
Education on a Personal Account Manager Resume
Make sure to make education a priority on your personal 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 personal 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 Personal Account Manager Resume
When listing skills on your personal 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 personal account manager skills:
- Computer skills (Word)
- Strong working knowledge of insurance brokerage industry including products, rating, underwriting, coverages and industry operations
- Experience quoting, binding and processing applications
- Handle incoming/outgoing client query calls efficiently as well as priority mail (non-renewals/registered letters)
- Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management system(s)
- Three or more years of independent Insurance agency experience
List of Typical Experience For a Personal Account Manager Resume
1
Experience For Personal Lines Account Manager Resume
- Experience and proficiency using Microsoft Excel
- Ensure effective management of workflow
- Experience directly related to the insurance industry
- Provides support in maintaining, preparing and servicing our client’s personal lines insurance needs
- Medical and dependent care flexible spending accounts
- General understanding of Applied, Lockton’s agency management system, or a comparable agency/company management system
- Market new business, determine premiums, prepare and present proposals to clients, and maintain underwriting cases
- Adjust coverage's, asses renewal policies, process payments, handle client inquires, and generate billing invoices
2
Experience For Senior Personal Account Manager Resume
- Retirement Plan with 50% company match (first 6% of contribution)
- Handles insured customers’ requests for certificates, prints them and mails or faxes them as needed
- Position involves moderate to complex problem solving, advisory tasks and corresponding education support to clients' coverage recommendations, as well as answering related premium inquiries and other needs
- An understanding of the different classes of automobile licenses and registrations is required
- Identifies prospective and current client needs through exposure analysis
- Develops appropriate program design to solve the prospect and client’s needs determined through the exposure/risk analysis
- Prepares insurance summaries and proposals as needed
- Communicates the request to bind coverage to the insurance carrier and issue or obtain a binder
- Prepares insurance summaries and proposals
3
Experience For Account Manager Personal Lines Resume
- Visits client and prospect as necessary
- Completes applications, obtains quotes, and prepares proposals and presentations
- Involves moderate to complex problem solving, advisory tasks and corresponding education support to clients' coverage recommendations, as well as answering related premium inquiries and other needs
- Ensure effective workflow management
- Service mainly Personal Lines accounts as well as some Commercial Lines accounts
- Perform other responsibilities as assigned by manager
- CIP/CAIB/CRM Designation completed or in progress an asset
- Provides service and cross-sells account products for clients in the high net worth marketplace
- Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals; identifies and follows-up on cross-selling opportunities when appropriate
4
Experience For Senior Manager RC CMB Personal Account Dealing Resume
- Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary; ensures the accuracy of data in those systems
- Prepare policy quotes based on client’s needs, rates and coverages
- Generally functions independently to inform and educate, answer questions, resolve issues, and make decisions regarding the need for the implementation of coverage and modifications to clients’ coverages
- Develops strong positive client relationships by being the point of contact for assigned clients, maintaining open lines of communication, and conducting face-to-face meetings as needed
- Markets new and renewal business to appropriate carriers as needed or requested
- Interacts with others effectively and professionally by utilizing good communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency
- Provides guidance and direction to account associates and less experienced account managers as needed
5
Experience For Manager, Personal Account Manager Resume
- Maintains current knowledge of industry trends, new product information, legislation, coverages and technology
- Overtime work, as needed
- Appropriate active Property & Casualty license required
- Generally holds CISR or equivalent designation
- Move about the office to access office machinery and supplies
- Act on cross-sell opportunities and obtain referrals where possible
- Conduct pro-active mid-renewal calls to all customers within the portfolio to review information and provide advice accordingly
- Input and update customer data and document TAM on all customer interactions
- Rate and quote new and renewal personal lines risks
6
Experience For Personal Lines Account Manager Cy D Resume
- Team player with the ability to work within production and service teams
- Proficiency with Microsoft Office Products (Word and Excel)
- Current P & C License
- Provide professional, courteous service to our clients, carrier representatives, and underwriters
- Prepare binders, certificates of insurance, cancellations, reinstatements and other related insurance forms required by customers
- Maintain detailed knowledge of carriers, products and services offered
- Ensure account data is accurately captured, entered and maintained in the agency management system
- With supervision, informs and educates, answers questions, resolves issues, and makes decisions regarding the need for the implementation of coverage and modifications to clients’ coverages
- Provides, directly or indirectly, the necessary customer service for assigned accounts, including correspondence and communication with customers, producers and insurance carriers
7
Experience For Personal Account Manager Resume
- Verifies new and renewal policies for accuracy in rating, coverages and other relevant information. Inputs transactions to generate billing invoices. Ensures that policies are delivered and/or mailed to client in a timely manner
- Coordinates clients’ needs with the support team regarding the issuance of binders and evidence of property
- Two (2) years of insurance experience with Personal Lines in an agency environment or insurance company-
- Works to develop accounts by offering additional lines of coverage
- Pursues prompt client payment in coordination with the producer
- Explains coverage and exclusions to clients. Uses service contact as opportunity to review and market appropriate coverage. Proactively works with and advises clients on renewal strategies/market placements/coverage issues
8
Experience For Personal Lines Account Manager Resume
- Lead the customer service and client segmentation strategy for your book of business
- Maintain Agency Management System for integrity of client and policy data. Including, but not limited to Client & Policy set up, documentation, scanning and attaching
- Solicit new business sales
- Review and process change requests and cancellations in the Agency Management System and carrier systems
- Prepare ID cards, Binders, Certificates and other insurance documents as requested
- Process the daily download success report and assist others in the Region as requested
9
Experience For Senior Personal Account Manager Resume
- Work with minimal amount of supervision
- Active Pennsylvania Property and Casualty License Required
- Accountability - measure and take responsibility for outcomes
- Texas General Lines Agent License: Property & Casualty (P&C), or attainment of license within 90 days of employment
- Customer service experience with at least 2 years’ of Insurance experience obtained in an insurance agency environment or with an insurance carrier
- Proficiently use company systems to updates client accounts and document contact
- Work to ensure companies goal of 95% retention rate is met
10
Experience For Account Manager Personal Lines Resume
- Work in a fast paced team oriented environment
- Backs up other Account Managers position in the department or agency personnel as appropriate. Organizes work flow to ensure quick, efficient processing of mail, work-in-process issues, and client files to maintain a “no backlog’ status
- Answers the telephone for the office and routes calls appropriately
- Greets clients, prospects and company personnel when they arrive at the office and directs them to the appropriate HUB personnel in the office
- Maintains client and policy information in the customer management system. Which includes new business production and renewal plan documents
- Determination – Unsatisfied until we are the best. We go the extra mile for clients and colleagues
- Ownership – Responsible to each other, our clients and our goals
List of Typical Skills For a Personal Account Manager Resume
1
Skills For Personal Lines Account Manager Resume
- Experience working in a fast paced, team oriented, office environment
- Experience working in the high net worth marketplace
- Two years insurance experience in Property Casualty personal lines insurance
- Experience in Account Management and Insurance
- Current and valid 220 Florida insurance license is required
- Multi-‐line and multi-‐carrier insurance industry experience with thorough knowledge of guidelines, endorsements and service for various brokered companies
- Experience in the insurance field
- Strong knowledge of all Bank products & services
- Retain current clients and provide exceptional customer service experience
2
Skills For Senior Personal Account Manager Resume
- Related work experience in the insurance field
- Typically has up to 3 years of insurance experience in a customer service role
- Understanding of personal insurance rating concepts
- Servicing Personal Insurance accounts as well as selling
- Servicing Personal Insurance accounts as well as generating new business
- Resolving client concerns and complaints while ensuring that service excellence standards are met
3
Skills For Account Manager Personal Lines Resume
- Working knowledge of Applied Agency Management Systems
- Working to obtain a CIC/CISR designation
- Basic working knowledge of insurance products, rating, underwriting, coverages and industry operations
- Provide support in maintaining, preparing and servicing our client’s personal lines insurance needs
- Position provides support in maintaining, preparing and servicing our client’s personal lines insurance needs
4
Skills For Senior Manager RC CMB Personal Account Dealing Resume
- Keep up to date of industry best practices and company procedures including participating in training and education seminars for further knowledge
- Manage assigned accounts by informing, educating, and making recommendations to clients about policy coverage, changes, exclusions and insurance coverage needs
- Partners with producer(s) and marketing on new/renewal business strategy including the coordination of roles and the obtaining of information
- Are seeking a progressive work environment at a rapidly growing organization
- Believe in integrity and building success by developing relationships with others
- Entrepreneurship - encouraging innovation and educate risk taking
- Entrepreneurship- encouraging innovation and educate risk taking
5
Skills For Manager, Personal Account Manager Resume
- Maintain contact with clients regarding their accounts, claims, adjustments, and outstanding orders
- Provide management information statistics and breach details as part of on-going Senior Management and Committee reporting
- Reviews client accounting history, responds to accounting inquiries, corrects discrepancies and contacts client on receivable collections
- Identify cross-selling and upselling opportunities
- Process incoming mail and manual processing of policies in the Agency Management System
6
Skills For Personal Lines Account Manager Cy D Resume
- Process incoming payments from clients and banking institutions daily
- Ensure new business and retention targets are met, including by means of re-marketing
- Upsell existing clients. Place outgoing touch base calls on a regular basis
- Maintain acceptable accounts receivable and underwriting knowledge of each market while utilizing portals for policy changes/inquiries
- Resolve billing issues and service requests while maintaining concern for timeliness and completeness of information
7
Skills For Personal Account Manager Resume
- Are focused on learning and development to enhance your industry knowledge and expertise
- Are a self-starter willing to invest time and energy to learn the technical aspects of our business
- Personality: Professional, Outgoing, Team Player, Drive, Detail Oriented, and Driven by Success
- Balance - balancing corporate duty with personal growth
- Integrity - doing things right every time
- Teamwork - working together to maximize results
- Service - serving customers, communities, and colleagues
- Integrity – doing things right every time
8
Skills For Personal Lines Account Manager Resume
- Teamwork – working together to maximize results
- Service -serving customers, communities, and colleagues
- Proficient in Microsoft Office Suite, including Excel, Outlook and Word
- Retain a Book of Business between $150,000 and $300,000 containing at least 100 accounts
- Manages renewal process on existing business
- Handles account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures
- Provides exceptional customer service for assigned accounts, including correspondence and communication with customers, producers and insurance carriers
9
Skills For Senior Personal Account Manager Resume
- Maintains accurate and up-to-date data in agency management system according to agency workflows
- Meet bonding requirements
- Work with numbers including basic calculations
- Stand or sit at a workstation during a standard workday
- Manage all aspects of an existing book of business
- Assist in training junior team members where required
- Develop new business from existing accounts and assigned leads as appropriate and in accordance with standard practices, policies, and procedures
- Prepares summaries of insurance, schedules and proposals as needed for account review according to agency workflows
- Navigate our Agency Management System
10
Skills For Account Manager Personal Lines Resume
- Understand and analyze coverage forms and policies
- CISR designation or similar
- Have a desire to help others protect their future
- Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
- Retains book of business by proactively contacting A&B accounts to discuss coverage needs and additional policy needs. Increases percentage of policies to customers. Performs annual account reviews for customers. 40%
- Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities. Completes applications and endorsements according to agency procedures. Collaborates with back-office team to meet service goals. Assists or completes other tasks as directed by agency supervisor. 20%
- Sincerity – Direct and caring communication
List of Typical Responsibilities For a Personal Account Manager Resume
1
Responsibilities For Personal Lines Account Manager Resume
- Teamwork – Together we attain greater success
- Insurance professional designations including: Commercial Insurance Service Representative (CISR), Accredited Customer Service Representative (ACSR), Certified Insurance Counselor (CIC), and Certified Risk Manager (CRM)
- Knowledge of personal lines insurance industry
- \,000-\,000K Annual Salary
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