Insurance Industry Experience
CurrentSENIOR ACCOUNT EXECUTIVE & INSIDE SALES SPECIALIST • Managed 10 states/territories per year, representing 15% of the company’s $100M revenue, including account renewal, lead generation, new business generation and customer service for policyholders and for insured parties.• Visited each account in-person each year, providing valuable face-to-face relationship-building from both a personal and business perspective and provided context of the client’s facility properties for the company.• Added 75 new accounts to the company’s client base and on-boarded more than 250 additional clients in the territories of my colleagues, of a current book of 1,200 clients.• Researched, generated and marketed to a database of 3,000 viable prospective clients for the company, the biggest market research project in the company’s 94-year history.• Assisted company leadership in business development strategy with the aim of maintaining the company’s market leader status, maintaining/increasing market share above 80%.• Provided excellent customer service to clients and insured families via e-mail and phone, ensuring excellent customer satisfaction that led to new business generation from peer clients.• Provided weekly underwriter services, reviewing 4000+ claims per year, applying the terms and conditions of the coverage and forwarded approved claims to the accounting team for processing.• Responsible for leadership and mentorship for junior account executives, including transitioning multiple states/territories to new account executives while maintaining seamless service during the transfer.• Managed insurance producer licensing for the account executive team and the company, applying for and processing insurance licenses in all 50 states and Canada.• Generated insurance policy documents and audited current policies for compliance with state and provincial insurance laws, tracked changes, made modifications and published new policy documents for state approval.