Experienced Commercial Lines Account Manager with demonstrated experience in risk management.

• Provide service to existing clients – communicate with customers by phone or in person to assist them with questions, problems, changes, certificates, or other issues concerning their account• Prepare, process, review and monitor various documents such as policies, renewals, applications, changes, endorsements, binders, contracts, & audits, etc. to insure accuracy; and preventions of errors and omissions• Prepare coverage analysis, risk management recommendations, submissions and proposals • Process new business, renewals, certificates, endorsements, cancellations and audits • Use of various rating systems, Applied Epic, MVR processing, and various software

• Provide sales and retention support for house accounts including but not limited to: calling on lead lists, lapsed, cancelled polices and insurance reviews• Quote and bind coverage on new and existing clients• Establish and maintain good working relationships with company service centers, underwriting and claims representatives• Generate leads and referrals for insurance, membership products and other lines of business• Pre-qualify leads, process presale and post sales documents• Consistently performed at high level converting leads and referrals for insurance, membership products and other lines of business• Field underwriting including auto, home and life insurance• Notarize documents as needed

• Develop and manage daily operations of all clients in book of business• Act as liaison between clients and internal departments ensure positive experience • Maintain current book of business by building strong relationships with clients • Increase customer base and generate additional revenue by developing new relationships using consultative and solution sales practices• Identify cross-sell opportunities and renewals• Respond to web based, phone and walk in inquires for quotes and need analysis• Actively market products increasing book of business• Oversee daily operations of insurance agency focusing on client retention and revenue growth

• Provide support to existing clients including placing claims, processing payments and quoting insurance• Sale products to new and existing clients with ability to follow entire sales process from on-boarding set up to financial insurance reviews

• Provide direct support to Director of Sales and Marketing and President of Mortgage Loan Operations• Support Board of Directors by preparing and distributing reports, agendas and other materials for Board meetings using MS Office (Word/Excel/Outlook)• Schedule meetings, conferences and appointments; arrange for conference rooms, maintain complex calendars • Create complex reports for Board of Directors meetings using Crystal Reports• Prepare and process reports and incentive checks for mortgage loan department• Handle highly confidential information and act as liaison between high profile clients and C level Executives