Whitney Baughn Email & Phone Number

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Financial Lines Account Executive at Chubb Insurance Solutions Agency (CISA)

Responsible for Production and Account Management for Small Commercial and Middle Market accounts.Managing and servicing a book of over one million in premium. Interacting with carrier Sales & Marketing representatives in order to stay in tune with the latest products and technology.Responsible for conducting thorough marketing efforts for over 250 Small Commercial and Middle Market accounts.Managed marketing efforts for a Professional Indemnity book of business including the following coverages: Directors & Officers, Employment Practices Liability, Crime, Errors & Omissions and Fiduciary Liability.Working with clients on a regular basis in order to expand their knowledge of coverage options on a full range scale, including coverages outside of P&C, such as D&O, EPL, Crime, Fiduciary, E&O, PL, Cyber, Kidnap & Ransom. Actively pursuing achieving a more abundant presence within the community of a larger scale, established program. Working to become well-versed in dealing with more complex, higher profile coverages.

White Plains, New York, Us

Worked alongside a team of Sales professionals in order to deliver competitive and comprehensive insurance solutions for prospective clients.Responsible for the development of sales presentations for Middle Market new and renewal business.Responsible for tracking and managing the renewal process for Middle Market accounts. Managed communications between producers and Middle Market clients.

Rolling Meadows, Il, Us

Responsible for monitoring, managing and processing a high-volume queue of new business leads. Regularly engaged in detailed consultative selling in order ensure confidence and understanding for new venture business owners. Responsible for providing best-in-class customer service during the sales process.Maintained a positive sales ratio of over 90% on new business leads.Developed excelled skills in communications through working with a diversified book of clientele. Acquired the necessary skills and abilities to build strong customer relationships.Responsible for building and presenting monthly sales reports in order to monitor program sales goals.Interacted with executive-level personnel of various national franchises in order to strengthen relationships and deliver bi-annual stewardship reports.Regularly attended various annual conventions and tradeshows.

Rolling Meadows, Il, Us

Worked alongside management personnel to grow and develop a new program within the company.Assisted in the development of various technology and online platforms to enhance program performance and competitiveness.Responsible for establishing several various workflow models in order to ensure efficient operations.Developed advanced time-management skills through consistently working within a high-volume work environment.Responsible for managing over 250 Commercial Lines accounts while maintaining strong client relationships.Actively monitored all midterm client service requests as well as a timely renewal process on over 250 Commercial Lines accounts.Carefully engaged clients during the renewal process in order to successfully upsell the account.Developed a strong ability to anticipate needs and take a proactive approach to servicing clients.Acquired excelled skills in leadership through managing a team within a high-pressure work environment.Worked two positions simultaneously while successfully prioritizing tasks.Maintained a positive and optimistic attitude while working within a high-pressure work environment.Rejuvenated and managed Gallagher’s Summer Intern Program.

Rolling Meadows, Il, Us

Developed vital skills in teamwork and leadership.Interacted with management level personnel while working through various special projects as assigned.Created newsletters in order to regularly inform customers of available products.Gained experience with high-quality, high-touch customer service.