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Insurance Account Manager Resume Samples
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0-5 years of experience
Lead member of sales team that achieved ‘Top 100 New Agents in the Nation’ recognition
- Recruited by first year agent to implement and exceed first year agency goals set by corporate
- Developed and executed marketing campaign which resulted in new business within a highly-saturated market
- Generated agency commissions by creating strong relationships with new contacts
- Facilitated auto loans on behalf of State Farm Bank in addition to managing client account relationships
- Conducted financial reviews to ensure client’s needs were consistently met
6-10 years of experience
Interacts with up to 25 clients daily with issues including processing payments, contacting companies regarding audit and endorsement discrepancies and navigating challenging client accounts through goal-oriented action plan
- Generates updates to client files daily in Applied Systems Doris and TAM management systems through immediate activity record keeping
- Negotiates commercial and personal insurance rating software, interacts with insurance carrier underwriters, and issues personal and business insurance policies
- Trained three new staff members with agency account management systems, telephone, and inner-office standard procedures
- Solely prioritized and initiated the transition of over 100,000 commercial department paper copy documents, associated emails, and memos to digital filing system
- Entrusted to manage entire office’s services independently
0-5 years of experience
- Performed customer service, retention and rounding per agency standards and procedures
- Increased client retention by 55%
- Contributed ideas and offered constructive feedback at weekly meetings
- Maintained courteous, effective relationships with clients, co-workers, carriers and other business contacts
0-5 years of experience
- Attended high volume of phone calls and demonstrated strong customer service relations while assisting clients with various needs in health, personal, commercial and life insurance
- Designed plan and strategy to promote and strengthen the newly established Insurance Department
- Performed accounts and bank reconciliation at month-end
- Performed data entry, categorized and organized client’s tax and bookkeeping files
- Provided training and supervised three staffs in the department
0-5 years of experience
Managed the process of creating and updating new insurance quotes and proposals.
- Worked directly with underwriters for customer satisfaction and contract completion.
- Created and maintained account information and repository for new and existing clients.
- Created new style of Microsoft Excel underwriting price models.
0-5 years of experience
Analyze client needs and financial restrictions in order to gather suitable carrier options. Create sales proposals, marketing materials, and employee enrollment announcements for new and established clients. Document, communicate, implement, track, and audit installation of selected options. Execute enrollments, changes and terminations using dedicated carrier and vendor websites and processes.
- Proven ability to provide superior services and successfully build relationships with clients, members and carriers.
- Created and redesigned sales and marketing materials.
- Established tracking systems for all aspects of broker services and enrollment activities.
- Established recordkeeping processes.
0-5 years of experience
- Managed multi-line phone system, answered and directed calls, and relayed messages
- Maintained and updated client records
- Composed correspondence to clients and insurance company
- Daily communication with clients, billing representatives, underwriters, and claims adjusters
- Evaluated insurance needs of clients and added/removed endorsements as necessary
- Resolved billing inquiries and disputes
- Licensed to produce insurance policies
0-5 years of experience
Implemented new small group insurance benefits plans for companies under 500 lives
- Built relationships with new groups by educating them on Prudential’s process and website
- Drafted and released requests for proposals for business development
- Administered client coverage by acting as liaison for claims and billing issues
0-5 years of experience
- Provided continuous client service and risk management advice for small to mid-size
- Personally landed and written a mid-size account with monthly premiums over $125K
- Created and presented client proposals with competitive rate and benefit summaries
- Negotiated benefit and rate options
- Marketed benefit plan options, for current and prospective group clients
- Monitored group submissions during the underwriting process
- Maintained product knowledge within the medical, dental, life and disability markets
- Responsible for in-depth knowledge and full administration of Tegner Miller’s employee
0-5 years of experience
- Responsible for marketing [company name] products to prospective clients, managing existing client relationships, and recruiting new [company name] team-members.
- Successfully acquired new clients by marketing [company name] offerings, diligently networking with prospective customers, and recruiting new members to join the [company name] team.
- Maintained mutually beneficial relationships with existing clients by providing superior customer service.
- Further solidified customer relationships by introducing the [company name] online tool suite to the client base.
- Effectively led teams of new recruits by establishing schedules and coordinating training.
0-5 years of experience
Operate as the lead point of contact for any and all matters specific to your customers regarding insurance and annuities.
- Created advertising plans to help meet deadlines and sales goals.
- Build and maintain strong, long-lasting customer relationships.
- Ensure the timely and successful delivery of our solutions according to customer needs and objectives.
- Communicate clearly the progress of monthly/quarterly initiatives to internal and external stakeholders.
- Identify and grow opportunities within territory and collaborate with sales teams to ensure growth attainment.
- Attend community events or networking events to introduce the company to people that have not heard of our company.
0-5 years of experience
Book transfer specialist: managed a local million dollar account transfer and worked with our corporate office on the transition of a ten million dollar book for the state of Tennessee.
- Audit accounts for accurate coverage and underwriting
- Assist in basic IT support and systems training
- Provide support for insurance service, sales, membership, and management teams
- Retain current clients through servicing, account reviews, and rewriting their accounts
- Actively prospect new business and round current accounts
0-5 years of experience
Issued personal lines insurance policies including home, auto, and umbrella
- Liaison between loan officers, closing attorneys, realtors, and clients to ensure an on time close from an insurance standpoint
- Keep detailed, time sensitive, and confidential records
- All aspects of insurance service including payments, changes, verification of coverage, and client
- Licensed in 42 states for personal lines insurance
0-5 years of experience
Assist with proposals and complete applications for Commercial and Personal Lines accounts
- Market, rate, bind coverage and issue certificates
- Maintain account files from beginning to end
- Responsible for assisting clients with service needs and making changes to existing accounts expediently and courteously
- Accurately invoice renewal, new business and endorsements
0-5 years of experience
Support and service a wide range of term life, whole life & universal life accounts
- Liaison between clients and carriers
- Marketing of renewal accounts
- Meeting sales expectations and maintaining new & existing accounts using Applied Management Systems
0-5 years of experience
Managed dozens of Insurance Adjusters in different states
- Managed different multi-million dollar accounts from major insurance companies
- Responsible for efficiency and timeliness of insurance adjusters inspections
- Responsible for documentation and reporting of productivity on a daily basis
0-5 years of experience
- Manage and drive the full sales cycle for Auto, Home, Life, Health, Commercial, and Specialty products using a consultative sales approach.
- Apply [company name] underwriting and eligibility guidelines to correctly price and bind policies according to established procedures.
- Utilize product, industry and market knowledge to hold presentations, review policy benefits, and make recommendations.
- Serve as first-level contact for inbound or outbound phone sales, service, claims, and underwriting.
- Direct contact with both current and prospective clients over the telephone, in person and in writing.
- Coordinate and participate in special projects, marketing campaigns, prospecting, and lead generation.
0-5 years of experience
- Focus on new business, by utilizing marketing tools and networking opportunities to gain agency exposure and referral partnerships.
- Contact, build rapport and establish relationships with prospective clients.
- Generate new business written premium of $25,000, on a monthly basis.
- Produce sales at a high volume, with preferred customers, leading to increased agency retention rates.
0-5 years of experience
Answers and responds to requests and inquiries from clients.
- Generates weekly and monthly sales tracking reports.
- Performs sales related administrative and clerical duties.
- Process group applications and enrollment forms to renew groups with current carriers or move to new a carrier.
- Works as a liaison between the insurance agent and the insurance carrier.
0-5 years of experience
Managed revolving accounts in an assigned Portfolio.
- Helping bring delinquent accounts current by maintaining contact with account holders.
- Educating Homeowners of various life, home insurance products and service available.
- Communicated between the home owners and the Underwriters in regards to modification status and missing documents.
0-5 years of experience
- Responsible for handling insured requests for certificates of insurance, policy changes, billing concerns and processing premium payments.
- Responsible for setting up new business files, system entry and quoting of some carrier in-house.
- Responsible for marketing of renewal accounts specified by producers to include updating applications, ordering loss runs and submitting to requested carriers.
- Responsible for reviewing new business and renewal policies and endorsements once received in the office and requesting any necessary endorsements from the carrier.
- Processing and handling of Contract and Surety Bonds.
6-10 years of experience
- Act as a liaison between insurance brokers, clients, and client service teams to ensure that clients had exceptional client experience
- Pro-actively maintained an annual review cycle for client relationships in accordance with defined deliverables
- Coordinated requests for new coverage or changes to existing policies with insurance brokers, including homeowners, automobile, aviation, excess liability, commercial and health insurance
- Assisted clients in contacting insurance providers for information, advice, or problem resolution
- Reviewed monthly premium invoices and ensured timely payment
- Performed services and fulfillment activities to meet client’s needs and expectations
- Conducted routine administrative services as required for the efficient operation of the department
10+ years of experience
Market, sell and manage personal and commercial insurance.
- Provide excellent customer service and maintain client relations.
- Production and feed back meetings with marketing Reps and agency personnel.
- Out side commercial sales mid size to large business accounts.
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Insurance Account Manager
Last edited by: Gabriela Barcenas, CONTENT STRATEGIST -
Gabriela Barcenas
CONTENT STRATEGISTGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
