Commercial Account Manager with a track record of enhancing client retention and solving complex issues. At Bradley Insurance dba Marsh McLennan Agency, I applied my knowledge in databases and portals along with my problem-solving abilities to streamline operations and improve team efficiency.
Overview
16
16
years of professional experience
Work History
Commercial Account Manager
Bradley Insurance Dba Marsh McLennan Agency
03.2013 - Current
Manage client accounts, including providing guidance on coverages, endorsements, billing, audits, claims and Certificates of Insurance.
Gather potential client information for small businesses to provide to Producers for quoting.
Quote and bind policies for Builders Risk / Remodelers policies.
Identified customer needs by asking questions and advising on best solutions.
Identify areas where additional training is needed among team members handling customer accounts.
Coordinate workflows with other departments for efficiency.
Underwriting Assisting
Service Provider Group
04.2009 - 03.2013
Assisted in the negotiation of policy terms and conditions, demonstrating strong analytical skills and attention to detail.
Ensured compliance with all regulatory requirements through diligent record-keeping and strict adherence to company policies.
Reviewed policy documents for completeness and accuracy before submission, minimizing the need for revisions or cancellations due to errors.
Maintained a high level of professionalism in all interactions with clients, ensuring that their needs were met in a timely and satisfactory manner.
Education
Bachelor of Science - Organizational Management / Business
Tusculum College
Knoxville, TN
12-2010
Skills
Client retention
Problem solving
Knowledge in Sagitta
Skills in Image Right
Timeline
Commercial Account Manager
Bradley Insurance Dba Marsh McLennan Agency
03.2013 - Current
Underwriting Assisting
Service Provider Group
04.2009 - 03.2013
Bachelor of Science - Organizational Management / Business
Tusculum College
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