Tammy Caldwell
Memphis
Summary
Detail-oriented professional with extensive experience in client account management and customer service. Proven ability in data analysis and negotiation, delivering optimal insurance solutions and securing favorable policy terms. Strong track record of enhancing client satisfaction and retention through effective communication and problem-solving skills.
Overview
36
36
years of professional experience
Work History
Account Executive
HUB International Mid-South
Memphis
07.2019 - Current
- Managed client accounts, facilitating timely processing of insurance applications to meet client needs.
- Presented tailored insurance products to address specific client needs and concerns.
- Negotiated favorable policy terms with underwriters to benefit clients.
- Provided prompt customer service support, resolving issues to enhance client satisfaction.
- Secured profitable contract outcomes through strategic negotiations with clients.
- Engaged customers through effective verbal communication, identifying and addressing their requirements.
Commercial Lines Account Manager
Collier Insurance
Memphis
04.2013 - 07.2019
- Managed client accounts, ensuring compliance with industry standards to maintain service quality.
- Developed strong relationships with clients and insurance carriers to enhance satisfaction.
- Analyzed client needs to recommend optimal coverage options and solutions.
- Coordinated renewal processes, effectively communicating updates to clients.
- Educated clients on policy changes and coverage limits, enhancing understanding of risk management strategies.
- Reviewed and verified policy documents for accuracy, ensuring clients received correct information.
- Drafted renewal letters detailing policy changes or updates for client clarity.
- Negotiated terms with carriers on behalf of clients to secure favorable conditions.
Commercial Lines Account Manager
Memphis Insurance Group
Memphis
08.2009 - 07.2012
- Reviewed client policies to identify potential risks and coverage gaps, facilitating informed client discussions.
- Ensured accuracy of documentation for applications, invoices, and certificates of insurance to maintain compliance and client trust.
- Analyzed data from multiple sources to create reports that informed decisions about policy changes or adjustments.
- Drafted renewal letters detailing policy changes to enhance client understanding.
Commercial Lines Account Manager
Collier Insurance
Memphis
03.2006 - 08.2009
Commercial Lines Account Manager
Sneed Insurance
Memphis
01.2000 - 03.2006
Insurance Producer
Howard Hill Insurance
Fort Worth
04.1990 - 05.1999
Education
Associate of Business Administration - Business Administration
University of Memphis
Memphis, TNSkills
- Client account management
- Client relationship management
- Contract negotiation
- Product presentation
- Data analysis
- Insurance compliance
Affiliations
- Volunteer Kairos Prison Ministry - 2015-2026
Timeline
Account Executive
HUB International Mid-South
07.2019 - Current
Commercial Lines Account Manager
Collier Insurance
04.2013 - 07.2019
Commercial Lines Account Manager
Memphis Insurance Group
08.2009 - 07.2012
Commercial Lines Account Manager
Collier Insurance
03.2006 - 08.2009
Commercial Lines Account Manager
Sneed Insurance
01.2000 - 03.2006
Insurance Producer
Howard Hill Insurance
04.1990 - 05.1999
Associate of Business Administration - Business Administration
University of Memphis