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USI Insurance ServicesSr. Account Manager
Mar. 2025
GallagherSenior Account Manager
Dec. 2024 - Jul. 2025United StatesOversee a diverse portfolio of commercial accounts, ensuring proactive risk management and exceptional client service. Collaborate with cross-functional teams to provide seamless policy servicing, renewals, and claims management. Analyze commercial insurance applications to assess risk factors and recommend optimal coverage solutions. Negotiate with top-tier insurance carriers to secure the best coverage at competitive rates. Conduct thorough policy reviews, identify gaps, and suggest coverage enhancements to maximize client protection. Ensure compliance with underwriting standards, industry regulations, and risk assessment protocols.
HigginbothamCommercial Lines Account Manager
Aug. 2022 - Feb. 2025Managed a portfolio of commercial accounts, maintaining strong relationships and addressing client needs for products and services. Collaborated with cross-functional teams including sales, marketing, and operations to ensure seamless delivery of solutions to clients. Reviewed and analyzed commercial applications to assess risk factors and determine appropriate policy coverages Ensured compliance with company/carrier underwriting standards, policies, and regulatory requirements Managed a portfolio of commercial insurance accounts, providing exceptional customer service, addressing client inquiries and resolving policy issues in a timely manner. Collaborated with insurance underwriters to tailor insurance programs for clients, ensuring coverage meets their specific needs and risk management goals. Conducted annual policy reviews with clients to assess coverage adequacy, identify potential gaps, and make recommendations for adjustments or updates. Negotiated with insurance carriers to secure competitive rates and terms for clients, leading to cost savings and improved coverage options. Prepared and presented insurance proposals to prospective clients, highlighting key coverage features, benefits, and demonstrating value proposition for their business.
Patra CorporationCommercial Lines Account Manager
Mar. 2020 - Aug. 2022Manage a portfolio of key commercial accounts, serving as the primary point of contact for all client needs and inquiries Collaborate with internal teams such as sales, marketing, and operations to deliver customized solutions to meet clients' specific needs Managed a portfolio of commercial insurance clients, proactively reviewing their coverage needs and recommending appropriate products to ensure optimal protection Developed relationships with insurance carriers to negotiate competitive rates and terms for clients, resulting in cost savings and increased client satisfaction Collaborated with underwriters to prepare and submit accurate and timely insurance applications, endorsements, and renewals, meeting all regulatory requirements Conducted regular policy reviews and recommended adjustments to coverage levels to meet changing business needs and mitigate risks Provided exceptional customer service to clients, responding promptly to inquiries and claims, and resolving any issues in a professional and efficient manner
Reisert InsuranceCommercial Account Manager
Mar. 2016 - Mar. 2020Transitioned from personal lines insurance to commercial while continuing to Manage a portfolio of commercial insurance clients and personal insurance clients, ensuring high client satisfaction and retention rates Created and implemented customized insurance solutions tailored to each client's specic needs and risk pro�le Key Skills Collaborated with underwriters to negotiate competitive pricing and optimal coverage for clients Conducted regular policy reviews and risk assessments to identify potential gaps in coverage and recommend appropriate adjustments Acted as a trusted advisor to clients, o�ering industry insights and guidance on insurance best practices to support their business goals
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