Yyyyyy x. yyyyyy

Insurance Personal Lines Account Manager

Sales ~ Customer Service ~ Risk Analysis ~ Communications ~ Presentations

Problem Solving ~ Staff Training & Mentoring ~ Account Servicing / Management

• Bilingual (Spanish and English) with 17+ years experience in personal lines insurance.

• Outstanding talents in relationship-building, cross-selling, follow-up, account administration, market analysis, risk management, and delivering persuasive sales presentations.
• Able to efficiently anticipate and respond accordingly to changing business priorities and competing demands.
• Collaborative and diplomatic with sharp strategic thinking and planning skills.
• Skilled at leveraging carrier websites to market and rate new and/or renewal business.
• Highly regarded for sound judgment, integrity, prioritization skills, and resourcefulness.
• Excel at completing and underwriting new indemnity applications in a timely manner.
• Proven capabilities in training, coaching, motivating and developing peers and new hires to achieve performance targets.
• Quality-focused, self-directed, and able to implement business and sales plans which precisely align with corporate vision and direction.
• Adept at fostering productive relationships within community, vital to maximizing business growth.

Momentous Insurance Brokerage (MIB), Van Nuys, CA, 2009 to Present

Senior Account Manager

• Provide highest quality service to customers and cross-sell within existing book of business.
• Seamlessly liaise between MIB and designated accounts to address broad-scope coverage issues, analyze contracts and exposure, issue auto ID cards, and manage endorsement activity and policy renewals.
• Prepare formal proposals to win and retain business, vital to meeting MIB s revenue targets.
• Quote new business and renewal options to clients, practice diligent follow up, and distribute Summary of Insurance once coverage is bound and in effect for new accounts.

Continued ►

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Professional Experience continued

• Update Summary of Insurance for existing clients as needed to ensure consistent accuracy.
• Foster, nurture, and maintain constructive and loyal relationships with clients by meeting and surpassing expectations, paramount to maintaining an exceptional reputation within the community.
• Actively contribute to agency billing processes to prevent bottlenecks and support accounting & financial department goals.
• Effectively service accounts by accurately and expeditiously processing payments, endorsements, and renewals.
• Inform and educate clients in coverage, exclusions, exposures, gaps in coverage, stewardship programs, and other relevant information to ensure needs are met and to maximize profitability for MIB.
• Tactfully solicit referrals from client base and proactively follow up to secure new accounts.
• Demonstrate exemplary leadership talents in training and mentoring new associates.
• Continually and reliably steer strict adherence to agency s standard operating procedures and guidelines.

Prior Background:

Landini and Associates Ltd., Las Vegas, NV, 2006 to 2008

Solo Insurance Services, Sherman Oaks, CA, 1996 to 2006

Graduate, Mike Russ Insurance School, Anaheim, CA

Property and Casualty License California

Property and Casualty License Nevada (needs renewal)

Motor Club License Nevada (needs renewal)

Microsoft Office Suite, insurance agency management systems (i.e., TAM, AMS 360, Epic)