Commercial Lines Resume Sample

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Karolann Ernser
196 Gutmann Locks,  Boston, MA
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Work Experience


Commercial Lines Account Executive
05/2017 - PRESENT
New York, NY
  • Develops an understanding of the clients’ business priorities and risk management needs
  • Builds, expands and solidifies relationships with existing clients and leads appropriate resources to address the client’s risk/capital management needs
  • Develops a thorough understanding of clients’ business strategic priorities, and appetite for risk
  • Delivers documents to insured’s as needed
  • Acquires understanding of clients’ business and insurance objectives and critically analyzes and compares insurance plans to determine suitability
  • Leads all aspects of client service, marketing, and renewal of book of business. Uses judgment and creativity based on industry experience to produce favorable results and solutions to address clients’ insurance needs
  • Service existing book of business including the following
  • Gather needed information, provide creative solutions, and resolves issues for clients
  • Ensure that client needs are met by service team
Commercial Lines Claims Coordinator
02/2013 - 03/2017
New York, NY
  • Taking incoming claims calls and handling appropriately based on type of claim
  • Handling certificate requests including related coverage updates, special language requests and underwriting issues
  • Writes new business as appropriate or refers the lead back to agency
  • Conducts account reviews periodically. Enhances and strengthens existing accounts as needed with additional coverages
  • Resolves disputes between customers, Westfield, agencies and others while keeping appropriate parties informed of progress
  • Works closely with agencies on the following
  • Advising agency of critical events, and follows agency’s instructions if within guidelines or procedures
  • Writing generally simple bonds for customers as needed
Commercial Lines Account Assistant
08/2010 - 08/2012
Boston, MA
  • Provide guidance and direction for account team members with regard to client requests
  • Proactively analyze account and prepare coverage recommendations, facilitate opportunities for account rounding as needed based on exposure analysis, and negotiate coverage with carriers
  • Assist client and team with claims as needed
  • Documenting file with all necessary information in a timely fashion
  • Marketing and placement of new and renewal business
  • Work with Account team to
  • Related experience working as an Account Manager in the commercial lines brokerage arena (equivalent combination of education and experience is acceptable)
  • Large Commercial Account Experience required
  • Answering inquiries from customers including coverage questions, policy changes, quotes, billing issues, and other issues

Education


John Brown University
2005 - 2009
Bachelor's Degree in Business

Professional Skills


  • Excellent communication skills, rapport-building, and facilitation skills
  • Highly developed organizational skills – demonstrated ability to juggle multiple initiatives and set priorities
  • Strong account support experience, organizational skills, customer focused and responsive
  • Strong customer service skills and effectively interact with professionals
  • Strong organizational, time and multitasking skills
  • Strong communication skills with the ability to build relationships and challenge decisions at all levels
  • Excellent skills in MS Office Products, highly proficient in WORD

How to write Commercial Lines Resume

Commercial Lines role is responsible for training, excel, word, compensation, finance, database, printing, payroll, analysis, reporting.
To write great resume for commercial lines job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Commercial Lines Resume

The section contact information is important in your commercial lines resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Commercial Lines Resume

The section work experience is an essential part of your commercial lines resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous commercial lines responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular commercial lines position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Commercial Lines resume experience can include:

  • Strong systems and MS Excel skills
  • Participate in training and professional development courses to enhance skills and industry knowledge
  • High problem solving skills and able to influence with impact to get work done
  • Intermediate to Advanced Level MS Excel skills i.e. VLOOKUP’s, macros, and pivot tables for data analysis
  • Prior experience as an Executive Assistant, Legal role an asset
  • Strong professional lines and E&O experience

Education on a Commercial Lines Resume

Make sure to make education a priority on your commercial lines resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your commercial lines experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Commercial Lines Resume

When listing skills on your commercial lines resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical commercial lines skills:

  • Good interpersonal, organizational, skills
  • Five Years’ prior agency experience as an Account Manager, Client Services Representative, or Claims (individual or combined experience)
  • Participating in industry networking functions, training and professional development courses to enhance skills and industry knowledge
  • Professional sales experience, including experience in training on insurance products or sales
  • Prior experience working with Lawyers and Engineers an asset
  • Experience on Epic or strong aptitude to learn new systems

List of Typical Experience For a Commercial Lines Resume

1

Experience For Commercial Lines Account Assistant Resume

  • Experience servicing commercial small business in a non-producing role
  • Effective communication with clients
  • Prepare invoices, transmittals, ID cards, certificates of insurance, evidences as insurance binders and cancellation forms as required
  • Servicing an existing book of business (including sub-brokered business) by responding to client requests via telephone, in person or email
  • Selling to new clients and cross/upselling management liability, cyber, commercial auto, property, and/or liability policies to existing clients
  • Forwarding submission to underwriters and following up for responses
  • Answering basic client inquiries, communicating with insurance companies
  • Answering basic stakeholder inquiries, communicating with insurance companies
  • Printing and distributing renewal list to Account Manager at least 90 days before renewal
2

Experience For Commercial Lines Account Executive Resume

  • Marketing and negotiating all new and renewal accounts as required
  • Invoicing / Account Receivables tracking
  • Identifying new business or client up-sell/cross-selling opportunities
  • Working in a team based structure to retain and grow existing portfolios
  • Updating TAM once policy is bound (update future app and pull over to current)
  • Preparing policies to be delivered
3

Experience For Senior Commercial Lines Technician Resume

  • Preparing tabs for proposals
  • Responding to third party information requests
  • Supporting account team with large commercial clients and multinational companies
  • Facilitating communication between clients and insurance companies
  • Maintaining MS Excel data with VLOOKUP’s, and pivot tables
  • Negotiating with markets on coverage issues
4

Experience For Commercial Lines Claims Coordinator Resume

  • Searching for information on the internet
  • Managing renewal list distribution within Practice on all codes
  • Updating computer database as needed
  • Managing accounts receivables
  • Reconciling fleet schedules
  • Preparing files for storage
  • Inputting data into computerized database (Lineage) and setting up electronic client and prospect screens in Epic
  • Provide administrative support including photocopying, faxing, scanning for email and filing
5

Experience For Commercial Lines Account Administrator Resume

  • Focus on retaining and growing existing portfolios
  • Provide our internal and external clients with prompt, courteous and professional service including handling coverage inquiries and processing client requests
  • To build a market profile as a representative and advocate of Willis Towers Watson commercial lines pricing consulting services and software tools
  • Prepares and coordinates all transactions, paperwork, and internal processing for assigned tasks, including but not limited to
  • Basic policy proofing and fact checking of legal contracts
  • Proficient in Microsoft Office: Word, Excel (formulas, sorting and filtering), and Outlook
6

Experience For Commercial Lines Client Account Manager Resume

  • Lead contact person for marketing/quoting (new/renewal business)
  • Information gathering – for Marketing
  • Assists Account Managers in providing exceptional service to clients by completing assigned tasks in a timely and accurate manner
  • Detailed policy proofing/ fact checking
  • Coordinate the handling and servicing of assigned accounts with the Account Manager/Producers
  • Request and process all policies, endorsements, binders, schedules, certificates, audits, and cancellations, including invoicing
  • Monitor repayments and credit searches to pro-actively identify any issues arising
7

Experience For Client Representative, Commercial Lines Resume

  • Execution of insurance certificates, binders, statement of values, proposals, and processing of client documents (endorsements and policies)
  • Set up/Update billing screen
  • Calculates and invoices transactions. Prepare premium financing contracts and other monthly payment plan options
  • Assist producer in overall maintenance of the book of business by gathering information from
  • Present and obtain all completed, signed forms required for binding
8

Experience For Commercial Lines Account Associate Resume

  • Strategic Planning with Producer based on dynamics of the account
  • Stewardship Reporting; if applicable
  • Support the Bond department in writing new Bonds
  • Manage and service an existing Bond Book of Business
  • Review and process changes using broker management system or online portal (i.e. Northbridge Commercial Linq)
  • Claim reporting; send, file and distribute notices and updates to appropriate parties
  • Positively represents the department to clients, colleagues and the community by projecting a professional image in communications, behavior and appearance
  • Establish networks and partnerships in the Dealership and Leasing space
  • Maintain expiration list providing technical support and necessary documents to Account Manager for new-renewal business
9

Experience For Commercial Lines Technician Resume

  • Inputs data and setting up electronic client and prospect screens to Epic
  • Expiration & producer reports, filing and distribution
  • RIBO Licensed or willing to obtain within 6 months of employment
  • Work in a team based structure to retain and grow existing portfolios
  • Maintains/updating Summary of Insurance (update as policy changes occur and at renewal)
  • Answers client queries and communicating with insurance companies
10

Experience For Commercial Lines Senior Product Specialist Resume

  • Documents work with appropriate activities in the management system
  • Serves as a resource to Westfield’s commercial lines team, whenever possible, and cooperatively responds to underwriting requests for additional customer information
  • Utilizes Westfield software and resources, agency management system, and software tools as needed to perform tasks and obtain necessary information (e.g. underwriting guidelines, forms, manuals)
  • Shares knowledge of industry updates (carrier changes, market trends, products) and stays informed of state-specific guidelines and requirements (coverages, underwriting rules, procedures, laws). Continues to meet Continuing Education requirements to maintain license
  • Manages and develops a high performing team by being a champion for client service, teamwork, collaboration, knowledge sharing and commitment to people development

List of Typical Skills For a Commercial Lines Resume

1

Skills For Commercial Lines Account Assistant Resume

  • Above average communication skills in order to represent the company in a professional manner and
  • Recommending prioritisation of own work stack and the tasks of others to meet business objectives
  • Experience leading, coaching and/or mentoring a team
  • Commitment to team building and working in a team environment – build and maintain effective relationships with business partners
  • Marketing or underwriting experience
  • Experience working or dealing with medical professionals an asset
  • Good understanding of data quality principles
  • Previous experience processing high volume transactional commercial accounts
  • Demonstrate commitment to Willis Towers Watson professional standards in managing analyses and in communications with clients
2

Skills For Commercial Lines Account Executive Resume

  • Experience working with professionals i.e. lawyers, engineers an asset
  • Meet with the client prior to renewal to obtain renewal information and periodically during
  • Project management experience is desirable but not essential
  • Operate a computer and other office productivity machinery, such as a calculator, copy machine and printer
  • Experience in the Commercial Insurance industry
3

Skills For Senior Commercial Lines Technician Resume

  • Strong technical background and willingness to learn new systems
  • Demonstrates accountability for individual outcomes, team results, and personal behaviors
  • Drives effective relationships with internal and external partners, agents, and customers with integrity
  • Process cancellation requests, certificates, evidences, binders, auto ID cards and audits
  • A valid General Lines insurance license for assigned State(s) is required
  • Proven ability to manage multiple responsibilities in a deadline driven environment
4

Skills For Commercial Lines Claims Coordinator Resume

  • Experience with complex construction commercial property and casualty account management
  • Experience with Epic or similar insurance broker management systems
  • Experience on Epic, TAM, CompuQuote or equivalent insurance broker management system
  • Effective communication with global brokers, local underwriters and multinational companies
  • Knowledge or experience in Healthcare is an asset
  • Commercial insurance account support experience desired
  • Previous experience with insurance broker management systems i.e. Epic, TAM etc
  • Strong attention to detail and process oriented
5

Skills For Commercial Lines Account Administrator Resume

  • Effective communication with large commercial clients and multinational companies
  • Strong team player and be able to work independently with little supervision
  • Dealership or Leasing industry experience desired
  • Call center experience managing high volume of work
  • Experience with Epic broker management system ideal
6

Skills For Commercial Lines Client Account Manager Resume

  • Knowledge or experience of Professional Liability an asset
  • Commercial insurance account support experience desired
  • Insurance industry experience in a similar account support role
  • Experience with TAM or Epic broker management system desired
  • Commercial lines experience
  • Experience in market negotiations on commercial policies required
  • Experience on Epic or similar insurance management systems
7

Skills For Client Representative, Commercial Lines Resume

  • Experience in Epic or equivalent insurance broker management systems
  • Commercial insurance experience
  • Broker management experience desired i.e. TAM or Epic
  • Commercial small business experience desired
  • Experience in Epic or similar insurance brokerage management system
  • Quickly adjust priorities, focus and direction as circumstances dictates
8

Skills For Commercial Lines Account Associate Resume

  • Experience in Commercial Insurance an asset
  • Analyzes client coverage, exposures and loss experience to determine risk requirements
  • Effective management of abeyance system
  • Experience in market negotiations on commercial policies an asset
  • Strong ability to learn new systems i.e. legal software i.e. WORDSENSA
  • Experience with broker management system i.e. Epic an asset
9

Skills For Commercial Lines Technician Resume

  • Commercial insurance account support experience desired
  • Maintains effective abeyance system
  • Experience on Epic or equivalent broker management system
  • Issues all Certificates of Insurance and Evidences of Property, and associated endorsement forms, for distribution
  • Ensures that the insured’s Certificate Holder List(s) and Evidence of Property Holder List(s) are current
10

Skills For Commercial Lines Senior Product Specialist Resume

  • Experience on Epic broker management system desired
  • Experience in professional lines and E&O desired
  • Experience on Epic or similar insurance management systems desired
  • Reviewing and processing renewals, endorsements and mid-term changes; preparing renewal binders/proposals as required
  • Identifying and addressing client needs regarding coverage and policies and follows up to ensure client satisfaction
  • Initiating claims process, including reporting to relevant insurer
  • Encouraging innovation and educate risk taking
  • Calculating provincial taxes, preparing premium finance quotes, etc

List of Typical Responsibilities For a Commercial Lines Resume

1

Responsibilities For Commercial Lines Account Assistant Resume

  • Loading Policy and Underwriting Information into EPIC, Policy Works and Aviva RTM
  • Inputting data and setting up electronic client and prospect screens from TAM to EPIC
  • Loading Policy and Underwriting Information into Epic
  • Generating reports to insurers
  • Setting up clients and prospects into brokerage management system EPIC and Policy Works
  • Balancing corporate duty with personal growth
  • Striving to minimise duplication and achieve a right first time approach
  • Understanding the broader business context, e.g. performance, call centre issues, etc
2

Responsibilities For Commercial Lines Account Executive Resume

  • Evaluating the opportunities and threats that arise due to the inter-dependency of tasks and projects
  • Process and issue invoices, arrange financing contracts; liaise with Accounting and follow up with clients regarding incoming payments
  • Deliver ongoing training and education for Agents and field sales team aspiring to grow their Commercial book of business with MetLife
  • Holds team members accountable for consistently achieving or exceeding productivity and performance metrics across the Branch
  • Assist RSM with sourcing opportunities, prospecting, book rolls and point of sale support as requested by RSM/RSD
  • Prepares and coordinates all transactions, paperwork, and internal processing for assigned tasks, including but not limited to
  • Entrepreneurship: encouraging innovation and educate risk taking
  • Client meeting preparation and participation
3

Responsibilities For Senior Commercial Lines Technician Resume

  • Develop a deep understanding of the MetLife commercial lines product suite, technologies and capabilities
  • Increase Dovetail Representatives knowledge and sales acumen regarding MetLife’s CL value proposition
  • Assist RSM with identifying viable commercial lines focused Agencies within their assigned territories
  • Assist RSM with identifying risk opportunities at Agencies within MetLife’s CL appetite
  • Balance: balancing corporate duty with personal growth
4

Responsibilities For Commercial Lines Claims Coordinator Resume

  • Integrity: doing things right every time
  • Teamwork: working together to maximize results
  • Service: serving customers, communities and colleagues
  • Roven track record of managing multiple projects and/or assignments
  • Balance balancing corporate duty with personal growth
  • Integrity doing things right every time
  • Teamwork working together to maximize results
  • Service serving customers, communities, and colleagues
5

Responsibilities For Commercial Lines Account Administrator Resume

  • Proficiency in math and/or accounting an asset
  • Knowledge of diverse commercial risks and emerging insurance trends
  • Work and meet challenging deadlines and expectations
  • Delivers high quality client service consistent with Gallagher’s operational standards and practices
  • Ties the priorities of the Client Service Operations function with the Branch’s strategies and key priorities through close interactions with the branch leadership team
  • Identifies continuous improvement opportunities and leads the effort to implement changes
  • Manage, review and collect on an allocated portfolio of Commercial debt
  • Contact customers where payment is overdue and establish appropriate repayment plans
  • Work closely with CBPF Sales Managers to advise on any problem accounts
6

Responsibilities For Commercial Lines Client Account Manager Resume

  • Liaise with brokers and solicitors on more complex account work-outs
  • Build suitable rapport with customers and other third parties to facilitate recoveries
  • Achieve targets set by departmental Commercial Lines Collections Manager
  • Contribute to projects as required by the business
  • Work in the Hampton Roads or Richmond, VA area
  • Prepare Agent of Record Letters
  • Process Renewals of OCP, Builders’ Risk and Flood Policies Assist as needed with various projects
  • Prepare and process all requests for certificates of insurance as required within 3 hours of request
7

Responsibilities For Client Representative, Commercial Lines Resume

  • Updating rate/premium histories and premium comparisons; calculation of PST, Invoicing, processing of Lineage, execution of premium finance forms, collection of aged receivables, as required, and correction of commission differences
  • Enter loss run information
  • Process change requests – suspense and follow up, check and scan when received
  • Process New Business and Renewals
  • Scan and put all correspondence into paperless file
  • Email signed forms to carrier
  • Assist as needed with various projects
  • Prepares client pre-renewal and renewal packages, policies, submissions, binders, letters, summaries and invoices in a timely manner
  • Competently review requirements and execute issuance of certificates of insurance
8

Responsibilities For Commercial Lines Account Associate Resume

  • Performs other responsibilities as assigned by AVP
  • CIP/CAIB/CRM Designation in progress
  • Day to day activities for clients and prospects
  • Preparation of insurance certificates in line with local policy coverages
  • Timely issuance of submissions, binders, summaries, policies
9

Responsibilities For Commercial Lines Technician Resume

  • Provide assistance where required within team
  • Day to day activities for foreign broker partners & clients
  • Knowledge of healthcare industry an asset
  • Analyzes certificate requests and ensures clients’ needs are met
  • Prepare New/Renewal certificate of insurance and issue when not given to CSR
  • Deliver Renewal Proposals to insured at Producer’s direction
10

Responsibilities For Commercial Lines Senior Product Specialist Resume

  • Review New or Renewal policies and deliver policy binder to the client, when not mailed to
  • Support the Account Executives, Account Managers and Client Service Agents to include but not limited to
  • Develops relationships beyond the Producers relationship with the key decision makers
  • Schedules and leads client meetings
  • Communication coordinator: responsible for client awareness
  • Keep Producer apprised of any issues or potential issues
  • Preparation of client renewal packages (certificates, summaries, etc.)
  • RIBO licensed (or in progress)

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