Insurance Account Manager Resume Sample
Elinor Senger
9796 Lindgren Plains,
Chicago,
IL
+1 (555) 336 5796
Work Experience
Insurance Account Manager
04/2018
-
PRESENT
Philadelphia, PA
- Take, report and monitor claims for A & B clients in office where applicable
- Contact A & B clients for collection of premiums as necessary
- Keep manuals updated
- Issue binders and certificates upon request
- Commercial Lines experience
- Provides technical assistance to other staff to benefit clients and to reach agency’s strategic business goals
- Remarkets renewals and delegates to CSR’s to process renewal proposals as needed
- Perform special projects at management’s request
Personal Insurance Account Manager
08/2014
-
02/2018
Houston, TX
- Working knowledge of a wide array of insurance coverage, policy terms, and conditions including worker’s compensation, general and automobile liability, marine, cargo, and property
- Demonstrated analytical, problem solving, and decision-making skills and acute attention to detail
- Exhibits leadership qualities such as managing and coaching others.
- Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability
- Refers current and prospective clients to sales executive for solicitation of medical, dental, life, and personal lines coverage’s; assists in profiling the commercial book of business for marketing purposes
- Keep Informed regarding industry information, new product information, legislation, coverage’s and technology to continuously improve knowledge and performance
- Market Renewals and New Business
- Manage daily service requirements of the assigned clients
- Assist clients with changes, questions, and billing and claims issues
Senior Property & Casualty Insurance Account Manager
06/2010
-
05/2014
Chicago, IL
- Visit with clients as directed by producer
- Review carrier contracts, SPDs and benefit summaries for required language and coverage
- Assist producers in design and preparation of RFPs, marketing and presentation materials
- Process and/or propose all small group renewals
- Process enrollment applications and new/renewal paperwork
- Prepare monthly and quarterly claims reports to clients, as needed
- Assist producers in design and preparation of marketing and presentation materials
- Assist with delivery of employee ID cards
- Limited direct contact with clients
Education
Concordia University
2005 - 2010
Bachelor's Degree in Business
Professional Skills
- Exceptional time management skills, attention to detail and the ability to prioritize
- Strong interpersonal and communication skills: written and verbal
- Good interpersonal skills and ability to work in a team environment
- Good customer service, communication, problem solving and organizational skills
- Practical application of skills and knowledge learned in class
- Work independently with exceptional interpersonal skills
- Proactive thinking, analytical and problem-solving skills
How to write Insurance Account Manager Resume
Insurance Account Manager role is responsible for interpersonal, acute, travel, insurance, design, integration, training, customer, health, transportation.
To write great resume for insurance account manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Insurance Account Manager Resume
The section contact information is important in your insurance account manager 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
- Telephone number
Work Experience in Your Insurance Account Manager Resume
The section work experience is an essential part of your insurance account manager 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 insurance account manager responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular insurance account manager position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Insurance Account Manager resume experience can include:
- Four years of experience in the insurance industry
- Experience with complex commercial property account management
- Excellent organizational, interpersonal, communication sills and ability to work in a team environment
- Experience with EPIC broker management system an asset
- Experience with TAM or EPIC as asset
- Assist the Project Management team (PMO) to launch partner experiences and interactions with Ally Insurance
Education on an Insurance Account Manager Resume
Make sure to make education a priority on your insurance account manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your insurance account manager 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 Insurance Account Manager Resume
When listing skills on your insurance account manager 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 insurance account manager skills:
- Effective organizational skills and time management
- Work Related Experience: Two (2) to four (4) years related experience in Personal Lines
- Technical Experience: Experience with Microsoft Office products is required
- Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities
- Demonstrated proficiency with technology, including Microsoft Office and automated agency management systems
- Experience working in the insurance industry
List of Typical Experience For an Insurance Account Manager Resume
1
Experience For Personal Insurance Account Manager Resume
- Prepare and process documents such as policies, renewals, claims, applications, changes, endorsements, binders, contracts, ect. to ensure accuracy, prevention of errors and omissions and coverage of risk organizations
- Ensuring retention targets are met, including by means of re-marketing
- Assist the Producer in the design and preparation of marketing collateral and presentation material, implementation and servicing of client insurance programs
- Contact insurance carriers to coordinate processing claims and gathering necessary documentation to work through difficult claim situations
- Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions
- Follow proper procedures regarding the use and integration of data within the Agency Management System
- Understands the functionality of all underwriting systems (automated and manual) and utilizes these systems as required
2
Experience For Commercial Insurance Account Manager Resume
- Create and maintain computer files and suspense for follow up action
- Refers new sales opportunities to Producer and/so Sales Manager
- Final review and written letter of recommendation
- Obtain insurance license
- Prepare client proposals based on client’s needs, rates and coverages
- Thorough knowledge of commercial lines construction coverages and markets
- Oversees functions performed by lower level Account Managers and Assistant Account Managers as required
3
Experience For Senior Property & Casualty Insurance Account Manager Resume
- Supports, mentors, and trains lower level Account Managers and Assistant Account Managers, as necessary
- Proactive and strategic anticipation of client needs and timely response to client inquiries and the requests of Producers and Unit Manager. Deliver best-in-class customer service by consistently exceeding client and team expectations
- Identify opportunities to provide cross sell to provide clients with the most comprehensive appropriate program
- Develop and maintain carrier relationships at the underwriter level
- Knowledge of multiple lines of property and casualty insurance coverage’s as they relate to various industries
- Respond to inbound telephone inquires
- Team player able to work within Production and Service teams
- Complete outbound calls as required for renewal review and special projects
4
Experience For Group Benefits Insurance Account Manager Resume
- Respond to inbound telephone inquiries
- Retention is a key focus
- A Property & Casualty Insurance License is required
- Act as the liaison between Partners and Ally insurance
- Develop and provide best practice recommendations for DTC partners
- Provide support to triage and diagnose technical problems with partners and escalate as needed
- Provide Leadership with recommendations and observations to increase business with partner companies
5
Experience For Life Insurance Account Manager Resume
- Develops and maintain cooperative, collaborative and productive, team-driven relationships between the various departments and management team
- Ensure the retention of your specific personal client portfolio by working with advisors to create appropriate solutions and discovering and executing ways to deepen the relationship
- Coordinate and integrate with the Service Assistant(s) and Advisors to carry-out what is needed to deliver the product and/or service and work with the advisor or client to make the sale
- Negotiate with underwriters as necessary to create interest to pursue the prospective client-risk
- Serve as the client manager for specifically assigned groups in the Personal Lines Department as determined by management
- Collaborate with advisors to achieve the most appropriate product and service solutions for the client
- Follow up with clients on Carrier letters of recommendation to ensure items are properly completed
- Create and maintain positive relationships with advisors, clients, and carrier representatives
6
Experience For Transportation Insurance Account Manager Resume
- Identify other areas of further opportunity within Wealth and the Bank
- Maintain an understanding of the underwriting requirements, system capabilities/requirements, and current industry-appetite of each insurance carrier within the specific market being served
- When necessary, be available to support other areas of the agency
- Certifications: PA Property and Casualty
- Review and gather information as needed to process renewal/new business policies
- Manages the renewal process and prepares renewal proposals to be presented by the producer
- Negotiate with the underwriters from other insurance companies on rates and coverage
7
Experience For Business Insurance Account Manager Greensboro Resume
- Follow-up on requested changes, renewals, etc. with insurance companies
- Maintain neat and accurate customer files
- Adhere to required volume commitments as determined by Management
- Perform special projects as requested by management
- Processes new and renewal policies, cancellations and reinstatements, endorsements and inspection reviews to achieve individual, team and company premium, service and quality standards
- A work/life balance because that’s important for all of us
- Learn from the expertise of your coworkers
8
Experience For Assistant Insurance Account Manager Resume
- Be part of a motivated team
- Actively pursue professional certificates/designations
- Discipline - focused on goals
- Life & Health Insurance license required
- Life & Health Insurance license required (or can be obtained within 45 days of start date)
- Discipline – focused on goals
- Accountability – measure and take responsibility for outcomes
9
Experience For Commercial Insurance Account Manager Trainee Resume
- SAID…My direct manager keeps commitments
- SAID…My direct manager treats employees with respect
- Active Maryland license
List of Typical Skills For an Insurance Account Manager Resume
1
Skills For Personal Insurance Account Manager Resume
- Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts
- Commercial insurance experience, preferably at a brokerage and preferably within transportation
- Strong Attention to Detailed
- Experience with Sagitta and ImageRight Systems
- Two years of insurance client service experience
- Basic knowledge/experience with an agency management system beneficial but not mandatory to apply
- Insurance experience
- Basic knowledge/experience with an agency management system beneficial
- Insurance brokerage or property casualty insurance sales experience
2
Skills For Commercial Insurance Account Manager Resume
- Brokerage experience
- Work closely with management to prioritize business and Partner needs
- Travel: Valid driver’s license and ability to travel periodically, required
- Ensuring new business and retention targets are met, including by means of re-marketing
- Working on company portals to process client requests/changes
3
Skills For Senior Property & Casualty Insurance Account Manager Resume
- Working knowledge of MS Office (Word and Excel)
- Providing support to our Sales Operation
- Utilizing agency technology including our agency management and document management systems
- Management of the account service items including accurate invoicing, endorsement processing, and certificate of insurance issuance
- Assist in identifying, communicating and recommending solutions to handle partner concerns
- Responsible for entering detail into computer on new and maintaining detail on existing accounts
- Great working knowledge of workers compensation, underwriting, and group self -insurance
4
Skills For Group Benefits Insurance Account Manager Resume
- Entrepreneurship – encouraging innovation and educate risk taking
- Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options
- Upsell existing clients. Place outgoing touch base calls
- Interpret data, analyze results using statistical techniques to provide ongoing support to Partners
- Quarterly road shows- visiting med performing agencies
- Understand agency rating system and company rating systems and websites
- One of the fastest growing North America insurance brokers
- Acquire understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability
5
Skills For Life Insurance Account Manager Resume
- Life and Health Licensing required
- Balance – Balancing corporate duty with personal growth
- Service – serving customers, communities and colleagues
- SAID…I have a clear understanding of my role and responsibilities
- Acquire an understanding of clients’ needs and critically analyze and compare insurance plans to determine the best fit
- A rewarding job that helps local businesses in the community
6
Skills For Transportation Insurance Account Manager Resume
- Generous time-off policies (2 weeks of vacation + Personal/Sick/Floating Holidays)
- Growth- HUB is growing, and so can your career
- Property/Casualty License or be willing to sit for exam within 90 days of hire date
- A Property & Casualty License or be willing to sit for exam within 90 days of hire
- Basic knowledge of Microsoft Word, Outlook, and agency rating software
7
Skills For Business Insurance Account Manager Greensboro Resume
- Acquire understanding of clients’ insurance objectives and critically analyze and compare insurance plans to determine suitability
- Rate workers’ comp and other ISO rating as necessary
- Assists assigned clients with questions and issues to resolve problems concerning their Regions Insurance relationships and insurance policies
- Reviews and monitors complex documents such as renewals, claims, applications, statistical data in support of ongoing business
- RIBO license (or willing to obtain)
- Identify training needs of personnel and engage appropriate SMEs from the Ally Insurance team
8
Skills For Assistant Insurance Account Manager Resume
- Continuously maintain HUB’s system with accurate and up to date information regarding all cases
- Regular rotation to top performing agencies in partnership with Sales Director; ABRs
- Responsible for marketing new business for producers and market renewals
- Responsible for checking the accuracy of policies, endorsement, audits, etc. received from the insurance companies
- Answer telephones and assist clients with questions regarding their coverage
- Communicate with company personnel regarding the client’s needs and/or problems
- Upsell existing clients
- Work in a team environment
- Willingness to travel on business when required
9
Skills For Commercial Insurance Account Manager Trainee Resume
- A current Property & Casualty License
- Preferably an advanced professional designation, such as AAI, ARM, CIC
- One year or more of Insurance Background
- Background and drug screen is required
- Top 10 global broker based on revenue
10
Skills For BW Insurance Account Manager Resume
- Over 300 offices and over 9,000 employees in North America
- Over 1 million clients with a 94 percent retention rate
- Over $8 billion in premiums
- Unique ability to facilitate cross-border transactions between the U.S., Canada and Mexico
- Insurance Designation (CPCU, CIC, CRM, CISR, etc.)
- Licensed Property and Casualty Agent in North Carolina
- Discipline- focused on goals
- Accountability– measure and take responsibility for outcomes
- Disciplined - focused on goals
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