Annie Rodriguez
Roseville
Summary
Detail-oriented Commercial Account Manager with over 20 years in the insurance industry. Specialized in risk analysis and policy processing while driving client retention and satisfaction through proactive communication and strong relationship-building skills.
Overview
15
15
years of professional experience
Work History
Commercial Account Manager
Alternative Market Services, Inc.
Roseville
07.2021 - 05.2026
- Conducted risk assessments, aligning coverage levels with client needs to mitigate potential liabilities.
- Processed policy applications, ensuring accuracy of client records.
- Maintained strong client relationships to ensure trust, satisfaction, and retention.
- Collaborated with insurance carriers, resolving coverage and payment issues to enhance client satisfaction and retention.
- Prepared quotes and reviewed proposals, processed endorsements, certificates, and ID cards.
- Assisted with audits to ensure compliance with regulations.
- Coordinated premium financing options, facilitating tailored solutions to meet diverse client financial needs.
Commercial Account Manager
Armar Insurance Agency, LLC
Sacramento
02.2019 - 07.2021
- Processed endorsements, renewals, claims, and billing issues to ensure smooth client transactions.
- Drove growth by acquiring new business from existing and prospective clients.
- Marketed new and renewal business to expand client portfolio.
- Prepared certificates, created proposals, managed invoicing, and followed up on outstanding items to enhance client satisfaction.
- Handled incoming correspondence and phone calls to provide timely responses and improve client communication.
- Recognized for attention to detail and collaboration as a team member.
- Managed daily office functions to ensure smooth workflow.
Commercial Account Manager
LP Insurance Services
Gold River
08.2016 - 08.2018
- Provided service on a book of business with $4M in premium. Clients range in size from $10K
to $500K with $500K in revenue. - Assisted with new business opportunities for existing clients and prospects.
- Analyzed current exposures for marketing.
- Finalized proposals and presentations in coordination with producer.
- Prepared summaries and schedules of coverage for clients.
- Notified brokers of pertinent information related to client retention.
- Bound insurance coverage and prepared binders as well as certificates of insurance.
- Reviewed policies for accuracy.
Commercial Account Manager
Albano, Dale, Dunn & Lewis
Orangevale
04.2014 - 08.2016
- Processed endorsement requests for renewals, claims, and billing issues, ensuring timely resolution and client satisfaction.
- Marketed new and renewal business, enhancing client engagement and retention.
- Prepared certificates and proposals while managing invoicing and follow-ups on suspended items.
- Drove growth by acquiring new business from existing and new clients.
- Collaborated effectively with producers.
- Handled incoming correspondence and phone calls, providing prompt responses and upholding high service standards.
Commercial Account Manager
Arthur J. Gallagher & Company
Houston
10.2013 - 04.2014
- Managed and processed new and renewal commercial lines insurance business efficiently.
- Marketed new and renewal business to expand client base.
- Prepared and presented proposals while maintaining underwriting and marketing information.
- Evaluated coverage options, prepared comparisons, and suggested client solutions.
- Checked policies for accuracy in rating and coverage details.
- Maintained organized electronic and paper files to ensure compliance.
Balanced multiple priorities and deadlines to meet client needs. - Provided exceptional customer service, fostering strong client relationships.
Senior Commercial Account Manager
Aon Risk Insurance Services
Sacramento
02.2011 - 09.2013
- Serviced and renewed large, complex commercial clients to strengthen client retention and satisfaction.
- Created proposals and managed binding, issuing certificates of insurance, and ordering loss runs.
- Identified client needs and developed tailored solutions to address specific requirements effectively.
- Handled first report of claims and endorsements to ensure timely processing and resolution.
- Completed applications to facilitate efficient coverage placements.
- Submitted for quotes from carriers to secure competitive pricing.
- Communicated with clients about coverage options and premium changes to ensure informed decision-making.
- Provided support to address client questions and concerns promptly and effectively.
Skills
- Risk analysis
- Customer relationship management
- Client retention strategies
- Attention to detail
- Time management
- Effective communication skills
- Experienced in Microsoft Office (Excel, Outlook, Word), AMS 360/Applied (TAM), EPIC, Hawksoft
Timeline
Commercial Account Manager
Alternative Market Services, Inc.
07.2021 - 05.2026
Commercial Account Manager
Armar Insurance Agency, LLC
02.2019 - 07.2021
Commercial Account Manager
LP Insurance Services
08.2016 - 08.2018
Commercial Account Manager
Albano, Dale, Dunn & Lewis
04.2014 - 08.2016
Commercial Account Manager
Arthur J. Gallagher & Company
10.2013 - 04.2014
Senior Commercial Account Manager
Aon Risk Insurance Services
02.2011 - 09.2013