Summary
Overview
Work History
Education
Skills
Affiliations
References
Timeline
Generic

Cheryl Rannie

Leduc,AB

Summary

Commercial Insurance Account Manager with expertise in policy development and client relationship management. Proven track record in managing complex accounts and negotiating effectively with broker partners. Skilled in mentoring new team members and fostering professional growth within the organization. Strong communication and problem-solving abilities enhance adaptability in dynamic environments.

Overview

19
19
years of professional experience

Work History

Client Manager

Lloyd Sadd Insurance Brokers
Edmonton, Alberta
11.2016 - Current
  • Develop and maintain relationships with clients to identify their insurance needs.
  • Manage many policy renewals each year.
  • Respond promptly to client inquiries regarding their current coverage, or changes they want to make.
  • Achieve repeat business and referrals through personalized services.
  • Review client insurance portfolios, provide recommendations on risk management, insurance coverage, and ways to reduce risk exposure.
  • Provide contract reviews.
  • Prepare client renewal information.
  • Meet with clients during the renewal process to review insurance portfolio and provide recommendations around insurance requirements, limit requirements and risk mitigation.
  • Process applications for new and renewal business policies.
  • Research and analyze market trends in order to offer competitive prices to clients.
  • Work closely with and negotiate premium rates with underwriters.
  • Work closely with underwriters to ensure the timely issuance of policies.
  • Create renewal and new business proposals for existing and potential clients.
  • Assist client in filing claims when necessary and manage the claim process.
  • Maintained accurate records of all transactions with clients and insurers.
  • Mentor Client Associates and Client Coordinators to assist in their career paths and growth within the organization.

Commercial Insurance Account Manager

Drayden Insurance
Leduc, Alberta
07.2014 - 11.2016
  • Developed insurance policies and programs to meet customer needs.
  • Resolved customer inquiries regarding policy changes or coverage issues.
  • Participated in training sessions aimed at improving product knowledge.
  • Attended networking events to build new contacts in the industry.
  • Reviewed policy documents for accuracy prior to issuing them to clients.
  • Utilized industry software tools such as rating engines and quoting systems.
  • Identified opportunities for cross-selling additional products or services.
  • Managed multiple accounts simultaneously while meeting deadlines efficiently.
  • Assessed client risk profiles and recommended appropriate coverage plans.
  • Collaborated with other departments within the organization on projects.
  • Provided advice to customers on insurance-related matters.
  • Processed claims in a timely manner according to company procedures.
  • Performed administrative tasks such as preparing invoices, updating records.
  • Negotiated with underwriters to secure favorable terms on behalf of clients.
  • Collaborated closely with other departments within the organization to ensure smooth operations.
  • Monitored the performance of existing accounts, including renewals and cancellations.
  • Served as a point of contact for customers throughout the life cycle of their policies.
  • Made appointments with potential clients to discuss products.
  • Promoted client retention through high-quality service and follow through.
  • Provided information and answered questions via personal meetings, telephone calls, and email.
  • Researched coverage and premium options and supplied clients with best coverage available for individual needs.
  • Presented and clearly explained insurance policy options based on clients' needs and goals.
  • Managed many policy renewals each year.

Commercial Account Manager - Public Entity

Lloyd Sadd Insurance Brokers
Edmonton, Alberta
07.2006 - 07.2014
  • Managed a large reciprocal program book of business.
  • Managed the day to day client accounts, including providing guidance on insurance products and risk management.
  • Assessed client needs, provided quotations, and made recommendations to mitigate risk.
  • Communicated regularly with clients around risk management and provided tools and advise
  • Researched competitive market conditions to determine pricing strategies.
  • Prepared renewal documents including financial agreements and invoices for client accounts.
  • Assisted clients with completing claim requests, facilitated prompt response from carriers and followed up with claim status.
  • Attended Industry functions to further develop client relationships and echance networking opportunities

Education

CIP - Chartered Insurance Professional - Insurance And Risk Management

Grant MacEwan University
Edmonton, AB
09-2010

CAIB - Canadian Accredited Insurance Broker - Insurance And Risk Management

Insurance Brokers Association of Alberta
Edmonton, AB
07-2006

Skills

  • Client relationship management
  • Account management
  • Risk management strategies
  • Problem solving
  • Effective communication
  • Attention to detail
  • Mentorship abilities
  • Time management
  • Coaching personnel
  • Client retention
  • Team collaboration
  • Organizational skills

Affiliations

  • Enjoy being active, working out, playing pickball, golf and walking my dog.

References

References available upon request.

Timeline

Client Manager

Lloyd Sadd Insurance Brokers
11.2016 - Current

Commercial Insurance Account Manager

Drayden Insurance
07.2014 - 11.2016

Commercial Account Manager - Public Entity

Lloyd Sadd Insurance Brokers
07.2006 - 07.2014

CIP - Chartered Insurance Professional - Insurance And Risk Management

Grant MacEwan University

CAIB - Canadian Accredited Insurance Broker - Insurance And Risk Management

Insurance Brokers Association of Alberta

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Cheryl Rannie