Dahilia Galanis
Los Angeles
Summary
Strategic Account Executive with proven success increasing sales and revenue through developing loyal account relationships. Articulate communicator with exceptional negotiation skills. Known for understanding customer needs and delivering effective solutions. Courteous and cordial with history increasing business opportunities through outstanding marketing initiatives, communication and dedication to customer service.
Overview
24
24
years of professional experience
Work History
Account Executive
Alliant Insurance Services Inc.
New York
09.2022 - Current
- Cultivated strong professional relationships with suppliers and key clients to drive long-term business development.
- Maintained comprehensive records of account activities and correspondence.
- Met with potential customers to discuss services and establish new relationships.
- Improved customer service ratings by developing strong knowledge of company's products and services.
- Built and maintained productive relationships with customers and internal partners.
- Acted as main point of contact in matters relating to client concerns and needs.
- Developed successful customer relationships and quickly resolved service requests to increase sales.
- Renewed existing accounts by cementing trusting relationships with customers.
- Listened to customer needs to identify and recommend best products and services.
- Recognized security risks to properly handle situations.
- Managed client accounts and ensured timely communication with stakeholders.
- Developed insurance proposals tailored to client needs and preferences.
- Analyzed market trends to identify opportunities for account growth.
- Collaborated with underwriting teams to facilitate policy issuance and modifications.
- Conducted regular client meetings to review coverage options and renewals.
Commercial Lines Account Manager
Lloyd S. Berkett Insurance Agency
Los Angeles
09.2012 - 09.2021
- Provide professional, courteous account management and brokerage services to assigned clients, with the primary responsibility for account retention
- Maintain, process and manage client files on agency management system in accordance with agency standards and workflow
- Develop and maintain professional relationships with assigned clients through policy term
- Prepare submissions, analyze risks, conduct coverage analysis, identity exposures, create and propose coverage recommendations for new and renewal accounts
- Work on new business submission with admitted markets and surplus lines brokerages to expedite new insurance terms
- Negotiate coverage and pricing terms with markets
- Establish and maintain good relationships with carriers, underwriters, sales representatives and claim representatives
- Review and process endorsements, broker of records, evidences, certificates, cancellations, audits, loss controls recommendations and proactively order necessary corrections from carriers, ensure documents are sent to clients on a timely basis, log activities to document client conversations and meetings
- Attend and coordinate meetings with client and/or producer to present renewal and gain acceptance of renewal
- Work alongside producer to identify new business opportunities or add ancillary products to client’s accounts
- Coordinate with producers placement of new business and potential alternative markets for renewal accounts
- Knowledge of coverages, insurance markets and industry operations to service clients
- Maintained 98% portfolio retention over 5year period.
Commercial Account Manager
Tegner-Miller Insurance Broker
Santa Monica
09.2002 - 09.2012
- Small Accounts & Service Center, Assist assigned clients with coverage and service questions, billing and problem solving
- Service small and service center accounts with evidences, certificates, audits and endorsements
- Handle new business and marketing efforts
- Provide renewal review of accounts
- Create renewal proposals and present to clients
- Provide marketing support to large accounts
- Handle variety of client related servicing issues with carriers
- Online rating with various carriers
Registration Specialist
Automobile, California, Vehicles
Montebello
03.2002 - 09.2002
- Handle automobile registration and vehicle permits for California drivers
- Receive payments for renewal registrations
- Schedule appointment for clients
- Facilitate paperwork needed to complete out of state automobile registration
Education
Psychology
California State University
Dominguez Hills, Carson, CAHigh School Diploma -
Los Angeles Hight School
Los Angeles, CASkills
- Account assessment, management and servicing
- Operating Procedures and Policies
- Cuatomer relationship management and retention
- Coverage analysis and market negotiation
- Decision Making
- Detail-Oriented and time management
- Problem Solving
- Effective communication
References
References
Available upon request
Timeline
Account Executive
Alliant Insurance Services Inc.
09.2022 - Current
Commercial Lines Account Manager
Lloyd S. Berkett Insurance Agency
09.2012 - 09.2021
Commercial Account Manager
Tegner-Miller Insurance Broker
09.2002 - 09.2012
Registration Specialist
Automobile, California, Vehicles
03.2002 - 09.2002
Psychology
California State University
High School Diploma -
Los Angeles Hight School