Amanda Dagg
Summary
Professional Commercial Account Executive with strong focus on achieving results. Adept at developing client relationships, and driving revenue growth with New and Existing Clients. Known for adapting to changing needs and consistently delivering reliable outcomes. Expertise includes Relationship Management, sales, and tailoring solutions to clients needs.
Overview
16
16
years of professional experience
Work History
Commercial Account Executive
Westland Insurance Group
01.2022 - 05.2024
- Maintained a book of mid-large market business while prospecting New Business Accounts.
- Conducted comprehensive renewal reviews with clients to gauge satisfaction levels, and ensure positive long-term relationships built on trust and reliability.
- Actively communicated with clients to identify upsell opportunities that contributed to revenue growth goals consistently met or surpassed each quarter.
- Managed a diverse portfolio of commercial accounts, ensuring exceptional customer service and retention rates.
- Negotiated contracts skillfully, securing favorable terms for both the company and clients.
- Mentored junior team members in best practices for successful account management, contributing to overall team performance improvements.
- Increased client satisfaction by providing tailored solutions to meet their commercial needs.
- Regularly exceeded sales targets through diligent prospecting efforts combined with excellent negotiation skills.
Commercial Marketing Manager
Reider / Westland Insurance
03.2017 - 01.2022
- Maintained a book of business, while marketing for the Producers in the office.
- Responsible for all Walk in, Internet and phone leads to allocate to other staff or take on more complex risks.
- Assisted Junior brokers on coverages and best practices.
- Conducted market assessments to stay abreast of industry trends and adapt strategies accordingly for sustained competitive advantage.
- Reviewed producer submissions and information prior to going out to markets in order to ensure all required information was there, which built better relationships with the insurance companies and lessened turn-around time for quotes.
Commercial Lines Account Manager
La Salle Insurance
03.2016 - 03.2017
- Collaborated with underwriters to ensure accurate policy issuance and appropriate coverage levels.
- Responsible for all New Business Leads and Marketing.
- Developed and Managed Client relationships to increase sales and cultivate new business opportunities.
- Provided informed guidance to assist clients in choosing commercial insurance products to suit business needs.
Commercial Lines Account Manager
Marsh
01.2014 - 03.2016
- Collaborated with the placement department to develop renewal strategies and deliver appropriate coverage while negotiating rates and terms.
- Managed all routine inquiries and transactions, along with development of underwriting specifications, insurance proposals, summaries, reports and correspondence.
- Responsible for review and accuracy of policy documents prior to delivery to the client.
- Accountable for managing an existing book of business, and prospecting clientele for a specialized insurance program.
Branch Administrator /Commercial Lines Account Manager
One Insurance Group
04.2008 - 01.2014
- Collaborated with senior management to develop strategic plans for branch expansion and improvement initiatives.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Complied with regulatory guidelines and requirements.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Strengthened customer relationships by delivering top-notch service, understanding client needs, and offering customized solutions.
- Fostered a positive work environment by promoting open communication channels between team members.
- Maintained friendly and professional customer interactions.
- Negotiated competitive insurance rates with carriers, maximizing value for clients.
- Executed cold calls, marketing initiatives and networking to drive sales.
Education
High School Diploma -
Murdoch Mackay Collegiate
Winnipeg, MB06.2005
Skills
- Sales Presentations
- Marketing
- Sales Training
- Client acquisition
- Client Relationship Building
- Relationship Management
- Teamwork and Collaboration
- Customer Service
- Product Knowledge
Timeline
Commercial Account Executive
Westland Insurance Group
01.2022 - 05.2024
Commercial Marketing Manager
Reider / Westland Insurance
03.2017 - 01.2022
Commercial Lines Account Manager
La Salle Insurance
03.2016 - 03.2017
Commercial Lines Account Manager
Marsh
01.2014 - 03.2016
Branch Administrator /Commercial Lines Account Manager
One Insurance Group
04.2008 - 01.2014
High School Diploma -
Murdoch Mackay Collegiate
Similar Profiles
Jason WatsonJason Watson
Digital Sales Advisor at Westland Insurance Group (Sears Insurance)Digital Sales Advisor at Westland Insurance Group (Sears Insurance)
Kelly CraigKelly Craig
Branch Manager at Westland Insurance Group INCBranch Manager at Westland Insurance Group INC
ANGEL HARVEYANGEL HARVEY
Senior Insurance Advisor at Westland Insurance GroupSenior Insurance Advisor at Westland Insurance Group
Jiya KathuriaJiya Kathuria
Insurance Administrator at Westland Insurance GroupInsurance Administrator at Westland Insurance Group
Brett SteinkeBrett Steinke
Commercial Account Executive at ProcoreCommercial Account Executive at Procore