Summary
Overview
Work History
Education
Skills
Timeline
Generic

Erleena Singh

Toronto,ON

Summary

Commercial account management professional prepared to drive impactful results. Possesses strong skills in client relationship management, strategic planning, and risk assessment. Adept at fostering team collaboration and adapting to changing needs. Known for reliability, problem-solving abilities, and delivering on objectives.

Overview

13
13
years of professional experience

Work History

Senior Commercial Account Manager

Able Insurance
12.2024 - Current
  • Evaluated competitor strategies to ensure our offerings remained relevant and competitive in the marketplace.
  • Managed VIP books comprised of new business and existing accounts
  • Cultivated strong relationships with key industry influencers, leveraging network connections for business development opportunities.
  • Streamlined internal processes for improved efficiency, enhancing team productivity and customer satisfaction.
  • Mentored junior staff members, fostering their professional development and contributing to a high-performing team culture.

Senior Commercial Account Manager

Oracle Insurance
12.2022 - 08.2024
  • Managed a diverse portfolio of clients, maintaining high levels of satisfaction through personalized service delivery.
  • Part of the learning and development team
  • Conducted regular account reviews to proactively identify areas for improvement or additional support.
  • Mentored junior team members on best practices in relationship building, negotiation techniques, and product knowledge.
  • Implemented strategic marketing initiatives to attract new clients and expand the company''s presence in target industries.
  • Boosted customer retention by providing exceptional account management and addressing client concerns promptly.
  • Managed client risk exposure and coordinated services for development, retention and rounding of accounts.
  • Processed daily mail, email and phone calls from customers and producers to generate new business.
  • Prepared orders and issued binders, proofs of insurance and endorsements for delivery to clients.

Senior Commercial Account Executive

Northbrook Insurance
07.2022 - 12.2022
  • Analyzed market trends and competitor offerings to maintain a competitive edge in pricing and product features.
  • Collaborated with underwriters to accurately assess risks and provide appropriate coverage solutions.
  • Attended industry conferences and events as a representative of the company, expanding brand visibility within the marketplace.
  • Maintained thorough knowledge of industry regulations, ensuring compliance in all transactions and dealings.

Commercial Lines Account Manager

Ferrari and Associates
08.2019 - 12.2022
  • Collaborated with underwriters to ensure accurate policy issuance and appropriate coverage levels.
  • Maintained up-to-date knowledge of industry regulations, staying ahead of potential impacts on client policies.
  • Provided training and mentorship to junior account managers, enhancing overall team performance and service quality levels.
  • Implemented effective workflow processes within the team, resulting in improved productivity levels while maintaining high-quality standards in servicing clients'' needs.
  • Enhanced customer satisfaction by efficiently managing commercial lines accounts and promptly addressing client inquiries.
  • Streamlined policy renewals for timely processing, ensuring continuous coverage for clients.
  • Improved account retention rates with exceptional customer service skills and prompt issue resolution.
  • Provided informed guidance to assist clients in choosing commercial insurance products to suit business needs.

Commercial Account Manager

Arthur J. Gallagher
06.2016 - 08.2019
  • Prepared customer presentations and demonstrations of products to solicit new business.
  • Managed client risk exposure and coordinated services for development, retention and rounding of accounts.
  • Processed daily mail, email and phone calls from customers and producers to generate new business.
  • Maintained detailed records of each account, documenting interactions, transactions, correspondence, agreements, and related information for easy access by team members as needed.
  • Developed comprehensive reports to keep senior management informed on account status and progress towards goals.
  • Participated in industry events to network with potential clients, gaining valuable insights into market trends and competitor activities.
  • Conducted regular account reviews with clients to assess their current needs, discuss potential concerns, and identify opportunities for additional business.
  • Built relationships with customers and community to promote long term business growth.

Personal Lines Advisor

TD Meloche Monnex
12.2011 - 06.2016
  • Enhanced customer satisfaction by addressing and resolving complex policy issues in a timely manner.
  • Analyzed customer needs to provide customized insurance solutions.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.

Education

Associate of Arts - Marketing

Humber College
Toronto, ON
05-2004

Skills

  • Teamwork and collaboration
  • Time management
  • Attention to detail
  • Problem-solving
  • Multitasking
  • Excellent communication
  • Organizational skills
  • Team leadership
  • Active listening
  • Adaptability and flexibility
  • Decision-making
  • Staff training and development
  • Product knowledge

Timeline

Senior Commercial Account Manager

Able Insurance
12.2024 - Current

Senior Commercial Account Manager

Oracle Insurance
12.2022 - 08.2024

Senior Commercial Account Executive

Northbrook Insurance
07.2022 - 12.2022

Commercial Lines Account Manager

Ferrari and Associates
08.2019 - 12.2022

Commercial Account Manager

Arthur J. Gallagher
06.2016 - 08.2019

Personal Lines Advisor

TD Meloche Monnex
12.2011 - 06.2016

Associate of Arts - Marketing

Humber College
Erleena Singh