Detail-oriented Executive Account Manager with expertise in client management and insurance. Proven ability to develop competitive quotes and maintain strong client relationships, ensuring satisfaction and retention.
Overview
13
13
years of professional experience
2
2
Certifications
Work History
Executive Account Manager
JVRC Insurance Services, Inc
Westlake
01.2024 - Current
Managed client accounts, including billing, endorsements, and certificates of insurance.
Collaborated with Sales to identify clients' insurance needs and requirements.
Established relationships with MGAs to obtain competitive quotes for clients.
Reviewed quotes to assess options and determine best recommendations for clients.
Developed quote overviews highlighting key coverages for Sales team review with clients.
Account Manager
GBIS, Inc
Thousand Oaks
02.2023 - 01.2024
Managed commercial lines accounts for property and casualty (P&C) and group health insurance.
Coordinated with sales team to obtain quotes from managing general agents (MGAs) and direct insurers.
Assisted in preparing group health quotes, evaluating needs and ancillary options for groups.
Established new health groups, ensuring ongoing follow-up for employee opt-in/out of coverage.
Reviewed group health renewals with clients to discuss necessary changes.
Addressed inquiries related to certificates of insurance, billing, and coverage details.
assist with Medicare open enrollment
Customer Service Representative
Ari Berman Insurance Agency, Inc
Camarillo
03.2013 - 01.2023
Processed sales for personal and commercial lines of insurance.
Responded to billing inquiries, coverage questions, and endorsements.
Provided assistance for group health insurance inquiries.
Created comprehensive quote overviews for clients.
Collaborated with direct insurance companies and MGAs to secure competitive quotes.
Collected payments through phone transactions and in-person visits.