Summary
Overview
Work History
Skills
Timeline
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James Clark

Calgary,Canada

Summary

Resilient Commercial Account Manager offering 8 years providing superior customer service to commercial clients, carriers and sales executive. Managed workflow to provide efficient, timely and accurate processing of transactions. Interacted effectively, utilizing good communication skills, cooperating purposefully and providing guidance to achieve business goals of agency.

Overview

8
8
years of professional experience

Work History

Commercial Account Executive

Mammoth Insurance
09.2021 - Current
  • Responsible for management of all commercial accounts in office as well as providing new business and service support to personal lines team
  • Responsible for management of multiple mid-market commercial clients with individual account premiums of more than $500,000 in the Hospitality and Industrial segments
  • Experienced with managing subscription policies with up to 5 subscribers following lead terms on premiums in excess of $150,000.
  • Over the last 3 years, have been responsible for growing commercial account premiums by $800,000 while maintaining retention at or above 90%, and supporting management and training of new employees
  • Meeting with mid-market clients to review renewals
  • This includes thorough review of operational updates, gathering renewal information, and discussing potential gaps in coverage
  • Provide training support for new and inexperienced brokers
  • This includes training in Applied Epic, Applied Rating Services, various broker portals, supporting best practices for gathering of underwriting information, marketing policies, reviewing documents for coverage and identifying any potential coverage missing
  • Reviewing all documents for sufficient coverage and accuracy
  • Reviewing all renewals for accuracy and identifying opportunities for growth
  • This includes but is not limited to- identifying cross-sell opportunities, missing coverage, cyber exposures, business interruption
  • Respond to all inquiries from clients and underwriters
  • Responsible for all data entry, updating files and screens
  • Processing endorsements, renewals, issuing binders, pink cards, and certificates
  • Follow up on all billing issues received, NSF and outstanding payment notices
  • Identify policies in danger of cancellation by registered letter

Commercial Account Executive

Bow Valley Insurance
09.2018 - 06.2021
  • Began as Commercial Account Manager, servicing existing clients for multiple brokers and led the team of broker assistants to prioritize and coordinate commercial workload to ensure timely completion of tasks
  • Took over existing book of business of retiring Account Executive in 2019
  • Added existing business from 2nd retired broker in 2020
  • Provide training support for inexperienced Broker Assistants
  • This includes supporting best practices for data gathering, marketing policies, reviewing documents for coverage and identifying missing any potential coverage missing
  • Review all documents for sufficient coverage and accuracy
  • Review all renewals for accuracy and identify opportunities for Brokers to act upon
  • This includes but is not limited to- identifying cross-sell opportunities, missing coverage, cyber exposures, business interruption
  • Respond to all inquiries from clients and underwriters
  • Responsible for all data entry, updating files and screens
  • Processing endorsements, renewals, issuing binders, pink cards, and certificates
  • Follow up on all received NSF and outstanding payment notices
  • Identify policies in danger of cancellation by registered letter and inform the managing Broker
  • Manage and quote incoming leads from Intact quote line
  • Solely track and manage the servicing of the Bow Valley Insurance COC program, auditing regularly to ensure all COC's are up to date, renewed, and paid
  • Provided training support for the transition from TAM to EPIC
  • Active member of the social club

Commercial Account Executive

Bluecirle Insurance Brokers
05.2018 - 09.2018
  • Service existing and new business commercial accounts
  • Review all documents for sufficient coverage and accuracy
  • Service all existing and new business, personal lines accounts associated with commercial clients
  • Respond to inquiries from clients and underwriters
  • Responsible for all new business quoting, marketing, accounts receivable
  • Responsible for all aspects of servicing including issuing binders, certificates, pink cards, processing endorsements
  • Completed all data entry and processing of documentation associated with commercial and personal lines accounts
  • Grow existing book of business by seeking new lines of coverage from existing clients

Account Manager - IBU

Gallagher Insurance
09.2016 - 05.2018
  • Service existing and new business commercial accounts
  • Review all documents for sufficient coverage and accuracy
  • Respond to inquiries from clients and underwriters
  • Responsible for all data entry, updating files and screens
  • Processing endorsements, renewals, and accounts receivable
  • Issuing binders, pink cards, and certificates
  • Market accounts and get quotes
  • Current markets include Economical, Wynward, Aviva Canada, Travelers, Intact, RSA, Northbridge, Can-Sure Underwriting, Encon Group, Wawanesa
  • Grow existing book of business by seeking new lines of coverage from existing clients
  • Active volunteer team member with The Drop-In Center

Skills

  • Level 2 General Insurance License
  • Applied Epic
  • TAM
  • Microsoft Office applications
  • Broker portals
  • Verbal skills
  • Written skills
  • Client service
  • Relationship building
  • Organization
  • Time Management
  • Client relationship building
  • Relationship management
  • Competitive analysis

Timeline

Commercial Account Executive

Mammoth Insurance
09.2021 - Current

Commercial Account Executive

Bow Valley Insurance
09.2018 - 06.2021

Commercial Account Executive

Bluecirle Insurance Brokers
05.2018 - 09.2018

Account Manager - IBU

Gallagher Insurance
09.2016 - 05.2018

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James Clark