James Shamoun
San Juan Capistrano
Summary
I began my career as an Underwriter, where I honed my skills in risk analysis and built strong relationships with brokers. Seeking to expand my expertise and increase my earning potential, I transitioned into Account Management. Currently, I work in the Insurtech industry where I've gained valuable experience in managing employer-client relationships and driving new business growth. I am committed to strategic account management to maximize sales and am motivated by revenue growth, delivering exceptional service to my clients, and continually expanding my industry knowledge.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Account Manager
Smart Financial
03.2024 - Current
- Delivered product demonstrations to clients, highlighting the value and functionality of our solutions.
- Consistently exceeded revenue targets by prioritizing client retention and satisfaction.
- Maximized revenue from existing accounts through strategic discovery, effective communication, and strong relationship-building.
- Maintained regular follow-ups with clients to ensure satisfaction, provide consultations on new features, and deliver an exceptional customer experience.
- Built and managed a portfolio of 50 clients from scratch, generating $50K in recurring monthly revenue.
Underwriter
USLI
06.2022 - 03.2024
- Advised customers on tailored insurance solutions to address their unique risk profiles.
- Analyzed legal documents, including contracts, leases, and deeds, to accurately assess liability exposure.
- Collaborated with brokers and agents in meetings to explore and secure new business opportunities.
- Investigated discrepancies between application details and actual risk profiles to ensure accurate underwriting.
- Managed the renewal process by reviewing policies, evaluating changes in exposure, and recommending appropriate pricing strategies.
Education
Bachelors of Arts in Finance -
California State University of Fullerton
05.2022
Skills
- Date Tracking an Trend Analysis
- Strong organizational Skills & Time Management
- Research and Data Analysis
- Interpersonal Communication
- Problem Solving and Decision Making
- Risk Management
- Building Client Rapport
- Strong Negotiation
Certification
AINS
Timeline
Account Manager
Smart Financial
03.2024 - Current
Underwriter
USLI
06.2022 - 03.2024
Bachelors of Arts in Finance -
California State University of Fullerton
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