Kellie Shano
Simi Valley
Summary
Setting and meeting deadlines - I am a self starter and set deadlines on my current and monthly renewals
I take responsibility for my job duties and special projects/tasks
I often take the initiative to learn processes and make myself available to train coworkers within my department
Overview
10
10
years of professional experience
1
1
Certification
Work History
Commercial Lines Account Manager
Farmers Insurance Agency
09.2024 - Current
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Streamlined internal processes for better efficiency in account management tasks.
Commercial Account Manager
Brown & Brown
02.2023 - 05.2023
- Analyzed client needs to identify coverage solutions and produced policy and quotes.
- Negotiated rates to set up finance contracts.
- Processed daily mail, email and phone calls from customers and producers to generate new business.
- Prepared customer presentations and demonstrations of products to solicit new business.
- Prepared orders and issued binders, proofs of insurance and endorsements for delivery to clients.
Account Executive
Liberty Insurance Brokers
06.2022 - 02.2023
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Qualified leads, built relationships and executed sales strategies to drive new business.
- Executed successful sales strategies to convert leads into customers.
- Resolved issues promptly to drive satisfaction and enhance customer service.
- Stayed up-to-date on emerging industry and product standards and trends to revitalize accounts.
- Gathered information from clients to secure accounts, verify payment and identify special requirements.
Account Executive
Patriot Growth Insurance Services
06.2015 - 05.2022
- Primarily handled large risks (construction and fuel haulers). Roughly $10-15M in premium
- Market renewal and new business accounts which includes Commercial Lines and assist with Personal Lines if needed
- Executed successful sales strategies to convert leads into customers.
- Manage existing accounts, including policy changes, invoicing, policy review with clients and any other necessary changes.
- Create proposals for Prospects and Renewal Business.
- Assist in completing Carrier contracts and appointments.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
Education
Bachelor of Arts - Child & Adolescent Development
California State University - Northridge
05.2006
Skills
- Excellent written & oral communication skills
- Microsoft Office
- Familiar with TAM & EPIC
- Marketing expertise
- Client relationship building
Certification
Fire & Casualty License, #0L26483
Languages
English
Timeline
Commercial Lines Account Manager
Farmers Insurance Agency
09.2024 - Current
Commercial Account Manager
Brown & Brown
02.2023 - 05.2023
Account Executive
Liberty Insurance Brokers
06.2022 - 02.2023
Account Executive
Patriot Growth Insurance Services
06.2015 - 05.2022
Fire & Casualty License, #0L26483
Bachelor of Arts - Child & Adolescent Development
California State University - Northridge
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