Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Ken Floom

San Clemente

Summary

Experienced with managing commercial insurance accounts, providing comprehensive support to clients. Utilizes risk assessment and policy analysis to ensure optimal coverage and client satisfaction. Track record of fostering strong client relationships and delivering consistent results in policy management and renewals.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Commercial Lines Account Manager

HUB International Insurance Services
02.2022 - 03.2025
  • Provided training and mentorship to junior account managers, enhancing overall team performance and service quality levels.
  • Provided informed guidance to assist clients in choosing commercial insurance products to suit business needs.
  • Improved account retention rates with exceptional customer service skills and prompt issue resolution.
  • Implemented effective workflow processes within the team, resulting in improved productivity levels while maintaining high-quality standards in servicing clients needs.

Commercial Lines Account Manager

AVI Commercial Insurance Marketing, Inc
07.2013 - 02.2022
  • 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.
  • Coordinated cross-departmental efforts to resolve complex issues, ensuring a seamless experience for clients.
  • Negotiated competitive insurance rates with carriers, maximizing value for clients.

Education

No Degree - Business Administration

University of Nevada, Reno
Reynard, NV

High School Diploma -

San Clemente High School
San Clemente, CA
06-2010

Skills

  • Customer service management
  • Accurate record keeping
  • Client account retention
  • Proficient in CRM software (Applied EPIC)

  • Proposal writing
  • Policy renewal management
  • Proficient in Microsoft Word & Excel

Certification

Active Property & Casualty License # 0I76886

Timeline

Commercial Lines Account Manager

HUB International Insurance Services
02.2022 - 03.2025

Commercial Lines Account Manager

AVI Commercial Insurance Marketing, Inc
07.2013 - 02.2022

No Degree - Business Administration

University of Nevada, Reno

High School Diploma -

San Clemente High School
Ken Floom