Customer Service Account Manager

KAREN S. POWELL

***** ****** **, ******, **. ****6

PHONE # 559-***-****

EMAIL: adve9j@r.postjobfree.com

COMMERCIAL LINES INSURANCE ACCOUNT MANAGER

Successful history in servicing small to very large commercial accounts. Ability to grow business, excellent background in customer service, proven ability to identify client needs, making recommendations and implementing effective solutions. Have strong problem solving skills along with excellent written, verbal and listening skills. Proficient in Contract Review, have good understanding of general insurance accounting, following established standards and work flows, inputting client & policy detail, certificates, binders, change requests, letters & memos to clients and markets. I am a strong team player which is imperative in today’s specialized insurance market.

CORE COMPETENCIES

Account retention, Client relations, Professional Presentation, MS, Word, Excel, AMS, Applied,

Epic, Appulate, Paperport & Fax Advantage.

Commercial Lines Account Manager Experience

MD Manouel Insurance 2016-2019

Marketing & servicing farm and various mercantile accounts. Essential functions included responding to clients questions, resolving problems as they occur, invoicing new & renewal business, endorsements, audits and cancellations utilizing Applied System. Cal-Valley Insurance Services, Inc. – 2014 -2016

Marketing & servicing various small to medium sized accounts. All Business transactions done in a “Paperless” environment. Most marketing of accounts at renewal includes Online entry and rating with various carriers. System utilized was AMS. MVP Premier Insurance Agency- Clovis- 2012 to 2014 Marketing & servicing farm and various mercantile accounts. Essential functions included responding to clients questions, resolving problems as they occur, invoicing new & renewal business, endorsements, audits and cancellations. Utilizing Applied System, Word, Appulate, etc.

Everything done in a “Paperless” Environment.

Aon Risk Insurance Services West, Inc.- Fresno- 2003 to 2012 Marketing & servicing farm, sand & gravel trucking & construction accounts. Large Trucking Accounts were composite rated and handled some smaller Long Haul Trucking firms. Essential functions included responding to clients questions, resolving problems as they occur, invoicing new & renewal business, endorsements, audits and cancellations. Updating computer system on all accounts, maintaining proper documentation, reviewing accounts for changes, possible needs

& missing necessary coverages are mandatory requirements done daily. Review all accounts at renewal, request updates, monitor loss history for changes that may need to be considered necessary for the renewals. Staying current on any new carriers and products so that my agent's clients may benefit from them for better pricing or better coverages. I always maintain excellent relationships with my Agent's clients not only to retain and grow their business but to be sure the clients are completely and properly insured.

San Joaquin Insurance - Fresno- 2002 to 2003

Marketing & servicing variety of surplus lines accounts, non- profits, construction & auto dealers.

Dibuduo & Defendis Insurance - Fresno- 1997- 2002

Marketing and servicing variety of commercial businesses of all types, mercantile, construction, manufacturing, farms, local trucking, etc.

Sharp Insurance and Bonding - Fresno- 1996 to 1997 Marketing & servicing construction, various mercantile businesses Johnsey Insurance Agency - Lemoore- 1995 to 1996

Marketing & servicing mercantile, farms & construction businesses Lundberg Insurance Agency - Fresno - 1991 to 1995

Rating & marketing all lines of business

Prior Work History- Prior to 1991

Twelve years of Commercial Rating at various companies.

(Industrial Indemnity, Hartford, & Royal Insurance) EDUCATION & LICENSES

P & C License since 1991

CISR Designation since 2007

Ins 21, 22 & 23

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