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Summary

Dedicated account manager motivated to promote business growth, convert sales opportunities and contribute to the success of the Commercial Lines Department. Personable and perceptive with a proven ability to establish rapport and satisfy clients needs.  Reliable and driven, with excellent time management and organization skills.

Work History

2014Present

Commercial Insurance Account Manager

Atchley & Associates Insurance Services 
  • Prepare Accord Applications to Submit to Carrier
  • Process Endorsements and Certificates Upon Request 
  • Prepare Proposals to Present to Clients
  • Maintain Data in Client Management System 
  • Assist the Commercial Producers 
20072014

Cashier

Ralph's Grocery Company 
  • Served customers by providing excellent service through greeting and transacting their bill. 

Education

20092014

Bachelors in Business Administration

California Baptist University 

Covered scope of business education in such subjects as marketing, business communication, and management. 

Certifications

20162018

Property & Casualty License

Certified by the California Department of Insurance

License# - 0K77472

Skills

Client Management System - Hawksoft 

Microsoft Office Proficiency

Knowledge of Commercial Risks  

Serviced A Book of About 400 Clients