Seattle, Washington, United States
• Provide technical expertise to partners/producers/account management team on risk exposures and market appetite. • Market and place Commercial Accounts to markets, negotiating coverage and pricing with carriers. • Build relationships with carriers, partners, and account management team through professional presentations and timely responses.
Commercial Placement Specialist • Managed all New/New Business incoming into the agency, independently handling new Tech business $10k and under in revenue by placing via online rating tools and carrier partners. • Mentored new Producers by providing insurance and market knowledge, leading to their professional growth and success. • Appointed as the lead in transferring the Emerging Growth Book of Business from outsourced partners to a corporate partner, streamlining operations and enhancing client relationships. Unit Leader – Emerging Growth • Managed the Emerging Growth Unit, placing new business by identifying client needs and implementing effective insurance solutions. • Utilized online rating tools, market relationships, and account management tools to ensure successful placements. • Collaborated with an Account Manager and offshore team to manage the current client base. Commercial Account Manager –Tech House Accounts -Middle Market • Managed Mid-Size Tech House accounts under $100k in revenue, providing day-to-day service and managing Account Renewals. • Efficient in Account Management including Endorsements, Audits, Certificates, and Renewals. • Acted as the insured's first point of contact for all service-related inquiries.
• Managed agency's largest accounts, emphasizing communication and client retention. • Mentored new producers, providing insurance and market knowledge. • Efficient in Account Management, handling endorsements, audits, and renewals.
• Managed middle market and large accounts, renewing and up-selling coverage as needed. • Provided professional advice to grow accounts with additional product lines and increased limits. • Conducted pre-renewal and renewal meetings with insured for marketing renewals.