Commercial Account Manager

Posted on: 2008-12-08

Janell Eckhardt 8401 NE Lightmoor Court, Bainbridge Island, WA 98110 (206) 855-7818 [email protected] Objective: Commercial Account Manager or Life Insurance Agent Summary of Qualifications 5 years of experience in Commercial Insurance Property and Casualty and Life and Health Licensed CISR Designation and Have Begun my CIC designation Proactive thinker, team player with a focus on results Employment History October 2003 - December 2008 EHL Insurance, Inc. Poulsbo, WA Commercial Account Manager Ability to market and service the insurance needs of commercial accounts. Understanding of commercial rating concepts. Proven ability to organize and manage time in order to meet deadlines. Ability to communicate professionally with clients and develop strong client relationships. Understanding of general insurance accounting, including client invoicing. Mastery of agency management system for all tasks concerning client placement, documentation, and service, following established standards and workflows for (but not limited to): inputting client and policy detail, marketing tracking, specifications, proposal, and insurance summary preparation, binder issuance, certificates of insurance, invoices, change requests, and letters and memos to clients and markets. Proficient in Contract Review (i.e. Lease, Subcontracts) for insurance requirements. Performed proactive periodic Premium Audit reviews for clients. Expert in Construction related accounts and Wrap/OCIP policies. Independently retain and continue mid-level accounts. Motivated team and generate internal sales referrals with proven results. Performed outside client service calls with producer and independently. March 1999 - April 2003 Bank of America Austin, TX and Seattle, WA Administrative Assistant to Northwest Regional and Western Regional Executives for Bank of America Investment Services, Inc. Maintained files for over 150 Investment Sales Representatives at an audit level standard of accuracy. Oversaw the same Sales Representatives to ensure timely completion of their continuing education and new licenses. Improved process on how BAISI reconciled continuing education for their Insurance License renewals. (Transformed the completion rate to 95 %.) Conducted Sales and Compliance Training. Mediated any issues between Investment Sales Representatives and their managers. Proficient with all Microsoft office applications. Responsible for distributing monthly sales reports to entire regional team and our business partners. Arranged travel and meetings for the department. Managed expenses for both executives. Recruiting Coordinator-Seattle Recruited, screened and interviewed applicants for non-exempt positions. Participated with my fellow recruiter to correct a pre-existing poor business relationship with our hiring managers. This resulted in an efficient process, a more qualified candidate, and better communication with our hiring managers. Recruiting Coordinator-Austin Recruited, screened and interviewed applicants for non-exempt and exempt positions. Consistent communication with candidates throughout the hiring process, and followed the newly hired associates for 90 days. Conducted a multi-purpose orientation for newly hired associates. Interpreted Human Resources policies and procedures to management. Coordinated special events with community partners to ensure a diverse candidate pool. (i.e. job fairs, campus recruiting) Consistently volunteered to assist other recruiters on our team all over the state of Texas. Proficient on Restrac and Peoplesoft databases. Administrative Assistant to Market Manager-Austin Coordinated all new associate training within the department. Arranged all travel and meetings for the department. Compiled reports on Excel and on all Microsoft word applications. Responsible for distributing monthly sales reports to entire regional team and our business partners. Assisted with community service projects. Conducted customer service and bank transactions for our clients. Responsible for purchasing for the entire department; maintained stock of all necessary supplies. Managed expenses. December 1997 - January 1999 Blade Technologies, Inc. Austin, TX Executive Assistant/Office Manager to President and Vice President Arranged Travel and meetings. Responsible for reception. Screened applicants; coordinated benefits and payroll set up for new candidates. Participated whenever necessary on special projects (i.e. entering and editing text on the Texas State. Cemetery website.) Learned Auto CAD Release 14; compiled spec books for companies to map their facilities. . (i.e. Dell Computer) Education and Training 90 credits toward a Bachelor’s degree in Business Management Austin Community College, Austin, TX Courses included: Introduction to Business; Introduction to Sales; Introduction to Marketing; Human Resource Management; Special Topics for Human Resource Management; Business Law Total Quality Management; Microeconomics Bank of America’s Interview Training for management positions. CISR Designation Certified Insurance Designation -1 Credit-Personal Lines Property and Casualty License Life & Health License