Insurance Account Manager Resume Samples

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Insurance Account Managers work in the sales departments of insurance companies and are responsible for selling products to brokers and financial advisers. Activities such as developing sales strategies, liaising with potential customers, nurturing client relationships, promoting products, monitoring sales staff performance, and making sure sales targets are attained are often seen on Insurance Account Managers resumes. Based on our collection of resume samples, these professionals should demonstrate sales orientation, insurance products knowledge, innovation, problem solving orientation, and effective communication. Most Insurance Account Managers hold a Bachelor's Degree in business or marketing.

1

Insurance Account Manager

Lead member of sales team that achieved 'Top 100 New Agents in the Nation' recognition

  • Recruited by first year agent to implement and exceed first year agency goals set by corporate
  • Developed and executed marketing campaign which resulted in new business within a highly-saturated market
  • Generated agency commissions by creating strong relationships with new contacts
  • Facilitated auto loans on behalf of State Farm Bank in addition to managing client account relationships
  • Conducted financial reviews to ensure client's needs were consistently met
Candidate Info
4
years in
workforce
2
years
at this job
BS
Bachelor of Science
2

Personal and Customer Lines Insurance Account Manager/customer Service Representative

Interacts with up to 25 clients daily with issues including processing payments, contacting companies regarding audit and endorsement discrepancies and navigating challenging client accounts through goal-oriented action plan

  • Generates updates to client files daily in Applied Systems Doris and TAM management systems through immediate activity record keeping
  • Negotiates commercial and personal insurance rating software, interacts with insurance carrier underwriters, and issues personal and business insurance policies
  • Trained three new staff members with agency account management systems, telephone, and inner-office standard procedures
  • Solely prioritized and initiated the transition of over 100,000 commercial department paper copy documents, associated emails, and memos to digital filing system
  • Entrusted to manage entire office's services independently
Candidate Info
8
years in
workforce
8
years
at this job
BA
Public Relations
3

Personal Lines Insurance Account Manager

  • Performed customer service, retention and rounding per agency standards and procedures
  • Increased client retention by 55%
  • Contributed ideas and offered constructive feedback at weekly meetings
  • Maintained courteous, effective relationships with clients, co-workers, carriers and other business contacts
Candidate Info
25
years in
workforce
1
year
at this job
Business
Business
4

Insurance Account Manager and Admin Coordinator

  • Attended high volume of phone calls and demonstrated strong customer service relations while assisting clients with various needs in health, personal, commercial and life insurance
  • Designed plan and strategy to promote and strengthen the newly established Insurance Department
  • Performed accounts and bank reconciliation at month-end
  • Performed data entry, categorized and organized client’s tax and bookkeeping files
  • Provided training and supervised three staffs in the department
Candidate Info
5
years in
workforce
1
year
at this job
BA
Finance
MA
Accounting
5

Construction Insurance Account Manager

Managed the process of creating and updating new insurance quotes and proposals.

  • Worked directly with underwriters for customer satisfaction and contract completion.
  • Created and maintained account information and repository for new and existing clients.
  • Created new style of Microsoft Excel underwriting price models.
Candidate Info
4
years in
workforce
4
years
at this job
AS
Software Development
AA
Associate of Arts
BS
Mass Communications
6

Group Insurance Account Manager

Analyze client needs and financial restrictions in order to gather suitable carrier options. Create sales proposals, marketing materials, and employee enrollment announcements for new and established clients. Document, communicate, implement, track, and audit installation of selected options. Execute enrollments, changes and terminations using dedicated carrier and vendor websites and processes.

  • Proven ability to provide superior services and successfully build relationships with clients, members and carriers.
  • Created and redesigned sales and marketing materials.
  • Established tracking systems for all aspects of broker services and enrollment activities.
  • Established recordkeeping processes.
Candidate Info
50
years in
workforce
3
years
at this job
AS
Associate of Science
7

Property and Casualty Insurance Account Manager

  • Managed multi-line phone system, answered and directed calls, and relayed messages
  • Maintained and updated client records
  • Composed correspondence to clients and insurance company
  • Daily communication with clients, billing representatives, underwriters, and claims adjusters
  • Evaluated insurance needs of clients and added/removed endorsements as necessary
  • Resolved billing inquiries and disputes
  • Licensed to produce insurance policies
Candidate Info
5
years in
workforce
2
years
at this job
8

Senior Group Insurance Account Manager/sales Assistant

Implemented new small group insurance benefits plans for companies under 500 lives

  • Built relationships with new groups by educating them on Prudential's process and website
  • Drafted and released requests for proposals for business development
  • Administered client coverage by acting as liaison for claims and billing issues
Candidate Info
12
years in
workforce
4
years
at this job
BS
Science / Nutrition
9

Sr. Insurance Account Manager

  • Provided continuous client service and risk management advice for small to mid-size
  • Personally landed and written a mid-size account with monthly premiums over $125K
  • Created and presented client proposals with competitive rate and benefit summaries
  • Negotiated benefit and rate options
  • Marketed benefit plan options, for current and prospective group clients
  • Monitored group submissions during the underwriting process
  • Maintained product knowledge within the medical, dental, life and disability markets
  • Responsible for in-depth knowledge and full administration of Tegner Miller's employee
Candidate Info
10
years in
workforce
4
years
at this job
Licensed Life And Health Agent
10

Insurance Account Manager

  • Responsible for marketing [company name] products to prospective clients, managing existing client relationships, and recruiting new [company name] team-members.
  • Successfully acquired new clients by marketing [company name] offerings, diligently networking with prospective customers, and recruiting new members to join the [company name] team.
  • Maintained mutually beneficial relationships with existing clients by providing superior customer service.
  • Further solidified customer relationships by introducing the [company name] online tool suite to the client base.
  • Effectively led teams of new recruits by establishing schedules and coordinating training.
Candidate Info
8
years in
workforce
2
years
at this job
BA
Health Science
Education

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