Insurance Account Manager Resume Samples - Page 2

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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.

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11

Insurance Account Manager

Operate as the lead point of contact for any and all matters specific to your customers regarding insurance and annuities.

  • Created advertising plans to help meet deadlines and sales goals.
  • Build and maintain strong, long-lasting customer relationships.
  • Ensure the timely and successful delivery of our solutions according to customer needs and objectives.
  • Communicate clearly the progress of monthly/quarterly initiatives to internal and external stakeholders.
  • Identify and grow opportunities within territory and collaborate with sales teams to ensure growth attainment.
  • Attend community events or networking events to introduce the company to people that have not heard of our company.
Candidate Info
2
years in
workforce
2
years
at this job
Business Finance/economics
12

Insurance Account Manager, Retention Specialist, and Sales Agent

Book transfer specialist: managed a local million dollar account transfer and worked with our corporate office on the transition of a ten million dollar book for the state of Tennessee.

  • Audit accounts for accurate coverage and underwriting
  • Assist in basic IT support and systems training
  • Provide support for insurance service, sales, membership, and management teams
  • Retain current clients through servicing, account reviews, and rewriting their accounts
  • Actively prospect new business and round current accounts
Candidate Info
19
years in
workforce
4
years
at this job
BA
Anthropology
13

Home Insurance Account Manager Customer Concierge

Issued personal lines insurance policies including home, auto, and umbrella

  • Liaison between loan officers, closing attorneys, realtors, and clients to ensure an on time close from an insurance standpoint
  • Keep detailed, time sensitive, and confidential records
  • All aspects of insurance service including payments, changes, verification of coverage, and client
  • Licensed in 42 states for personal lines insurance
Candidate Info
16
years in
workforce
2
years
at this job
14

Insurance Account Manager

Assist with proposals and complete applications for Commercial and Personal Lines accounts

  • Market, rate, bind coverage and issue certificates
  • Maintain account files from beginning to end
  • Responsible for assisting clients with service needs and making changes to existing accounts expediently and courteously
  • Accurately invoice renewal, new business and endorsements
Candidate Info
9
years in
workforce
4
years
at this job
HS
High School Diploma
Business
15

Life Insurance Account Manager

Support and service a wide range of term life, whole life & universal life accounts

  • Liaison between clients and carriers
  • Marketing of renewal accounts
  • Meeting sales expectations and maintaining new & existing accounts using Applied Management Systems
Candidate Info
7
years in
workforce
2
years
at this job
AS
Allied Health Sciences
BS
Management
MBA
Business Management
16

Insurance Account Manager

Managed dozens of Insurance Adjusters in different states

  • Managed different multi-million dollar accounts from major insurance companies
  • Responsible for efficiency and timeliness of insurance adjusters inspections
  • Responsible for documentation and reporting of productivity on a daily basis
Candidate Info
4
years in
workforce
2
years
at this job
Human Services
Psychology
17

Insurance Account Manager

  • Manage and drive the full sales cycle for Auto, Home, Life, Health, Commercial, and Specialty products using a consultative sales approach.
  • Apply [company name] underwriting and eligibility guidelines to correctly price and bind policies according to established procedures.
  • Utilize product, industry and market knowledge to hold presentations, review policy benefits, and make recommendations.
  • Serve as first-level contact for inbound or outbound phone sales, service, claims, and underwriting.
  • Direct contact with both current and prospective clients over the telephone, in person and in writing.
  • Coordinate and participate in special projects, marketing campaigns, prospecting, and lead generation.
Candidate Info
10
years in
workforce
3
years
at this job
BA
Business Management & Technical Communication
18

Insurance Account Manager / Personal Lines Producer

  • Focus on new business, by utilizing marketing tools and networking opportunities to gain agency exposure and referral partnerships.
  • Contact, build rapport and establish relationships with prospective clients.
  • Generate new business written premium of $25,000, on a monthly basis.
  • Produce sales at a high volume, with preferred customers, leading to increased agency retention rates.
Candidate Info
23
years in
workforce
5
years
at this job
BA
Human Environmental Sciences
19

Group Health Insurance Account Manager

Answers and responds to requests and inquiries from clients.

  • Generates weekly and monthly sales tracking reports.
  • Performs sales related administrative and clerical duties.
  • Process group applications and enrollment forms to renew groups with current carriers or move to new a carrier.
  • Works as a liaison between the insurance agent and the insurance carrier.
Candidate Info
14
years in
workforce
1
month
at this job
HS
Marketing
HS
High School Diploma
20

Life Insurance Account Manager / Customer Service /collections

Managed revolving accounts in an assigned Portfolio.

  • Helping bring delinquent accounts current by maintaining contact with account holders.
  • Educating Homeowners of various life, home insurance products and service available.
  • Communicated between the home owners and the Underwriters in regards to modification status and missing documents.
Candidate Info
2
years in
workforce
2
years
at this job

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