General Account Manager Resume in Word Format Free Download -->

General Account Manager Resume in Word Format Free Download

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Grellet Zeldin
417 Argonne St., North Troy, HA 45781 Phone: (528) 714-0587 Email: grellet.z41@yahoo.com

Objective: To obtain full time administration position utilizing higher education and extensive work experience

Education
University of North Texas, Denton TX  76210                                                                     Expected Graduation Date: TBD
  • Lacking 9 credit hours before earning a Bachelors of Business Administration in Insurance and Risk Management

Employment History
Safe Harbor Benefits, Inc.  – Independent Insurance Agency                                                         March 2011 - Present
Account Manager, Certified Insurance Service Representative (CISR)
  • Acquire new commercial insurance accounts for the company through industry contacts and new prospect leads
    • Manage the quoting process from start to finish
    • Utilize relationships with various carriers, underwriters and brokers in order to offer competitive pricing
    • Prepare formal proposals to present to prospect
  • Complete all annual policy renewals for our current clientele
  • Oversee maintenance of all commercial customer files for various industries including home health care, private practice and general contractors
    • Includes managing the process /reconciliation of general invoicing and annual audits
    • Issue ACORD certificates of insurance in compliance with all state regulations
    • Utilize TAM (Task Agency Management)  management system for all commercial customers
  • Member of Insurance Women of the Metroplex and Independent Insurance Agents of Tarrant County

Allied North America Insurance Brokerage of Texas, LLC                                                      June 2004- December 2008
Account Manager                                                                                                             August 2006-December 2008
  • Maintained commercial insurance policies for industries including construction, beverage distribution and petroleum resources
    • Includes processing/reconciliation of general invoicing and annual audits
  • Management obligations include marketing, accounting/finance, human resources, customer management, and policy file maintenance
  • Prepare all necessary renewal documents for marketing submission thru correspondence with insured, producers and underwriters
    • Including ACORD applications, loss runs, schedules, D&B report, contract agreements, etc.
  • Assisted and advised in implementing a new information management system to streamline policy processing
    • Assisted in S O P creation  to insure accurate and efficient data entry
    • Supervised  the training of office staff throughout new software implementation

Key Accomplishments
  • Received Property & Casualty License in August 2006 and received CISR designation in December 2008
  • Maintain excellent agent-client relationship thru constant communication and professional workmanship

Customer Service Representative                                                                                             June 2004-August 2006
  • Assisted Accounting department with statement reconciliation, data entry and file management
  • Facilitated the Bond and Surety department by preparing reports of execution, invoicing and maintaining an updated data management system
  • Supported the Claims department by obtaining assigned claim numbers thru communication with various insurance carriers
  • Assisted Marketing department by preparing insurance proposals and loss summaries

Skills
  • Systems knowledge includes: Sagitta, CSR-24, TAM- Task Agency Manager,  Microsoft Word, Excel, Access and Outlook, as well as numerous internal network applications




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