Caylan King
Kokomo
Summary
Ambitious Commercial Lines Account Manager enthusiastically pursuing an opportunity to perpetuate the company's mission. Well-versed in account management and retention shown over years in similar role.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Commercial Lines Account Manager
McGriff Insurance Services
Kokomo
03.2023 - Current
- Managed client accounts and ensured coverage met specific commercial needs.
- Coordinated with underwriters to develop competitive insurance proposals for clients.
- Reviewed policy documents for accuracy and compliance with industry standards.
- Collaborated with claims adjusters to facilitate timely resolution of client claims.
- Trained junior staff on account management practices and company procedures.
Client Service Assistant
McGriff Insurance Services
Kokomo
03.2021 - 03.2023
- Assisted clients with inquiries regarding insurance policies and coverage options.
- Coordinated documentation for policy renewals and claims submissions.
- Maintained accurate client records in the insurance management system.
Employee Benefits Account Manager
McGriff Insurance Services
Kokomo
09.2018 - 03.2021
- Managed client inquiries regarding employee benefits and plan options.
- Facilitated enrollment processes for new and existing employees.
- Coordinated benefit plan renewals and updates with insurance carriers.
- Assisted in developing communication materials for employee benefits education.
Skills
- Policy analysis
- Risk assessment
- Effective negotiation
- Customer relationship management
- Client account management
Certification
- CISR, Certified Insurance Service Representative
Timeline
Commercial Lines Account Manager
McGriff Insurance Services
03.2023 - Current
Client Service Assistant
McGriff Insurance Services
03.2021 - 03.2023
Employee Benefits Account Manager
McGriff Insurance Services
09.2018 - 03.2021