Commercial Lines Account Manager
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Commercial Lines Account Manager

Shawn-Kimberly Harris
Commercial Insurance Account Manager
Santa Cruz, CA 95062
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Excellent background in commercial insurance customer service, exceeding client expectations from
initial contact through post-sales follow-ups. Analytical and organized with proven ability to identify
client business needs, make recommendations and implement effective solutions. Highly skilled in
rapidly developing rapport. Self-starter and persuasive communicator with extensive knowledge of
insurance coverage.

Work Experience



Senior Commercial Account Manager- (Specialty Workers Compensation & Risk Solutions)
Hitech Insurance Solutions - ISU -San Jose Ca
November 2018-Present

Assist assigned clients and staff with service questions related to administration, billing, claims issues and problem-solving.
Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur
Prepare coverage analysis, submissions, negotiate coverage and pricing with markets, & proposals for new business and renewals
Build and maintain relationships with existing Commercial Lines clients-
Proficient in the Agency Management Systems, specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in Agency Management System.
Provide administrative support on other tasks such as hiring, assigned special projects and marketing development of new ideas/services, as requested
Attend and coordinate meeting with client and/or producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options
Conduct quarterly account management visits with assigned clients to review renewal decisions. Formulate a plan with the producer to address any issues such as the need for an audit review, IIPP Safety Policy, employee handbook or any other compliance issues..
Coordinate with client and TPA inspections and set up a plan of action for Osha Compliance, Loss Control, HR Compliance and employee certification such as Sexual Harassment , ForkLift Certification, Driver Safety policy, etc�
Planning and assisting in accomplishing department goals as set by department manager and senior management.
Mentor and train account manager�s and new producers.


Commercial Insurance Account Manager- (Specialty Workers Compensation)
Town and Country Financial Services-Colony-West - Santa Ana, CA
October 2017 to October 2018-1099 Contract
Revenue for Assigned Accounts (120): $120k-1.2 Million
Responded to Customer Service Inquiries-Voice mails, Phone Calls, Emails or chats.
Review Account (New & Renewal Coverage�s 90 days in advance)
Update New Business or Renewal Applications, supplemental( class specific) and Acord, order loss runs, Submit via online rater and email directly to the carrier, answer any underwriting questions, update producer marketing reports, stay in contact with insured for updated information on changes in operations, payrolls and updates. Produce proposals to insured with necessary binding documents, bind coverage with chosen carrier, loss policy release if necessary, send binder, request certificates, follow up for policy, send to insured with claims kit and thank you letter. Update account and attach all documents and correspondence in a marketing file.
WCIRB Xmod & Inspections, Loss Control, coverage questions

Commercial Insurance Account Manager
Patra Corporation - El Dorado Hills, CA 95762
June 2017 to October 2017 (1099 Contract Position)
Revenue for Assigned Accounts (240): $20K-2.2 Million


Responded to Customer Service Inquiries-Voice mails, Phone Calls, Emails
Managed a substantial account volume- 140 Average monthly accounts (Standard Market & Surplus
lines)
Maintained daily reports of progress on Renewals for My Lead & Patra's Client on renewals worked
Maintained database of client accounts
Distributed account processing to office staff in India (Certificates, Evidence's, Audits & Endorsements)
Prepared quotes for account renewals
Ensured accuracy of client files- comparing renewal application
Analyzed negotiated and prepared carrier renewals


Commercial Account Manager (Farm and Large Accounts)
DCD Insurance Services
May 2013 to June 2017
1123 Soquel Ave May 2013 - June 2017
Processed all submissions of renewals and new business to the appropriate markets (updating supplemental application, loss runs, acords and experience modification reports)
Revenue for Assigned Accounts (360): $85,500k-3.6 Million
Collected all premiums on or before the effective date of coverage along with subjective for binding
coverage
Negotiated new and renewal production goals with producers
Met with an average of 3-5 walk-in policyholders to address and resolve complaints, signatures on
applications and processing payments
Handled daily heavy flow of paperwork and cooperated with the accounting departments on invoicing
on commercial accounts.
Ensured superior customer experience by addressing customer concerns, demonstrating empathy and
resolving problems on the spot.
Built long-term customer relationships and advised customers on renewal coverage and gaps in
coverage
Routinely answered customer questions regarding changes to policies
Processed all certificates and endorsements

2005-2013- Farmers and State Farm - Agent

Education
Certifications/Licenses

Property and Casualty License-October 2005 to October 2020
Commercial Lines Coverage Specialist-Designation- In Process Designation Registered Workers Compensation
Specialist
Certificate in Multimedia
AA- Business

Additional Information

SKILLS
Agency Management Systems - Applied, Vertafore, AMS360, TAM, Indio Tech., Sharepoint, Appulate for applications, EZlynx.
Knowledgeable on how to utilize the Internet on Accounts- WCIRB (Reports & Inspections) State of California Secretary of State, Workcompare & OSHA (violations, training, & updates on safety requirements and laws)
Learning Management systems - Zywave Learning/HR360
Good Listening � Instructions -Insured, producers, advisors & management.
Adaptable to any agency management system & network communications system required.
Underwriting/Underwriter knowledge & contacts
Proactive mindset
Management Skills
Complaint resolution
Results-oriented
Internet research development
Troubleshooting expert
Premium financing
Proactive team player-taking initiative
Analytical and Logical
Personable
Determined
*Specialties: Problem Resolution, Gaps in Coverage and Educating Insured in Coverages and Loss Control.