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Chicago, IL Street Address
EMAIL AVAILABLEPHONE NUMBER AVAILABLEDynamic and results-driven Account Manager with over two years of experience in client relationship management, and sales strategy within the insurance industry. Cyber Professional Liability Practitioner(CPLP) with a proven track record in driving revenue growth and improving client retention rates though personalized service and innovative solutions. Adept at managing complex projects and leading cross- functional teams to meet and exceed client expectations. Passionate about leveraging learning and performance strategies to help clients achieve their business goals while contributing to organization success.Authorized to work in the US for any employerWork ExperienceAccount ManagerLockton Companies-Los Angeles, CAJune 2023 to Present Lead and manage a diverse portfolio of high-profile client accounts, serving as the primary point of contact and trusted advisor for their risk management needs. Develop and implement strategic risk management plans tailored to each client's unique business objectives, driving growth and enhancing client satisfaction. Negotiate complex insurance policies and coverage terms with underwriters to secure the best possible outcomes for clients, demonstrating strong industry knowledge and negotiation skills. Oversee the entire account lifestyle, including onboarding, policy renewals, claims management, and ongoing client support, ensuring seamless service delivery. Mentor and guide junior team members, sharing expertise and providing training to enhance and team performance and client service standards. Analyze and monitor market trends and emerging risks, proactively advising clients on potential impacts and recommending adjustments to their insurance program. Collaborate with cross-functional teams, including legal, compliance, and finance, to address client concerns and deliver comprehensive solutions. Consistently achieve and exceed performance targets, contributing to the overall success and profitability of the company.Associate Account ManagerLockton Companies-Los Angeles, CAAugust 2022 to June 2023 Aided in managing a diverse portfolio of client accounts, aiming on building and maintaining strong relationships to ensure high client satisfaction. Collaborated with account managers and senior account managers to develop and implement tailored insurance and risk management solutions for clients that specialize in different industries. Analyzed and provided strategic recommendations for coverage enhancements, ensuring alignments with their risk management objectives. Coordinated with internal terms, including underwriting, claims and legal department, to facilitate seamless delivery and address client concerns. Played a key role in renewal processes, preparing detailed reports, and supporting negotiations to secure favorable terms for clients. Conducting market research to stay informed about the industry trends and emerging risks, contributing to the development of innovative solutions. EducationBachelor's degree in Finance and Minor in Business Administration Illinois State University - Normal, ILAugust 2018 to August 2022Skills Data Analysis Skills: Using excel, CyberCube, for data-driven decision making. (2 years) Microsoft Office Suite (Excel, Word, Powerpoint, Outlook) (4 years) Insurance and Risk Management: In-Depth knowledge of insurance policies, coverage, and risk management strategies. (2 years) Client Relationship Strategies: Expertise in developing and executing strategies to maintain and grow client relationships. (2 years) Policy Renewal Management: Experience in managing the policy renewal process and negotiating terms. (2 years)Certifications and LicensesCPLP (Cyber Professional Liability Practitioner)July 2024 to PresentAwarded by PLUS (Professional Liability Underwriting Society). The CPLP designation equips professionals with foundational knowledge in Cyber Liability.Certificate in Cyber LiabilityJanuary 2024 to PresentEarned by PLUS (Professional Liability Underwriting Society). Certification about cybersecurity gaining essential skills in navigating cyber threats.AINS (Associate in Insurance)May 2023 to PresentEarned by the Insitute's. Mastering insurance basics and learning on the job skills and techniques in the insurance industry.