A Licensed Account Manager is hired to oversee all sales-related activities for an assigned geographical area. The job description entails devising sales strategies, fostering rapport with existing and target clients, and coordinating the training of sales staff and channel partners. Other daily accountabilities are listed on the Licensed Account Manager Resume as – setting and communicating sales targets to promote long-term profitability, developing and executing evidence-based sales plans, establishing and nurturing strong relationships with current and target clients, solving client’s concerns in a timely and amicable manner; maintaining detailed records on key accounts, presenting in-depth reports to the director of sales and other stakeholders; and conducting regular market research.
To ensure success in this role, the following skills are needed –proven history of meeting sales targets and boosting profitability, proficiency in customer relationship management software, excellent written and verbal communication skills, the ability to build long-lasting professional relationships; and willingness to travel. A degree in marketing is often seen on resumes.
Summary : Seeking a position in a law environment using my exceptional office management skills and outstanding customer service support; fostering new career opportunities and enhancing my current education and skills.
Skills : Microsoft Office, Multitasking.
Description :
Worked with clients on personal and commercial insurance to include home, auto, business and health.
Sold insurance, work on quotes for property and auto insurance.
Stayed in touch with customers on updating policies.
Provided excellent customer service when working with customers to include taking payments, advising on correct coverages to obtain, providing explanations of coverage's.
Provided policy reviews with customers to try and provide additional discounts.
Responded to customer's inquiries in a timely manner.
Answered high volume of phone calls to assist customers in their requests.
Experience
7-10 Years
Level
Management
Education
High School Diploma In Education
Licensed Account Manager Resume
Summary : Seeking a Licensed Account Manager position using my exceptional office management skills and outstanding customer service support; fostering new career opportunities and enhancing my current education and skills.
Skills : Hootsuite, Microsoft Products, Adobe's Photoshop & Lightroom For Photography Editing, Premiere & Final Cut Pro For Video Editing.
Description :
Stayed current with the latest trends in the industry with knowledge of insurance products.
Worked with clients on personal and commercial insurance to include home, auto, business and health.
Sold insurance, work on quotes for property and auto insurance.
Stayed in touch with customers on updating policies.
Provided excellent customer service when working with customers to include taking payments, advising on correct coverages to obtain, providing explanations of coverage's.
Provided policy reviews with customers to try and provide additional discounts.
Responded to customer's inquiries in a timely manner.
Experience
7-10 Years
Level
Management
Education
High School Diploma In Education
Licensed Account Manager Resume
Summary : Responsible for Delivering and adapting execution plans to achieve performance goals and objectives utilizing; KPIs, scaling of successes, business problem solving, etc, and also Developing and fostering external relationships with key influential customers and thought leaders.
Modified, updated and processed existing policies and claims to reflect any change in beneficiary, amount of coverage, and type of insurance.
Examined letters from policyholders and agents, original insurance applications, and other company documents to determine if changes were needed and effects of changes.
Corresponded with insured and agent to obtain information and inform them of their account status and changes.
Collected initial premiums and issued receipts.
Did policy reviews for customers on there home and auto policies and discussed the change in premium and suggested ways to save on the increase.
Processed policy changes on personal lines policies.
Experience
10+ Years
Level
Senior
Education
Liberal Arts
Licensed Account Manager Resume
Summary : Pleasant speaking voice with more than 15 years of experience in the fields of customer service and insurance. Professional demeanor with outstanding communication skills. Honest, friendly - can get along well with others. Enjoy working with people. Committed to assisting others, clients and coworkers. Cheerful personality.
Skills : Accounting Skills, Business Management.
Description :
Identified, targeted, and won new business by working with HCPs to adopt a new approach to HIV prevention.
Engaged with HCPs, nurses, staff, and administrators to accurately understand the clinical, organizational, and financial challenges and opportunities within target accounts.
Leveraged data analytics, business acumen, and market expertise to identify high-priority prospects.
Prepared and executed business plans that are tailored to the unique needs of each customer and that help HCPs scale their prevention model to reach more people at risk for HIV.
Coordinated, engaged, and partnered with multiple cross-functional team members (i.e., Clinical Nurse Educators and Field Reimbursement Managers) to deliver an integrated product experience to customers.
Maintained a portfolio-based selling mindset and close internal communication loops to ensure customers experience a cohesive, integrated ViiV Healthcare.
Provided exceptional customer service by proactively anticipating and addressing HCP problems, needs and requests.
Experience
10+ Years
Level
Senior
Education
Liberal Arts
Licensed Account Manager Resume
Objective : Results orientated, dependable professional. I excel in a fast-paced environment and enjoy motivating my fellow co-workers to increase productivity. I work well independently with little or no direction or supervision or as part of a team. I am committed to excellence and hold myself to a higher standard.
Skills : Salesforce, Excel, Intranet, Microsoft Outlook, Internet Research.
Description :
Answered all incoming calls and process payments.
Sold and quoted all lines of insurance.
Processed claims and follow-up.
Made life appointments for an agent.
Used Microsoft office, quoting system, and agency software.
Assisted Office Manager with processing payments and making bank deposits.
Created and Maintained the Agencies; New Business Log and Referral Log.
Experience
2-5 Years
Level
Executive
Education
AA In General Studies
Licensed Account Manager Resume
Headline : Top Secret Security Clearance, Certified Paralegal, Policy Advisor, and Licensed Account Manager with more than 10 years of experience guiding the development and implementation of program policy, effective guidance, and the application of law and executive orders for Law Firms (i.e., Clutch Legal Staffing), Fortune 500 organizations (i.e. Allstate and State Farm Insurance Companies) and governmental agencies (i.e. USIS). Proven ability to drive productivity and meet goals in deadline driven environments.
Monitored over 2000 policies totaling up to $5M to ensure satisfactory progress, compliance with the terms and conditions of contracts, and identify problems that threaten the production of new policies and agency performance.
Supervised payments and perform a full range of account management responsibilities such as maintaining policy records and files in accordance with the Written Information Security Policy (WISP) for the office.
Increased policy production by 40%.
Led compliance reviews of policy related activities to ensure the efficiency of internal controls over accounts.
Independently prepared account reconciliations, trend analyses and major compliance review of contracts.
Coordinated and integrated various technical evaluations of cost elements (i.e. direct costs and expenditures).
Conducted interviews to obtain information about an individual client's insurance needs and tailor policies to meet those needs.
Experience
5-7 Years
Level
Executive
Education
Certificate In Paralegal
Licensed Account Manager Resume
Objective : Current student enrolled in Herzing University's Paralegal Studies Program. Diligently looking to gain expereince and gainful employment in the legal field. Proficient in Microsoft Office Suite. Energetic self-starter. Creative problem-solver who rapidly adapts to changing demands. Diligent and adept demeanor. Maintains Integrity and honesty at all times and preserves confidentiality of client information. Excellent communicator- oral and written.
Underwrote, sold and serviced various types of insurance policies to businesses and individuals on behalf of insurance Allstate, including automobile, property, Flood specialized policies such as marine, farm/crop, BOP, CPP, Inland Marine, Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
Emailed documents for signatures, or fax documents for processing of application approval.
Answered customer's questions concerning coverage, billings periods Pitch and sell road side assistance plans.
Responded to customers' needs in timely and professional manner.
Sought out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
Contacted underwriter and submit forms to obtain coverage.
Refered life prospects to Life Specialist.
Experience
2-5 Years
Level
Executive
Education
Associate Degree In Paralegal
Licensed Account Manager Resume
Objective : Responsible for Directing collaboration with business owner on development and implementation of marketing and sales strategies to build startup agency, including prospecting, advertising, and direct telemarketing.
Skills : CAD, Revit, Microsoft Word.
Description :
Transferred from the Farmers Kansas location to the Maryland location to assist with the company's Eastern Expansion Project.
Had to acquire my Life & Health and Property & Casualty Insurance Producers license as well as passing state testing.
Trained and assisted new insurance agents set out to own their own agencies with staffing, online training, marketing, and customer service issues.
Required to track daily progress, submit weekly reports, and document thoroughly any customer issues or assistance given.
Sold, up sold new products, updated, and managed house account and agent insurance policies.
Worked directly with the building director on many special projects involving telemarketing and using Microsoft excel.
Gathered needed documents from new customers to send to home office in a timely manner.
Experience
2-5 Years
Level
Executive
Education
Associates Of Applied Science
Licensed Account Manager Resume
Objective : To explore new opportunities that would utilize my current skills and give me the opportunity to grow both personally and professionally as well as engage with my local community.
Skills : Microsoft Office, Quickbooks, Appfolio, Yardi.
Description :
Worked with customers to discuss their personal insurance needs.
Contacted leads to generate sales and ensure good customer service to encourage long term retention.
Contacted current customers to review coverage and opportunities for better protection.
Provided service to existing clients with coverage questions and payments.
Maintained customer files, adhere to all state and company protocols to ensure that policies are accurate and completed in a timely fashion.
Answered high volume of phone calls to assist customers in their requests.
Stayed current with the latest trends in the industry with knowledge of insurance products.
Experience
2-5 Years
Level
Executive
Education
High School Diploma
Licensed Account Manager Resume
Headline : Highly qualified Licensed Account Manager with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and I would excel in the collaborative environment on which your company prides itself.
Skills : Training Skills, Creative Skills.
Description :
Created and supplied accurate quotes for insurance policies, such as Home and Auto Policies.
Gathered accurate information from dwellings by researchIng homes and appraisals.
Tracked referrals and gift card amounts through excel.
Tracked new business monthly, along with item count and monthly premium total for the whole office.
Assisted clients with policy changes and endorsements.
Serviced of client accounts such as quoting, changes and billing inquires.
Responsible for answering phones and taking all customer questions and payments.
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