Commercial Insurance Resume Sample
Easter Kulas
3189 Hettinger Falls,
Dallas,
TX
+1 (555) 225 8274
Work Experience
Recovery Specialist, Commercial Insurance
05/2016
-
PRESENT
San Francisco, CA
- Travel as needed INDBBTINS
- Demonstrated proficiency in basic computer applications such as Microsoft Office software products with emphasis in utilizing resources and software to generate reports and/or other requested information
- Is proficient in BB&T Policies & Procedures AAIA, Certified Insurance Service Representative (CISR), or Accredited Customer Service Representative (ACSR) designation
- Work as part of a client service team, in a highly collaborative, team oriented environment
- Ensure that Aon systems are updated promptly and accurately
- Ensure all communications, both written and verbal, received from clients, insurers and other Aon offices are acknowledged promptly by working with the Account Executives
- Responds to internal requests and questions within ability/ knowledge
Commercial Insurance
09/2009
-
01/2016
New York, NY
- Process claims within defined metrics while maintaining department objectives
- Use Microsoft Excel and other means to analyze changes in expiring versus renewal information
- Obtain loss runs and renewal information requirements from underwriters
- Assist in preparing renewal strategy documents
- Assist in preparing coverage specifications/submissions
- Assist with the review and analysis of quotation / comparisons
- Assist in producing client proposals, analysis and presentations
Technical Assistant, Commercial Insurance
06/2006
-
08/2009
Dallas, TX
- Works with Account Executives to gather information from client and creates submission to markets
- Organizes insurer correspondence and assists in the creation of client information: presentations/ proposals
- Ensure all files, both electronic and paper, are maintained in a timely fashion
- Ensure compliance with Aon processes, including, but not limited to: the Aon Client Promise
- Conform to internal transparency and other Professional Services and Aon protocols
- Maintain daily diary and outstanding list on all client accounts
- Create follow-up tasks for claims requiring ongoing payment adjustments or oversight. Collaborate with identified contact (DCM’s, vendors, ASM, etc.) via email and telephone/Lync to resolve issues with support from mentor as needed
- Deliver a “customer centric” approach by providing value to customers beyond their expectations that demonstrates the priority of the customer’s needs and promise executes on follow-up
- Demonstrate the ability to prioritize work and respond to changing circumstances to meet deadlines and service level agreements (SLA’s) while managing multiple priorities and tasks for a large caseload
Education
Vincennes University - Jasper Campus
2002 - 2006
Bachelor's Degree in Business
Professional Skills
- Excellent interpersonal skills to provide quality customer service to both internal and external customers
- Solid writing skills and the ability to work accurately with numbers
- Industry standard product experience and 2-3 years professional insurance product experience
- This opening can be filled as a Level I or II depending on experience
- Experience in sales or business consulting
- No less than two (2) years commercial lines experience
- Measuring device such as: laser, 100 ft. tape, or measuring wheel
How to write Commercial Insurance Resume
Commercial Insurance role is responsible for customer, research, insurance, excel, payroll, finance, training, litigation, compensation, analysis.
To write great resume for commercial insurance job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Commercial Insurance Resume
The section contact information is important in your commercial insurance resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Commercial Insurance Resume
The section work experience is an essential part of your commercial insurance resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous commercial insurance responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular commercial insurance position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Commercial Insurance resume experience can include:
- Experience: 3 years’ experience in Insurance or 5+ years in outside marketing
- Well developed mathematical skills
- Demonstrate technical proficiency in resolving third party Auto claims
- Support the overall strategic priorities by taking on additional responsibilities as needed
- Develop a strong knowledge base of legal liability, workers’ compensation statutes, and SIF/COLA recovery rights
- Positions the agent to demonstrate their value and the value of Liberty Mutual to our joint customers
Education on a Commercial Insurance Resume
Make sure to make education a priority on your commercial insurance resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your commercial insurance experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Commercial Insurance Resume
When listing skills on your commercial insurance resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical commercial insurance skills:
- Demonstrate strong time management skills while handling dual responsibilities
- Strong problem-solving skills with an emphasis on what can be done not what can’t
- Participates in projects to improve team’s ability to deliver service efficiently and effectively
- Professionalism: Conducts oneself in a polite and respectful manner and demonstrates good judgment when dealing with internal and external clients
- Seven years’ experience in marketing or underwriting with a national or regional broker or carrier
- Demonstrate technical proficiency in resolving third party claims
List of Typical Experience For a Commercial Insurance Resume
1
Experience For Technical Assistant, Commercial Insurance Resume
- Advanced research and analytical skills to efficiently and effectively locate relevant information among various sources
- Demonstrated knowledge of insurance industry and products
- Three years of related administrative office work experience
- Commercial Insurance experience required
- Working knowledge of Microsoft Excel, Use of Internet and Microsoft Word
- Assists in internal training efforts by developing material and presenting assigned topics
- Process binding documents and prepare file for issuing
2
Experience For Recovery Technician, Commercial Insurance Resume
- Acts as a technical resource for internal and external customers/contacts exercising judgment in handling unusual situations/inquiries
- Gather and organize data needed by obtain information from systems, files, intranet and/or by contacting other people inside or outside the Company
- Develops a team relationship with other departments, including Underwriting. Provides reports to Senior Territory Managers/Region Managers/Home Office as directed
- Prepare and process payment referrals for Fully-Insured and Administrative Services Only (ASO) disability claims for multiple customers. Obtains information for data analysis and application of appropriate policy/plan provisions for processing of initial payments, offset management, ongoing partial payments, and making payment adjustments as needed
- Articulate verbally and in writing the policy/plan provisions as they relate to the payment process, and the rationale for payment amounts to internal customers (disability case managers, Sales/Service) and external customers (claimants, customers and attorneys)
- Working knowledge of standard software applications (e.g., Outlook, Word, Excel, and Internet Explorer)
- Basic knowledge of insurance products and claim handling procedures required
3
Experience For Recovery Specialist, Commercial Insurance Resume
- Develop understanding of subrogation principals and jurisdictional requirements
- Manage assignments using multiple claims systems at once
- Mentor new employees to provide guidance and answer questions. Serve as subject matter expert/contact for other LMB employees for financial related questions
- Identify and document trends in referral activities to ensure disability case managers are providing complete and accurate information. Update Customer Profile documents available to all LMB employees as reference
- Participate in payment/financial projects in department and/or cross-functional projects. Recommend changes in policies/procedures to enhance efficiencies and customer service
- Strong math and problem-solving skills to aggregate data accurately and identify data discrepancies
4
Experience For Commercial Insurance Account Specialist Resume
- Effective oral and written communication skills to document actions taken and explain technical information in a way that is understandable for a variety of audiences
- Exercise judgment in prioritizing work, responding to customer needs, and in determining when an inquiry/request requires higher-level involvement
- Data entry associated with conditional payment workflow. Specifically working within Excel & Share Point based data bases and documenting lien information into claim files
- Consults on opportunities to round out the account by writing additional lines of business
- Interpret guidelines to ensure customers receive appropriate service and injured worked receive appropriate care
- Alert management to potential problems and refer non-routine inquiries to supervisor
- Report to Management presentations, etc
- Provides account-specific input on overall service plan to include service delivery, service issues and outcome results
- Participates in prospecting efforts by conducting services analysis and conducting service presentations on assigned prospects; represents Liberty Mutual by attending or presenting at industry forums
5
Experience For Commercial Insurance Business Consultant Resume
- Develops and maintains an agency plan capable of producing profitable premium volume sufficient to meet territory annual assigned goals. Through the use of agency analysis, evaluates agencies and initiates action plans, identifying and capitalizing upon production opportunities and improving results within the assigned territory
- Effectively executes best practices like coordinating and participating in agency reviews and applying call preparation methods, analyzing agency specific data and providing analysis and assessment of sales results for assigned group of agents
- Basic knowledge of Microsoft Office applications, such as Excel and
- Communicate with our Branch office Case Owners or involved parties to gather information on losses when applicable
- Complete assignments in a designated Share Point program
6
Experience For Director, Commercial Insurance Resume
- Create refund cards in various claims systems to reflect estimated claims exposures
- Prepare transparency/PDCS documents
- Process all types of endorsements
- Communcate with and service brokers
- Process cancellations, non renewals and reinstatements
- Audit CSR work when requested
7
Experience For Leave Specialist, Commercial Insurance Resume
- Update files and provide comprehensive reports as required. Adhere to customer service instructions in recovery efforts, status updates and notification of final disposition and reimbursement of damages or deductibles as applicable
- Apply refund check to appropriate claim exposure, refund card and reason code. Notify branch office of recovery amount and file disposition. Pend payments for insured's deductible or subrogation related expense payment appropriately. Adhere to appropriate payment settlement and authority
- Through direction of the ABI National Sales Leader, support the Commercial-Certified (CC) Exclusive Agent, Top Commercial Producer, and Industry Practice Leader community
- Responsible for strategies toward achieving sales objectives and territory management
- Continually monitors and reports competitor activities along with suggestions to improve company`s product and enhance the company`s competitive position in the marketplace
- Bachelors or equivalent. Experience
- Develops a team relationship with other departments, including Underwriting. Provides reports to Territory Managers/Sales Manager/Home Office as directed
8
Experience For Executive Assistant, Commercial Insurance Resume
- Effectively executes Agency Markets best practices like coordinating and participating in agency reviews and applying call preparation methods, analyzing agency specific data and providing analysis and assessment of sales results for assigned group of agents
- Experience in Insurance or 5+ years in outside marketing
- Take report and monitor claims (if applicable). Contact clients for collection of premiums as necessary and as according to BB&T procedures
- Provide information, assistance or problem resolution for participants (or their beneficiaries) within the plans
- Explain policies and procedures for all plans
9
Experience For Customer Info Rep, Commercial Insurance Resume
- Demonstrate knowledge to order and process new business, renewals and changes, understanding the coverage’s associated with the account and the impact of the insurance program
- Develops service plan with assigned agents and accounts
- Monitors status of action items and makes modifications to service plan based on feedback from the agent and policyholder
- Manages installation process for new and existing accounts, consults with internal functional representatives when necessary; ensures that understanding and agreement is reached on roles and responsibilities
- Loan Files: Compile and maintain loan servicing files. Arrange loan files in accordance with the department's policies and procedures
- Manages the delivery of services by all internal functional representatives through pro-active follow up and agent/customer communication
- Assist Team Members when needed
- Loan Preparation: Assists documentation specialists and loan administrators in the preparation of documentation packages by providing front-end expertise and support by obtaining appropriate insurance coverage for the Bank
- Loan Closing: Set up ticklers and monitor items required from Borrower as a condition of the loan closing, along with items required prior to the funding of any further loan advances
10
Experience For Client Service Manager, Commercial Insurance Resume
- Technical knowledge to include a thorough understanding of the commercial loan process, and complex commercial loan documentation, including real estate, and flood insurance
- Conducts analyses based on operational, economic and/or financial data in order to quantify the competitive performance of business segments, evaluate potential operational changes, and/or design new approaches and methodologies
- Analyzes information to identify trends, patterns, gaps and insights using descriptive analytics. Often uses data visualization tools to further business insights
- Builds the business case for making a change to current practices, programs or procedures. Conducts current state assessment, opportunity assessment, cost/benefit analysis, feasibility assessment, etc
- Partners with stakeholders on the design, testing, implementation, and evaluation of business process changes to improve business outcomes. Leads implementation and evaluation of business process changes or a portion of a larger initiative (e.g., major area within a function)
- Develops, updates, and analyzes metrics used to determine operational performance, staffing needs, productivity, or other measures deemed valuable to an organization
- Owns report development for reports/dashboards considered complex in nature. Develops, modifies, and distributes standard and ad hoc reports/dashboards to better understand the overall business and/or unit. Develops presentations and shares findings as well as recommendations
List of Typical Skills For a Commercial Insurance Resume
1
Skills For Technical Assistant, Commercial Insurance Resume
- Working directly with external marketing/sales personnel to assist in reports, data entry, visit scheduling, and new business prospecting
- Assisting multiple marketing specialists with requests as needed
- Working directly with claims professionals to assist in reports, data entry, Medicare compliance, injury and verdict research
- Assisting claims professionals with requests as needed
- Develops a team relationship with other departments, including Underwriting. Provides reports to Directors, Distribution and Home Office as directed
- Industry Knowledge: Stays current on issues impacting the industry by maintaining expertise in functional area
2
Skills For Recovery Technician, Commercial Insurance Resume
- Develops a team relationship with other departments, including Underwriting. Provides reports to Sr. Territory Managers/Region Managers/Home Office as directed
- We offer a matching 401K, a Retirement Plan, and a variety of Flexible Health Benefits
- Commercial Lines Property/Casualty underwriting
- Partner with Region Managers to create strategies toward achieving sales objectives and territory management
- Partner with Region Managers and Senior Territory Managers to create strategies toward achieving sales objectives and territory management
- This role can be seated in Greensboro or Charlotte
3
Skills For Recovery Specialist, Commercial Insurance Resume
- Windows-based PC with an image/document scanner
- Auto and General Liability Insurance
- Works with Brokerage staff to ensure business is processed appropriately including managing incoming workflow, initiating policy changes and managing policy documentation
- Provides field management and agents with vendor product expertise and support in their sales efforts via an internal sales support team. Works with the field to understand and plan for vendor product sales
- Proactively communicates across divisions to optimize sales opportunities and/or mitigate adverse risk by placing business appropriately either in American Family or in Brokerage
- Places business with brokerage partners by working with the field to fully understand the customers` needs and determining acceptability of partner insurance coverage based on underwriting guidelines or rules that best meet the needs of the customer
4
Skills For Commercial Insurance Account Specialist Resume
- Resolves questions and issues related to applications or policies issued by our vendors. This involves collaboration between operations, underwriting, vendor team/management and agent and field leadership
- Initiates and maintains positive relationships with the field to promote brokerage and alliance sales. Interprets the point of view of our customers and the field and suggests courses of action based on feedback. Represents the customer and the Agent in the home office
- Promotes sales by initiating contact with field management and agents to communicate product sales opportunities, sales strategies and product or procedure changes/enhancements
- Speak clearly, concisely and effectively
- Use proper grammar, spelling and punctuation when reviewing and/or editing documents for accuracy and completeness
- Make a decision or solve a problem by using logic to identify key facts, explore alternatives, and propose appropriate solutions
- Holds appropriate broker’s license - RIBO
- Communicate information and ideas clearly
- Property and Casualty License or ability to obtain within 90 days
5
Skills For Commercial Insurance Business Consultant Resume
- Insurance Sales Agents are successful when they have a drive to consistently achieve the best sales results and meet high volume deadlines in a call center environment
- Broad working knowledge of departments operations and objectives
- P&C licensure (Property & Casualty) or ability to obtain within 90 days of employment required
- Colorado Property and Casualty producer’s license
- Above average proficiency with standard office computer tools; i.e. Microsoft Office Suite, Outlook
6
Skills For Director, Commercial Insurance Resume
- Work in a positive team environment, and independently as appropriate
- At times, negotiate the renewal conditions for ancillary lines of coverage that are streamlined renewals
- Supports Commercial Insurance’s capital allocation, and provides technical review of and inputs to our economic capital model. Communicates these effectively to decision-makers and supporting staff
- Supports calculation of Commercial Insurance’s profitability targets – which drive indications, modeled premium and assessments of success/failure of CI profitability goals. Communicates these effectively to Corporate, to Finance, CI Segments, and to Product Management
- Develops a team relationship with other departments, including Underwriting. Provides reports to Territory Managers/Region Managers/Home Office as directed
7
Skills For Leave Specialist, Commercial Insurance Resume
- Effectively executes Liberty Mutual’s best practices like coordinating and participating in agency reviews and applying call preparation methods, analyzing agency specific data and providing analysis and assessment of sales results for assigned group of agents
- Optimizes travel arrangements (transportation, accommodations, agenda) based on the executive’s travel needs and preferences. Manages complex itineraries, to include any changes. Enables remote decision-making. Processes related expenses
- Assists in keeping the executive(s) well organized, to include online retrieval and archiving of documents as well as supporting the Company’s records and retention schedule
- Develop strong knowledge base of each jurisdiction’s Auto Subrogation requirements
- Be internally inspired to perform a task to the best of one’s ability using his or her own drive or initiative
8
Skills For Executive Assistant, Commercial Insurance Resume
- Knowledge of all forms of property and casualty coverage rating
- Actively participates in MMA’s Commercial Insurance Managers calls and meetings and shares information about resource and solutions with colleagues
- Communicates with policyholders and our insured’s employees in order to obtain damage estimates
- Knowledge of software applications such as Microsoft Excel highly desired.
- Performing administrative assignments, participation in special projects as assigned and the opportunity to develop an understanding of underwriting and product guidelines as well as policy language
- Researches an issues’ root cause, implements, and resolves policy-related issues
- Interprets and evaluates policy terms to ensure adequate coverage for Client’s identified exposures
- Time Management and Organization: Uses a range of skills, tools, and techniques to manage time when accomplishing specific tasks, projects and goals; this includes planning, allocating, setting goals, delegation, analysis of time spent, monitoring, organizing, scheduling, and prioritizing
9
Skills For Customer Info Rep, Commercial Insurance Resume
- Client Focus: Practices Lockton’s motto, “We Live Service,” while serving Clients’ needs, nurturing effective Client relationships, and contributing to the overall success and satisfaction of Lockton
- Reliability: Completes tasks and job functions on time, while meeting or exceeding expectations; carries a trusted reputation for dependability, honesty, consistency, and commitment
- Communication: Expresses ideas clearly, listens effectively, shares information appropriately, demonstrates interpersonal skills, and resolves conflict as needed
- Data entry associated with conditional payment workflow. Specifically documenting referral information into Excel based tracking sheet and lien information into claim files
- Following established procedures and using standard templates, secures authorizations (if applicable) and insures access to online Medicare Secondary Recovery Portal
- Assists the Claims Organization in resolving Conditional Payment-related issues/questions
- Prepares information to make electronic online referrals to Medicare Vendor for conditional payment negotiations
- General knowledge of Microsoft Office Suite applications, specifically Outlook, Word, and Excel
10
Skills For Client Service Manager, Commercial Insurance Resume
- Performing administrative assignments, participation in special projects as assigned and the opportunity to develop an understanding of claims professionals and policy language
- Investigates and identifies third parties, determines liability, and uses all available resources to maximize the recovery
- Review new assignments and make assignment decisions based on complexity and reserves
- Communicate with branch office case managers, policyholders, injured employees, witnesses, claimant and involved parties, etc. in order to gather information regarding the loss and uses internal and external resources when appropriate
- Notify third party and/or third party insurance carrier of our subrogation and right of recovery. Make appropriate referrals to legal counsel to initiate litigation or intervene when appropriate
- Post Action Plan in electronic file outlining the course of action to bring the subrogation claim to resolution with target dates. Ensure claim file has all documents to support subrogation recovery efforts. Manage a timely diary and follow up system on case assignments
- Use sound communication skills to successfully negotiate recoveries with attorneys, third parties and/or co-defendants in coordination with branch office efforts to resolve the claim
- Update files and provide comprehensive reports as required. Adhere to SSI in recovery efforts, status updates and notification of final disposition and reimbursement of damages or deductibles as applicable
- Apply refund check to appropriate claim exposure, refund card and reason code. Notify branch office of recovery amount and file disposition. Pend payments for insured's deductible or subrogation related expense payment appropriately
List of Typical Responsibilities For a Commercial Insurance Resume
1
Responsibilities For Technical Assistant, Commercial Insurance Resume
- Support producers in obtaining underwriting information for the marketing of new and renewal business
- Leverage company website portals for quoting, requesting changes and monitoring policy activities as appropriate
- Receives, evaluates and responds to data-related inquiries by applying knowledge of data and business operations and obtaining information from various sources
- Develops a team relationship with other departments, including Underwriting. Provides reports to Director of Distribution/Division/Home Office as directed
- Advances strategies toward achieving sales objectives and territory management
- Effectively executes Business Insurance best practices and standard work like coordinating and participating in agency reviews and applying call preparation methods, analyzing agency specific data and providing analysis and assessment of sales results for assigned group of agents
- Experience: 3 years experience in Insurance or 5+ years in outside marketing
2
Responsibilities For Recovery Technician, Commercial Insurance Resume
- Build trusting client relationships and advise producers of additional or enhanced coverage for new business and renewal negotiation
- Work with insurance company underwriters on new and renewal business to obtain the best insurance product for the client at competitive pricing
- Prepare and maintain complete and accurate marketing files/submissions in Agency Management System (Epic)
- Seek opportunities to make qualified referrals to service partners, creating deeper client relationships
- Assist in maintaining agency’s retention and growth strategies
- Shift available is either 8:45am-5pm or 9 am-5 pm
- Maintain a professional partnership with our producers, service partners, clients, company representatives and underwriters
3
Responsibilities For Recovery Specialist, Commercial Insurance Resume
- Provide in depth, attentive service to an assigned book of business for large commercial lines accounts
- Monitor monthly expiration list closely and initiate renewal activity as established by internal procedures for assigned accounts
- Respond promptly to all service requests from clients and producers and maintain accurate client history in the Agency Management System (Epic)
- Seek opportunities to proactively increase industry knowledge
- General knowledge of the department's operations and objectives desirable.
- Train other CSR's
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