Laurel O'Brien
17660 Delta Street, Broomfield
Summary
Dynamic Account Executive with a proven track record at Crest Insurance Group, excelling in client relationship management and insurance underwriting. Adept at negotiating competitive policy terms and preparing tailored proposals, I foster strong client connections and drive successful outcomes through effective communication and collaboration. Committed to delivering exceptional customer service and risk assessment expertise.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Account Executive
Crest Insurance Group of Colorado
Arvada
10.2024 - Current
- Developed strong relationships with clients through regular communication and follow-ups.
- Managed client accounts by addressing inquiries and resolving issues promptly.
- Managed client accounts and maintained strong relationships with policyholders.
- Reviewed insurance applications and assessed risk factors for policy underwriting.
- Prepared and presented insurance proposals tailored to client needs.
- Coordinated with underwriters to ensure timely processing of policies and claims.
- Assisted clients in understanding coverage options and policy details.
- Monitored renewal dates and contacted clients for policy updates.
- Collaborated with team members to resolve client inquiries effectively.
- Utilized agency management software to track account activity and documentation.
- Maintained accurate records of client accounts, including policy documents, endorsements and invoices.
- Negotiated with underwriters on behalf of clients to secure the most competitive terms and pricing.
Account Executive
Alliance Insurance Agency Of Mankato
Arvada
12.2011 - 09.2024
- All of the above as Alliance was acquired by Crest Group in October of 2024.
Education
Associate of Science - Business
Front Range Community College
Westminster, CO06-2010
Skills
- Client relationship management
- Insurance underwriting
- Proposal preparation
- Account management
- Risk assessment
- Policy negotiation
- Agency management software
- Customer service
- Communication skills
- Team collaboration
Certification
- P&C License
- CISR Designation
Timeline
Account Executive
Crest Insurance Group of Colorado
10.2024 - Current
Account Executive
Alliance Insurance Agency Of Mankato
12.2011 - 09.2024
Associate of Science - Business
Front Range Community College
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