Danyel James
Covington
Summary
Knowledgeable Commercial Insurance Account Manager with solid background in managing diverse commercial portfolio and providing strategic support to clients. Successfully facilitated policy renewals and addressed client inquiries, ensuring seamless operations. Served as the primary point of contact for commercial insurance clients, building relationship through responsive service.
Overview
8
8
years of professional experience
Work History
Commercial Lines Account Manager
Erwin Insurance Agenccy
06.2021 - Current
- Collaborated with underwriters to ensure accurate policy issuance and appropriate coverage levels.
- Managed a diverse commercial accounts portfolio ranging from small businesses to large enterprises, including key clients in local government, healthcare, construction, oil & gas, and other industries.
- Managed end-to-end billing cycles, including invoice generation, billing discrepancies, and timely collections.
- Streamlined policy renewals for timely processing, ensuring continuous coverage for clients.
- Prepared orders and issued binders, proofs of insurance and endorsements for delivery to clients.
Food & Beverage Customer Service
La Carreta Hwy 190
06.2017 - 05.2021
- managed high volume customer interactions, ensuring satisfaction and conflict resolution in fast-paced environments
- streamlined workflow by managing simultaneous tasks in dynamic settings
- processed payments, balanced registers and tracked inventory
Education
Bachelor of Arts - Marketing
Southeastern Louisiana University
Hammond, LA05-2019
Skills
- Account management
- Client relationship building
- CRM proficiency (AMS360)
- Data entry
- Cross-Selling & Upselling
- Policy renewals
Timeline
Commercial Lines Account Manager
Erwin Insurance Agenccy
06.2021 - Current
Food & Beverage Customer Service
La Carreta Hwy 190
06.2017 - 05.2021
Bachelor of Arts - Marketing
Southeastern Louisiana University
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