Josh Daume
Oak Ridge
Summary
Enterprising Commercial Lines Account Manager aiming to leverage 4 years of insurance expertise to contribute immediate value to the commercial team. Well-versed in business development strategy and marketing initiatives. I enjoy speaking with clients daily and pride myself on superior customer service with clients and other professionals I deal with. I have 3 years of insurance sales experience as well.
Overview
9
9
years of professional experience
Work History
Commercial Lines Account Manager
First State Insurance Agency
06.2023 - Current
- Maintained consistent knowledge of industry products and attended continuous education events to increase product knowledge.
- Provided informed guidance to assist clients in choosing commercial insurance products to suit business needs.
- Educated clients on insurance policies and procedures.
- Researched and identified potential new markets.
- Processed Certificates and Evidences of Insurance
- Marketed new business and renewal accounts as needed
Commercial Lines Account Manager
Lakenan Insurance
04.2022 - Current
- Maintained consistent knowledge of industry products and attended continuous education events to increase product knowledge.
- Provided informed guidance to assist clients in choosing commercial insurance products to suit business needs.
- Managed accounts in all 50 states
- Processed endorsements, certificates, and evidences
- Shopped renewals and new business accounts
Commercial Lines Account Manager
Arnold Insurance Company
01.2019 - 03.2022
- Maintained consistent knowledge of industry products and attended continuous education events to increase product knowledge.
- Provided informed guidance to assist clients in choosing commercial insurance products to suit business needs.
- Managed accounts in Missouri, Oklahoma, Arizona, Louisiana, Colorado, and Tennessee markets
- Processed endorsements, certificates, and evidences
Financial Representative
Northwestern Mutual
01.2015 - 12.2018
- Met with customers to assess needs, financial status and eligibility.
- Managed finances and overall business direction through solutions-oriented problem-solving.
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
- Handled incoming payments and outgoing disbursements.
Education
Associate of Science - Computer And Information Sciences
Southeast Missouri State University
Cape Girardeau, MO05.2018
Skills
- Underwriter Selection
- Applied Epic Software
- Insurance Coverage Verification
- Form Completion and Submission
- Insurance Sales
- Microsoft Office Programs
- Client Prospecting
- Verbal and written communication
Timeline
Commercial Lines Account Manager
First State Insurance Agency
06.2023 - Current
Commercial Lines Account Manager
Lakenan Insurance
04.2022 - Current
Commercial Lines Account Manager
Arnold Insurance Company
01.2019 - 03.2022
Financial Representative
Northwestern Mutual
01.2015 - 12.2018
Associate of Science - Computer And Information Sciences
Southeast Missouri State University
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