Brandy Hunt
Purvis
Summary
Experienced Commercial Lines Account Manager with over 20 years in client engagement, compliance assessment, and risk evaluation. Specializes in optimizing coverage and facilitating effective communication between clients and carriers. Focused on enhancing client satisfaction and driving business growth through strategic account management.
Overview
24
24
years of professional experience
Work History
Commercial Lines Account Manager
Ross & Yerger
Jackson
09.2024 - Current
- Managed client accounts and maintained comprehensive policy documentation.
- Collaborated with underwriters to secure optimal coverage for clients.
- Conducted regular policy reviews to ensure compliance and client satisfaction.
- Facilitated communication between clients and insurance carriers effectively.
- Resolved client inquiries and issues in a timely manner.
- Prepared detailed reports on account status and coverage changes.
- Assisted in training new team members on account management processes.
- Reviewed client policies and identified areas of potential risk or coverage gaps.
- Developed strong relationships with clients through proactive engagement strategies.
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Increased product knowledge and understanding of industry best practices through completion of continuous education.
- Built strong working relationships with underwriters to secure favorable terms and pricing for clients.
- Prepared proposals for new business, renewals and endorsements.
- Responded promptly to inquiries from internal staff and external customers.
- Negotiated terms and conditions on behalf of clients with carriers.
- Researched and resolved billing discrepancies in a timely manner.
Commercial Lines Account Manager
Cadence Insurance
Hattiesburg
10.2002 - 08.2024
- Managed client accounts and maintained comprehensive policy documentation.
- Collaborated with underwriters to secure optimal coverage for clients.
- Conducted regular policy reviews to ensure compliance and client satisfaction.
- Resolved client inquiries and issues in a timely manner.
- Prepared detailed reports on account status and coverage changes.
- Assisted in training new team members on account management processes.
- Increased product knowledge and understanding of industry best practices through completion of continuous education.
- Prepared proposals for new business, renewals and endorsements.
- Responded promptly to inquiries from internal staff and external customers.
- Analyzed data from multiple sources to create reports that informed decisions about policy changes or adjustments.
- Researched and resolved billing discrepancies in a timely manner.
- Drafted renewal letters outlining policy changes or updates.
- Participated in sales presentations with prospects and existing clients.
- Ensured accuracy of all documentation including applications, invoices, certificates of insurance.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Contacted underwriters and submitted forms to obtain binder coverage.
Education
CISR Elite Designation
Risk & Insurance Education Alliance
06-2026
CIC Designation
Risk & Insurance Education Alliance
12-2022
CISR Designation
Risk & Insurance Education Alliance
12-2021
High School Diploma -
Jackson High School
Jackson, LA05-1991
Skills
- Client account management
- Account management
- Risk assessment
- Compliance assessment
- Policy renewal process
- Business proposals
- Customer relationship management
- Client relationship building
- Team collaboration
- Marketing services
- Continuous education
Timeline
Commercial Lines Account Manager
Ross & Yerger
09.2024 - Current
Commercial Lines Account Manager
Cadence Insurance
10.2002 - 08.2024
CISR Elite Designation
Risk & Insurance Education Alliance
CIC Designation
Risk & Insurance Education Alliance
CISR Designation
Risk & Insurance Education Alliance
High School Diploma -
Jackson High School