A Commercial Account Representative works with specific clients of the allotted region and take efforts to set up, promote, and develop business-to-business sales. Common work activities associated with this role are listed on the Commercial Account Representative Resume as – meeting clients of a specified regional area; promoting products, training clients; handling market research and budget reports; striving to increase the quota, and meeting the set goals of the company.
Those seeking this job role should have strong and excellent communication skills and have a good working knowledge of the product or service. Other crucial skills include the ability to see past objections to identify solutions; patience, diligence; and a pleasant demeanor; and a goal-oriented approach. Entry-level roles need only a high school diploma or GED. However senior-level posts require a degree in marketing and several years of work experience.
Headline : Seeking an Account career based-opportunity in a stable organization with longevity and growth and use my previous experience for the development
Skills : Microsoft Word, Claims Processing, Organizing.
Description :
Worked directly with Producers and Clients within the book of business.
Requested Quotes for Commercial Clients for Various lines of Business.
Entered client information for online quoting and prepared Proposals for new and renewal commercial business.
Prepared New Business, entered initial date for new clients, assisted in the marketing process as directed Process Commercial Insurance policies new business and renewal business.
Treated endorsements for changes to existing Commercial policies and invoice Agency bill clients for additional premiums as well as process check requests for return premiums.
Treated Bonds and Bid Bonds for Commercial clients.
Processed year-end audits for Commercial clients whose policies require audits.
Assisted in covering the front desk as needed, duties include, answering incoming calls, assisted walk-in clients, processed daily mail, processed carrier notices, and daily check log.
Experience
5-7 Years
Level
Executive
Education
GED
Commercial Account Representative Resume
Headline : Senior Commercial Account Representative with over 7 years of sales/customer service experience in multiple industries beverage, list management, hospitality, and energy markets and have taken the different experiences from each job to enhance and build me personally and professionally.
Analyzed client needs, and responding to inquiries and requests for information; invoicing; preparing and/or reviewing documents to assure accuracy and completeness; inputting and maintaining accuracy and completeness of policy management systems and files; market new and existing business.
Processed premium finance agreements. Prepared proposals, schedules, and ordered loss run.
Completed applications and submit applications to eligible and appropriate carriers and followed up to ensure timely receipt of quotations and policies.
Ordered and issued binders, certificates, policies, endorsements, and motor vehicle reports.
Processed renewals, new business, reviewed audits of policies; verify the accuracy, and facilitates corrections, as needed, between client and carrier.
Processed and followed up on cancellation requests to carriers to ensure accurate and timely resolution.
Identified exposure to lose and recommends appropriate coverage.
Solved customer complaints and issues in a timely manner.
Experience
5-7 Years
Level
Executive
Education
MBA In Business
Commercial Account Representative Resume
Objective : To obtain a permanent Commercial Account Representative position which will allow me to further make use of my existing skills and enable me to acquire new abilities.
Skills : Answering Phones, Multi Line Phone System, Spreadsheets.
Description :
Closed commercial and residential sales in deregulated energy markets.
Renewed, retained, and enrolled commercial and residential contracts.
Built/maintained relationships.
Followed up with contacts, keeping track of appointments, prioritizing tasks.
Provided savings analysis. Worked in a team environment.
Maintaining a sales book minimum of $700,000.
Made decisions and took initiative even under stress.
Experience
2-5 Years
Level
Junior
Education
Bachelor's in Finance
Commercial Account Representative Resume
Headline : To obtain a challenging Bachelor's in Finance Commercial Account Representative position with a dynamic healthcare organization that will utilize my strengths in product/service promotion, client management, and relationship building to generate market growth and improved patient outcomes.
Trained new and renewal applications for commercial accounts.
Processed renewal policies, endorsements, and audit Significant data entry and billing.
Led medium-sized accounts utilizing the AMS computer system, Reviewed insurance specifications, and processed policy changes, and completed renewal.
Conducted mid-sized accounts by telephone, fax, email, and mail, Processed renewal policies, endorsements, and audits, and Reviewed specifications.
Responsible for service and sales of Excess Liability Coverage mainly for large trucking accounts Excess coverage.
Called on small to large corporate companies & financial institutions for all their reproducing document needs.
Serviced existing customers while maintaining a database forecasting solutions for future needs and contract renewals.
Experience
2-5 Years
Level
Junior
Education
High School Diploma
Commercial Account Representative Resume
Headline : To obtain a Commercial Account Representative position with a company that will recognize and allows me to utilize my experience as a top-performing sales professional with twenty years' experience in B2B sales acquisition and maintenance; a consistent record of exceeding goals; extensive experience managing business growth, planning, implementing, and overseeing effective sales, marketing and business programs; strong expertise in hiring, training and mentoring team members towards increased responsibilities.
Skills : Account Management, Business Development, Customer Retention.
Possessed a high level of administrative competence managing files and records Manage financial responsibilities such as processing cash, card, check.
Turned 5 account prospects into new customers yielding $75,000 incremental revenue.
Provided product education and recommendations to customers insuring all products were consumer-relevant and customer appropriate.
Promoted to the E-Business coordinator.
Processed renewals for commercial policies of various sizes.
Quoted varies in online insurance programs. Processed Certificates of Insurance.
Experience
5-7 Years
Level
Executive
Education
Bachelor's In Finance
Commercial Account Representative Resume
Objective : Over 4 years of experience as Commercial Account Representative responsible in leading project teams through the analysis, design, development, testing, implementation, and maintenance phases; Analytics solutions across several industries, including Financial Services, Aviation, Higher Education, Non-Profit, Consumer Products, Pharmacy Benefits, Insurance, Energy, and Marketing.
Skills : Business Development, Customer Relations, Customer Retention.
Description :
Processed documents and requests received for policy issuance, change, renewal, or cancellation according to the established procedures.
Determined and calculated premiums for the renewal of insurance policies.
Communicated with company personnel, agents, and vendors to resolve problems and obtained the information needed to process policies.
Created automated rating worksheets in excel for account Representatives to more efficiently perform their duties.
Led the initiative to roll-out the rating worksheets to all satellite offices.
Processed applications for new & renewal business.
Ordered motor vehicle records & loss runs, provided to managers/underwriters.
Experience
2-5 Years
Level
Junior
Education
MS In Accounting
Commercial Account Representative Resume
Headline : Looking for a Commercial Account Representative position with experience in continuous process improvement, quality services, customer relations, third party account processing, and employee supervision.
Skills : Microsoft Office, Account Management, Data Entry.
Description :
Processed credit cards, daily wired funds, and bank invoices while ensuring same-day processing.
Recorded and filed tabulations of correspondences, retrievals, returned checks, and payment investigation.
Faxed third party client daily reports of volumes and dollars processed.
Created and maintained monthly reports of volumes and dollars processed exceptions, and items requiring special handling.
Verified and updated customer accounts information and resolved discrepancies.
Processed daily production and exception payments on various types of mail extraction equipment.
Managed the company's largest accounts while operating as a Commercial Account Representative.
Conducted meetings with sales representatives and management to identify and improve areas of concern and potential issues.
Approved and maintained records on payment plans and bankruptcies.
Experience
5-7 Years
Level
Executive
Education
GED
Commercial Account Representative Resume
Objective : Commercial Account Representative professional with experience in both staffing and administrative work. Strong project management, planning, and leadership skills. Demonstrated performance to objectively organize time and resources for multiple regions and accounts. Ability to communicate both up and down the executive ladder.
Performed personal banking/ teller duties. Received a large volume of deposits.
Promoted, sold, and referred to products and services.
Established, developed, retained, and deepened long term relationships.
Handled account termination upon request; assisted customers to retain accounts when possible.
Serviced and maintained key corporate accounts, compiled records, and provided exceptional product support and customer service.
Planned and facilitated product specifications and objectives with Planning, Paint, Art, and Shipping Departments.
Performed all administrative functions such as computer data entry, operated a multi-line phone system with a headset, and all general office equipment.
Experience
2-5 Years
Level
Junior
Education
Diploma In General
Commercial Account Representative Resume
Headline : To find stable, long term employment with a growing company. Seeking opportunities for advancement in a challenging position almost two decades of experience to offer.
Skills : Customer Accounts, Data Entry, Project Management.
Description :
Processed service and/or account orders for customer accounts with accuracy and efficiency so that all requests are completed in a timely manner to the standards of the department benchmark.
Processed removals of service. Each representative is to offer an incentive to the customer to keep them from leaving.
Greeted and assisted customers to resolve and/or help with their needs as they relate to the services provided.
Engaged in consistent, excellent relationship management by following up with customers via phone and other means to inquire that their new or upgraded services are to their standards and welcome them as a valued customer.
Pro-actively promoted and up-sell all products and services.
Made follow-up sales call to existing customers and make win-back calls to inactive customers that have removed services in efforts to reduce customer churn.
Processed collection activities to reduce write-offs.
Maintained customer satisfaction levels at the Business Development Team benchmark in relation to the company Net Promoter Score.
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