Amanda Svensson
Trigg,WA
Summary
Detail-oriented and results-driven Account Executive with 2+ years of experience in the Commercial Insurance Broking industry. Proven track record of effectively managing client portfolios, analyzing risk, and providing tailored insurance solutions. Seeking an opportunity to contribute my expertise in a dynamic and growth-oriented brokerage that values personal development.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Account Executive
Marsh
01.2023 - 06.2023
- Cultivated and managed a mid-sized portfolio of commercial (SME) clients, consistently hitting retention and sales targets.
- Conducted thorough risk assessments and provided personalised insurance solutions to meet clients' needs.
- Coordinated and prepared documents for renewals, new business, quoting and remarketing processes across the portfolio.
- Collaborated with underwriters to negotiate favourable terms and ensure optimal coverage for clients.
- Developed and maintained strong relationships with insurance carriers to stay abreast of industry trends and product offerings.
- Conducted regular policy reviews to identify opportunities for upselling and cross-selling additional coverage.
- Besides managing my own portfolio, I assisted senior brokers on key corporate accounts as well as led the training of new colleagues in the commercial team.
Assistant Account Executive
Marsh
01.2021 - 01.2023
- Assisted senior brokers in the Commercial and Construction teams with client acquisition and prospecting as well as managed my own book of small-sized clients.
- Prepared and presented insurance proposals to clients, effectively communicating complex coverage details in a clear and understandable manner.
- Coordinated with claims department to ensure timely and satisfactory resolution of client claims.
Digital Marketing Coordinator
JourneyOne
08.2019 - 12.2020
- Developed and implemented campaigns for email, online advertising, search engines and direct mail.
- Rewrote website copy, authored blog posts and updated social media platforms to strengthen client digital presence.
- Conducted market research by analyzing industry trends, consumer demographics and competitor activities to inform marketing strategy.
- Created reports on digital marketing efforts using analytics tools to track and measure digital marketing success for management.
- Optimized company website to improve engine ranking, user experiences and conversion rates.
Education
Bachelor of Commerce - Economics & Marketing Double Major
Curtin University
Perth, WA07.2019
Skills
- Client Relationship Management
- Risk Analysis
- Policy Review and Analysis
- Negotiation and Communication
- Detail Oriented
- Organisational Skills
- Time Management
- Insurance Product Knowledge
- Sales and Business Development
- Regulatory Compliance
- Microsoft Office Suite
Certification
Tier 1 Insurance Broking Compliance (ASIC RG146)
Reference
Ursula De Bruyn - Principal at Marsh
Phone: 0427 179 624
Timeline
Account Executive
Marsh
01.2023 - 06.2023
Assistant Account Executive
Marsh
01.2021 - 01.2023
Digital Marketing Coordinator
JourneyOne
08.2019 - 12.2020
Bachelor of Commerce - Economics & Marketing Double Major
Curtin University
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