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Rita Olesen

@ritaolesen

Commercial Lines Account Manager at Corporate Four Insurance Agency, managing a $3 million commercial premium book.

At Corporate Four Insurance Agency, I managed a $3,000,000 premium book of commercial insurance accounts, including complex and high-premium accounts. I handled renewals, endorsements, policy reviews, certificates of insurance, premium audits, and claims assistance while coordinating with clients, producers, underwriters, and carrier partners.

Previously, I managed commercial accounts at EPB Insurance and AssuredPartners. I earned my Property & Casualty license at AssuredPartners, hold the CISR designation, and am pursuing the CIC designation.

Experience

Work history, roles, and key accomplishments

Commercial Lines Customer Service Agent

Corporate Four Insurance Agency

Jan 2023 - Jan 2026 (3 years)

Managed a $3,000,000 premium book of business, providing day-to-day account management for commercial insurance clients. Handled renewals, endorsements, certificates of insurance, billing, premium audits, claims assistance, and policy reviews while coordinating with clients, producers, underwriters, and carrier partners.

AMS360 Commercial Lines Account Management Renewals Endorsement Certificates of Insurance Billing Premium Audit Claims Assistance Policy Reviews Customer Relationship Management Carrier Coordination

Commercial Lines Customer Service Agent

EPB Insurance

Jan 2020 - Jan 2023 (3 years)

Managed commercial accounts throughout the policy lifecycle, including renewal preparation, coverage review, policy servicing, and endorsements. Processed certificates of insurance, premium audits, billing requests, and claims-related inquiries while coordinating with insureds, producers, underwriters, and carrier partners.

Commercial Lines Account Management Renewals Coverage Review Policy Servicing Endorsement Certificates of Insurance Premium Audit Billing Claims Client Coordination

Commercial Lines Customer Service Agent

AssuredPartners

Jan 2016 - Jan 2020 (4 years)

Joined the agency as a receptionist, earned Property & Casualty license, and advanced into a Commercial Lines CSA role. Supported a portfolio of commercial insurance clients with day-to-day account management, policy servicing, and administrative support, processing renewals, endorsements, certificates of insurance, billing, premium audits, and policy documentation.