Established [Number] new accounts in a single year through successful client development.
Retained [Number]% of policyholders during annual renewal period.
Processed applications, payments, corrections, endorsements and cancellations.
Developed, implemented and monitored new underwriting guidelines for the agency.
Compiled coverage and rating information in an accessible format.
Prepared necessary paperwork to process insurance sales and renewals.
Submitted up-to-date activity and production logs to agency management for review.
Pursued continuing education and training programs to continue professional development.
Managed over [Number] policy renewals each year.
Followed up with potential clients regarding online information requests.
Developed productive working relationships with car dealers, loan processors and other business partners in the community.
Researched coverage and premium options and supplied clients with the best coverage available.
Promoted client retention through high-quality service and follow through.
Presented account proposals in a professional and timely manner.
Organized weekly sales reports for the sales department to track product success.
Created new processes and systems for increasing customer service satisfaction.
Developed highly empathetic client relationships and earned reputation for exceeding sales goals.
Generated leads for new sales through telephone and email contact with customers.
Account Management, Accounting, Accounts Receivable, Agency, billing, bind, Client, clients, data entry, delivery, Document Management, Documentation, E-mail, Staff Training, finance, funds, Insurance, policies, Processes, producer, proofing, proposal, underwriting, annual reports
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