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assistant manager resume example with 6+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Summary

Talented Personal Lines Account Manager and team leader offering 7 years of success in insurance agency environments. Strategic thinker with multi-carrier and agency management systems proficiency. Committed to identifying and leveraging opportunities for growth. Currently hold CISR Designation & working towards AIC.

Skills
  • Sales monitoring
  • Product and service knowledge
  • Project management abilities
  • Orientating and training
  • Staff development
  • Staff training and development
  • Retail operations management
  • Marketing tactics
  • Microsoft Office expertise
  • Customer rapport
  • Time Management
  • CRM
  • Customer relations
  • Training and Development
  • Adobe Creative Suite (Photoshop, Illustrator, Dreamweaver)
  • Cross-selling and upselling
  • Email marketing
  • Customer follow-up
  • Asset protection expertise
  • Policy adjustment knowledge
  • Insurance sales strategy
  • Lead development
  • Client retention
  • Client account management
  • Supervision
  • Project organization
  • Communications
  • Invoice generation
  • Problem resolution
  • Analyzing data
  • Developing policies
  • Quoting and pricing policies
  • Managing risk
  • Renewing policies
Experience
Assistant Manager, 02/2019 - Current
Duchess Shoppe Heath, OH,
  • Planned and prepared workflow schedules, delegating tasks for a 7-member team.
  • Enhanced sales by implementing merchandising and promotional improvements.
  • Enforced company policies and procedures to strengthen operational standards across departments.
  • Drove operational efficiency, building customer rapport to foster loyalty and increase sales.
  • Conducted job interviews, led employee performance evaluations with constructive feedback and rewarded top sales performers to attract and retain top-quality personnel.
  • Completed inventory audits to identify losses and project demand.
  • Analyzed monthly sales and performance reports to support operational planning and strategic decision making.
  • Cultivated hands-on training, assessment, guidance and performance monitoring programs to coach and mentor employees.
  • Mentored staff to enhance skills and achieve daily targets, using hands-on and motivational leadership.
  • Oversaw team development according to industry service standards to further customer loyalty.
  • Directed and led employees, supervising activities to drive productivity and efficiency.
  • Secured revenue, accurately monitoring transactions and deposits to eliminate discrepancies.
Personal Lines Account Manager, 04/2017 - 12/2018
Ima Financial Group, Inc Fort Collins, CO,
  • Provided quick turnaround time when customers called with questions, usually within 2 hours.
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
  • Streamlined operational efficiencies by researching problems and delivering speedy issues resolution.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Developed insurance cross-selling opportunities in partnership with multiple carriers.
  • Drove client retention by increasing savings opportunities and identifying premium discounts.
  • Cultivated lasting professional relationships, which created continuous client referral streams within community.
  • Reviewed insurance inquiries, working effectively to accommodate various requests to build agency's reputation as service provider.
  • Delivered outstanding customer service and built rapport with clients.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Generated new leads and identified potential clients by using successful direct marketing strategies.
  • Reviewed coverage plans and strategic initiatives, determining how best to align new offerings with business goals.
  • Maintained pleasant and cordial attitude at all times, even when issues arose.
  • Leveraged industry trends to shape solutions and approaches.
Commercial Lines Account Manager, 08/2016 - 04/2017
Ici Staffing Medinah, IL,
  • Increased product knowledge and understanding of industry best practices through completion of continuous education.
  • Aimed to increase sales pipeline through marketing emails, cold-calling and referral management.
  • Cultivated impactful relationships with customers and drove business development by delivering product knowledge.
  • Achieved top satisfaction, retention and referral rankings on consistent basis.
  • Achieved high sales percentage with consultative, value-focused customer service approach.
  • Worked with marketing, brokers and carriers to develop customer service improvement initiatives.
  • Drove client retention by increasing savings opportunities and identifying premium discounts.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
  • Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
  • Demonstrated self-reliance by meeting and exceeding workflow needs.
  • Recognized by management for providing exceptional customer service.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
Personal Lines Account Manager, 06/2014 - 02/2016
Ima Financial Group, Inc Mount Pleasant, MI,
  • Conducted annual policy reviews to identify new risk exposures such as Umbrella Liability and Small Business Insurance and recommended additional coverage to clients.
  • Verified clients received optimal coverage by thoroughly researching available providers and coverage and premiums.
  • Called insurance companies to ascertain pertinent information regarding policies and payment benefits for patients.
  • Checked documentation for appropriate coding, catching errors and making revisions.
  • Recognized by management for providing exceptional customer service.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Provided quick turnaround time when customers called with questions, usually within 2 hours.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Cultivated lasting professional relationships, which created continuous client referral streams within community.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
  • Generated new leads and identified potential clients by using successful direct marketing strategies.
Education and Training
Property & Casualty License: Insurance, Expected in 06/2014
-
Montgomery Insurance School - ,
GPA:
Status -
Associate of Applied Science: Criminal Justice, Expected in 05/2007
-
SUNY Suffolk - Brentwood, NY,
GPA:
Status -
High School Diploma: , Expected in 08/2003
-
Lindenhurst Senior High School - Lindenhurst, NY
GPA:
Status -

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Resume Overview

School Attended

  • Montgomery Insurance School
  • SUNY Suffolk
  • Lindenhurst Senior High School

Job Titles Held:

  • Assistant Manager
  • Personal Lines Account Manager
  • Commercial Lines Account Manager
  • Personal Lines Account Manager

Degrees

  • Property & Casualty License
  • Associate of Applied Science
  • High School Diploma

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