LiveCareer-Resume

high net worth client manager resume example with 20+ years of experience

Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
:
Summary

A performance-driven individual with over 20+ years of experience in insurance products and superior customer service. Highly organized and success at completing tasks in a high-volume setting. Courteous and cordial with a desire to take on challenges at a new company.

Skills
  • Compelling leadership skills.
  • Thorough knowledge of personal lines and commercial lines insurance products and marketing.
  • Eager to meet new challenges and quick learner.
  • Highly self-motivated with organizational skills, dependable, and hard working.
  • Immense ability to work with team members, in a collaborative manner.
  • Proficient in using Epic, TAM, AMS 360, Insurance Rating software, Microsoft Office and Internet.
  • Expertise in analyzing problems and developing effective strategies to solve them
Certifications
  • Property and Casualty Insurance License - 2001
  • Life Insurance and Annuity Contract License - 2008
  • Health License - 2014
Experience
The Shipyard - High Net Worth Client Manager
Newport Beach, CA, 10/2019 - Current
  • Perform all phases of new business and renewals including preparation of applications, negotiation with underwriters, obtaining quotes, and creating proposals.
  • Maintains insurance records for accounts including hard copy files, data management, coding and calculating information into Agency management system.
  • Focused on achieving highest level of expectations to meet client and company satisfaction.
  • Engage clients and provided high level of service by carefully explaining details about policy coverages.
  • Promptly responded to reported claims by communicating with customers and reporting information.
  • Supported accounting functions by assisting with accounts receivables and accounts payable.
  • Follow up with clients to check on changing needs and propose new offerings.
  • Drove client retention by increasing savings opportunities and identifying premium discounts.
  • Presented and clearly explained insurance policy options based on clients' needs and goals.
  • Researched coverage and premium options and supplied clients with best coverage available for individual needs.
  • Performed comprehensive risk assessments to devise cross-functional solutions for life insurance, annuities, health insurance, disability insurance and long-term care policies.
Million Air - Account Manager
North Syracuse, NY, 06/2014 - 09/2019
  • Monitor and review all new personal and commercial lines business from producers.
  • Documented detailed records of customer interactions and activities in Epic.
  • Work with clients and insurance carriers to resolve escalated service issues, claims and billing issues.
  • Educate staff on new insurance products and underwriting guidelines.
  • Analyzed high net worth clients’ policies and provided high level of service by explaining insurance coverages.
  • Maintained client files on agency management system and perform or oversee all key servicing aspects of accounts, to include processing renewals, finance agreements, quoting, endorsements, certificates, binders, cancellations and review audits.
  • Maintained high-volume workload within fast-paced environment and consistently met performance goals.
  • Developed insurance cross-selling opportunities with producers.
  • Maintained positive working relationship with fellow staff and management.
  • Delegated daily tasks to team members to optimize group productivity.
  • Interviewed, hired and trained new quality customer service representatives.
  • customer service representatives.Communicated with clients via email, phone, online presentations, screen-share and in-person meetings.
  • Communicated with clients via email, phone, online presentations, screen-share and in-person meetings.
  • Worked with insurance carriers to solve problems with coverage and payments.
  • Researched coverage and premium options and supplied clients with best coverage available for individual needs.
  • Maintained open contact with insurance carriers, policy underwriters and marketing team members.
  • Csuch as [Type] and [Type] and recommended additional coverage to clients.onducted annual policy reviews to identify new risk exposures
  • Conducted annual policy reviews to identify new risk exposures such as [Type] and [Type] and recommended additional coverage to clients.
  • Monitored team progress and enforced deadlines.
NATIONWIDE INSURANCE COMPANY - Associate Agent/Assistant Office Manager
City, STATE, 04/2003 - 01/2014
  • Evaluated and pursued sales leads obtained through direct referrals, networking, marketing, cold-calling and lead databases.
  • Provided client reviews to explain coverages and upsell current policy.
  • Developed new plans to increase agency profitability.
  • Performed onsite inspections on new business and renewals.
  • Performed administrative duties to include billing, processing checks, making deposits, answering phones, taking payments and end of the day reports.
  • Received multiple "Associate Agent Of The Year" awards after maintaining record sales.
  • Trained and mentored staff to enhance skills and achieve daily targets, using hands-on and motivational leadership.
  • Assisted manager in evaluating employee performance and cultivating improvement initiatives.
  • Delegated daily tasks to team members to optimize group productivity.
  • Interviewed prospective clients to gather information on financial needs and discuss any existing coverage.
  • Upsold products to policyholders and potential new clients.
  • Educated and counseled clients about insurance coverage differences and results of decisions to persuasively sell maximum coverage within budget.
  • Provided quick turnaround time when customers called with questions, usually within [Number] hours.
  • De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
  • Delivered service and support to each customer, paving way for future business opportunities.
  • Managed customer complaints and rectified issues to complete satisfaction.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Handled all delegated tasks, including [Task] and [Task].
FORD AGENCY - Customer Service Representative
City, STATE, 06/2000 - 03/2003
  • Consulted with clients to develop customized insurance policy packages.
  • Processed applications, payments, corrections, endorsements and cancellations.
  • Performed administrative tasks such as billing, answering phones and filing..
  • Diligently filed and followed up on claims.
  • Increased data collection accuracy by recording client account information with zero discrepancies.
  • Sorted incoming mail and directed to correct account manager each day.
  • Provided quick turnaround time when customers called or emailed with questions, usually within 1 hour.
  • Maintained pleasant and cordial attitude at all times, even when issues arose.

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Resume Overview

School Attended

    Job Titles Held:

    • High Net Worth Client Manager
    • Account Manager
    • Associate Agent/Assistant Office Manager
    • Customer Service Representative

    Degrees

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