Personal Lines Account Manager resume example with 8 years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
Professional Summary
I am a dedicated and hardworking professional who is looking to bring an experienced skill set to your organization in order to over achieve and succeed. I am seeking a position in which I can work towards personal and professional growth as well as contributing to the growth of the organization.
Core Qualifications
  • Client relations expert
  • Customer service expert
  • Exceptional problem solver
  • Excellent communication skills
  • Multi-tasking strength
  • Dedicated team player
  • New customer acquisition
  • Account management
  • Prospecting
  • Sales presentations
  • Articulate public speaker​
  • Opening/closing procedures
02/2016 to Current Personal Lines Account Manager Risk Strategies Company | Metairie, LA,

  • Maintained up-to-date knowledge of store policies regarding payments, returns and exchanges.
  • Managed over Twenty Two Hundred Property and Casualty Policies in designated portion of the alphabet.
  • Responsible for the rearketing, retention, and prospecting of all new and current accounts.
  • Worked with upper management to ensure appropriate changes were made to improve customer satisfaction.
  • Built customer loyalty by placing follow-up calls for customers who reported policy issues.
  • Addressed customer service inquiries in a timely and accurate fashion.
  • Facilitated information flow between customer service, account management operations, company underwriting and billing, and management departments to guarantee highest level of customer satisfaction was met.
  • Upsold policies and overages to existing customers, generating increased agency revenue.
  • Marketed and developed key accounts by favorably representing the company at membership and community functions.
03/2015 to 04/2016 Licensed Sales Representative Afmic American Family Mutual Insurance Company, S.I. | Peoria, AZ,
  • Responsible for management of all new inbound sales and service.
  • Conducted sales from cold-calling, inbound servicing, and direct mailing.
  • Managed existing business to ensure continual customer satisfaction.
  • Created lifelong contacts with current and new clients.
  • Created new processes and systems for increasing customer service satisfaction. Developed highly empathetic client relationships and earned reputation for exceeding sales goals.
  • Cross-trained and provided back-up for other customer service representatives when needed.
03/2014 to 03/2015 Licensed Sales Producer American National Insurance Company | Greensburg, PA,
  • Responsible the quoting of Allstate Property and Casualty insurance products.
  • Identified prospective customers using lead generating methods and performing an average of 60 cold calls per day.
  • Participated in various incentive programs and contests designed to support achievement of production goals.
  • Responsible for implementing all business-building and relationship-building expectations with uniquely assigned accounts and customers.
  • Consistently met and exceeded department expectations for productivity and accuracy levels.
  • Generated a network of clients and leads.
  • Established lifelong relationships with potential, new, and existing customers.
09/2013 to 03/2014 Insurance Account Representative University Of Utah | Snowbird Ski And Summer Resort, UT,
  • Responsible for the intake, quoting, and sale of Property and Casualty insurance products.
  • Implemented new sales and service techniques to help office grow.
  • Developed and managed a network of leads, prospects, and clients.
  • Assisted in any Underwriting and Customer Service work as needed.
  • Increased monthly sales by [Number]% by implementing strategies to develop and expand existing customer base.
  • Cold and warm called 60 new and existing accounts per day.
  • Generated new accounts by implementing effective networking and content marketing strategies.
  • Identified strategic partnerships and gathered market information to gain a competitive advantage.
  • Contacted new and existing customers to discuss how specific products could meet their needs.
  • Identified, coordinated and participated in client relationship-building activities and meetings.
  • Leveraged lead generation tools to increase profitability and product presence in the marketplace.
  • Generated new sales opportunities through direct and telephone selling and emails.
  • Collaborated with account executives to penetrate new accounts, identify potential customers and coordinate product demonstrations.
  • Maintained up-to-date knowledge of industry, target accounts and competitive landscape.
08/2012 to 01/2013 Server Merritt Athletic Clubs | Nottingham, MD,
  • Effectively communicated with kitchen staff regarding customer allergies, dietary needs and other special requests.
  • Regularly inquired about member or guest satisfaction, anticipated additional needs and fulfilled further requests.
  • Served residents and guests during meal times with speed and efficiency
  • Suggested additional items to customers, as appropriate, to increase restaurant sales.
  • Made and served drinks to guests and cocktail servers following established guidelines, procedures, and policies.
  • Answered questions about menu selections and made recommendations when requested.
  • Interacted with customers on a friendly basis thereby assuring repeated customer business.
  • Communicated with customers regarding orders, comments, and complainnts.
  • Consistently adhered to quality expectations and standards.
  • Greeted customers in the restaurant or drive-thru, took and rang up orders, handled payment and thanked customers.
  • Accurately recorded orders and partnered with team members to serve food and beverages that exceeded guests’ expectations.
Expected in 2012 | Liberal Arts Macomb Community College Madonna University, Clinton, Michigan GPA:
Liberal Arts May 2012
Expected in 2017 Bachelor of Science | Criminal Justice Madonna University, Livonia, Michigan GPA:
Bachelor of Science in Criminal Justice Studies
Expected in 2010 High School Diploma | Cardinal Mooney Catholic High School, Marine City, Michigan GPA:
College Preparatory Catholic High School 
cold-calling, clients, customer satisfaction, Customer Service, Insurance, mailing, managing, office, network, sales, Underwriting
Additional Information
  • Michigan Property and Casualty Insurance Producer License issued and approved by the State of Michigan Department of Insurance and Financial Services. 
  • Michigan Accident & Health and Life Insurance Producer License issued and approved by the State of Michigan Department of Insurance and Financial Services. 

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Resume Overview

School Attended

  • Macomb Community College Madonna University
  • Madonna University
  • Cardinal Mooney Catholic High School

Job Titles Held:

  • Personal Lines Account Manager
  • Licensed Sales Representative
  • Licensed Sales Producer
  • Insurance Account Representative
  • Server


  • Bachelor of Science
  • High School Diploma

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