personal lines account manager resume example

Initially hired as the office Administrative Assistant for Harrison Insurance of Texas. After a short time I was offered the opportunity to broaden my duties given my professional background. Obtained my P&C Texas state license in order to write new business and to be able to fully service insurance policies per state requirements.

Harrison Insurance of Texas merged with Aegis Insurance and Financial Services in May 2018.

• Managed agency's book of business by answering questions such as billing issues and coverage checks with speed and efficiency.
• Explained coverage options to potential and existing policyholders, answered questions or concerns and ensured policies met clients' needs and goals.
• Performed daily account servicing for new and existing clients using multiple CRM tools simultaneously.
• Obtained consistent referrals to generate new business.
• Processed, maintained and prepared new and renewal accounts.
• Processed applications, payments, corrections, endorsements and cancellations.

Team Lead assisting management with daily duties (managing chat, assisting with escalated calls, training new agents, evaluated/monitored calls for QA purposes). I consistently achieved monthly recognition by performing above requested metrics- adherence, compliance, Quality Assurance. As of May 16' I was awarded the title of a stand-in Supervisor for the current campaign.

• Managed high volumes of inbound and outbound calls in fast-paced environment to build, cultivate and establish lucrative client relationships.
• Enforced adherence to company policies, answered coworkers' questions and trained new personnel.
• Fostered positive employee relationships through effective communication, training and development coaching.
• Recommended changes to existing methods to increase accuracy, efficiency and responsiveness of customer service department.
• Promoted to leadership position in recognition of strong work ethic and demonstrated ability to provide exceptional customer service.

Began my carer at Moritz as a Receptionist while attending college. Went on to put in place the dealership's BDC department which consisted of Inbound/outbound customer service and sales. Advanced to New Car Sales Representative where I maintained a high repeat customer base and consistent client satisfaction for the dealership.

**Left my position in October 2010 due to having a child; however, I maintained my working relationship with Moritz by working from home by completing administrative and marketing work for upper Management as a contract employee.

• Showcased vehicle features and took customers on test drives in local area.
• Responded to inquiries from potential customers via email and telephone.
• Managed sales negotiations and financing options.
• Built and maintained effective relationships with peers and upper management.
• Worked as a team member to provide the highest level of service to customers.

Answered and redirected incoming calls, greeted visitors in a prompt and professional manner. Assisted company departments with all administrative duties as needed.

• Controlled multi-line phone switchboard to route callers to appropriate staff and departments.
• Organized files, developed spreadsheets, faxed reports and scanned documents, maintaining front desk and reception area in neat and organized fashion.
• Helped senior clerical staff complete daily workloads.