LiveCareer-Resume

Personal Lines Account Manager resume example with 16+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - resumesample@example.com - -
Professional Summary

Hardworking office manager bringing 16 years of experience meeting customer needs . Skilled in listening to customers, meeting productivity targets and maintaining current knowledge of all insurance laws, regulations and risks. Offering empathy, reliability and enthusiasm for satisfying clients.

Skills
  • Data Entry
  • Proficient in Microsoft office and Hawk soft management systems
  • Insurance coverage verification
  • Team Management
  • Organization
  • Customer Service
  • Business Operations
  • Communications
  • Problem Resolution
  • Account servicing
  • Scheduling understanding
  • Order processing
  • Point-of-sale orders
  • Quotes and sales
  • Policy renewals
  • Office administration
  • Employee timesheet processing
  • Document conversion
  • Customer and client relations
  • Multi-line phone proficiency
  • Filing and data archiving
  • Relationship building
  • Database Management
  • Transcription and dictation
  • Information security
  • Attendance record management
  • Social media knowledge
  • Purchase orders organization
  • Database administration
  • Credit and collections
  • Conflict resolution
  • Office management
  • 40 plus WPM typing speed
Work History
03/2017 to Current
Personal Lines Account Manager Ima Financial Group, Inc Portland, OR,
  • Processed at least 20 invoices each day and mailed documentation to clients.
  • Posted payments to accounts and maintained records.
  • Determined appropriateness of payers to protect organization and minimize risk.
  • Verified client information by analyzing existing evidence on file.
  • Monitored social media and online sources for industry trends.
  • Maintained excellent attendance record, consistently arriving to work on time.
  • Resolved rating/communication problems, improved operations and provided exceptional client support.
  • Worked with all types of customers to understand needs and provide exceptional service.
  • Increased customer satisfaction by resolving current issues.
  • Handled numerous calls per day to address customer inquiries and concerns.
  • Prospected and contacted leads to maintain consistent flow of conversion opportunities.
  • Tracked application status throughout review process.
  • Examined and processed Personal lines applications.
  • Developed and maintained long-term relationships with policyholders.
  • Utilized Hawk Soft to document and track customer account details.
02/2016 to 03/2017
Agency Manager Universal Health Services Springfield, IL,
  • Managed staff performance of staff by proactively addressing deficiencies and training weaknesses.
  • Upheld Farmers core values of accountability, respect and reliability.
  • Answered phone calls and e-mails regarding inquiries and arranged meetings for official business.
  • Identified and communicated customer needs to supply chain capacity and quality teams.
  • Researched providers and compared coverage and premiums to deliver best possible packages to clients.
  • Established information necessary for policy development by interviewing clients, requesting records, and inspecting property.
  • Developed trusting client relationships by creating Type insurance programs customized to fit specific needs and offering comprehensive explanations of key features and advantages.
  • Verified client information by analyzing existing evidence on file.
  • Posted payments to accounts and maintained records.
  • Resolved conflicts and negotiated mutually beneficial agreements between parties.
  • Handled numerous calls per day to address customer inquiries and concerns.
  • Maintained excellent attendance record, consistently arriving to work on time.
  • Increased customer satisfaction by resolving any and all issues and customer concerns.
  • Monitored social media and online sources for industry trends.
  • Worked with every type of customer to understand needs and provide my best possible service.
04/2004 to 09/2015
Agency Owner/ Manager Olympic Insurance Agency City, STATE,
  • Conserved agency resources and minimized waste by accurately logging company property, supplies and equipment to avoid duplicative ordering.
  • Answered phone calls and e-mails regarding inquiries and arranged meetings for official business.
  • Oversaw day-to-day production and growth of agency turning over more than $150,000 per year through consistent supervision, dedicated partnerships and leadership .
  • Attended seminars, conferences and organizational activities to maintain management expertise.
  • Maintained personnel files and regularly conducted audits to verify accuracy of information.
  • Approved staffing changes for 3 employees including hiring, termination and promotion's.
  • Networked and assisted county, state and federal government agencies.
  • Managed financial operations, including budgeting, purchasing and payroll.
  • Supervised all agency activities to promote proper planning, coordination and organization.
  • Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
  • Enhanced insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value.
  • Developed and maintained long-term relationships with policyholders and small business entities.
  • Maintained high standards of customer service by building relationships with clients.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Obtained underwriting approval by completing application for coverage.
  • Responded to customer calls within the same business day to swiftly resolve issues and answer questions.
Education
Expected in 06/1996
High School Diploma: General
North Mason Senior High School - Belfair, WA
GPA:
Expected in 09/2002
: Front Medical Office Administration & Dental Assisti
Eaton Technical - Gorst, Wa..,
GPA:

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Resume Overview

School Attended

  • North Mason Senior High School
  • Eaton Technical

Job Titles Held:

  • Personal Lines Account Manager
  • Agency Manager
  • Agency Owner/ Manager

Degrees

  • High School Diploma

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