Personal Lines Account Manager resume example with 16+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105609 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 ManagerIma 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 ManagerUniversal 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/ ManagerOlympic 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:
Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.