personal lines manager resume example with 9+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - : - -
Professional Summary

Personal Lines Manager efficiently evaluates and processes insurance applications. Knowledgeable about independent agencies compliance standards and applies legal and company requirements accurately. Detail-oriented, driven and systematic with more than 7 years in the Insurance Industry. Dynamic Personal Lines Manager dedicated to providing superior customer service. In-depth knowledge of all personal lines insurance and limited business insurance exposure. Proficiency in many types of agency management systems, microsoft suite, and virtual meetings. Seasoned insurance professional with excellent leadership and program management skills. Practiced negotiator and planner with a solid understanding of customer relations, insurance policy differences and market trends. Exceptional customer relations and client relations expertise. Demonstrated success in growing sales and improving productivity. Highly analytical problem-solver with quality-focused approach. Experienced in building long-lasting relationships with sales team members, customers and underwriters. Good communication, organizational and critical thinking skills.

  • Certified Insurance Service Representative Designation.
  • Sales support
  • Complaint handling
  • Sharp problem solver
  • Department management
  • Customer retention strategies
  • Client relations expert
  • Relationship building and retention
  • Hiring and recruitment
  • Staff Management
Work History
08/2018 to Current
Personal Lines Manager Arthur J Gallagher & Co. Wilmington, NC,
  • Oversaw all activities and transactions within personal lines department.
  • Maintained records and stayed current with policy renewals.
  • Remained up to date on forms, rates, and types of coverage.
  • Stayed in contact with carriers, underwriters and marketing personnel.
  • Monitored electronic activities closely.
  • Provided advice and counsel on personal lines matters.
  • Evaluated prospect's current insurance program and offered alternatives.
  • Handled account services, including auditing, endorsements and invoicing.
  • Spearheaded and implemented new projects to expand scope of engagement.
  • Responsible for recruiting, hiring, and training of personal lines personnel.
07/2013 to 08/2018
Personal Lines Customer Service Representative American Heart Association Albany, NY,
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Finalized sales and collected necessary deposits.
  • Met with customers to provide information about available products and policies.
  • Remained impartial in order to advise clients based on circumstances.
  • Identified and solicited sales prospects in agency databases.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Conducted annual reviews of existing policies to update information.
  • Collected all premiums on or before effective date of coverage.
  • Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Developed and implemented performance improvement strategies and plans to promote continuous improvement.
  • Performed duties in accordance with all applicable standards, policies and regulatory guidelines to promote safe working environment.
  • Exceeded goals through effective task prioritization and great work ethic.
01/2013 to 07/2013
Temporary Office Manager Express Employment City, STATE,
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Communicated corporate objectives across all divisions through regular correspondence and scheduled status updates.
  • Oversaw quality control and productivity rates to increase revenue and production times.
  • Coordinated special projects and managed schedules.
  • Evaluated employee records and productivity to complete employee evaluations.
  • Maintained CRM database with customer updates and report generation.
  • Sourced vendors for special project needs and negotiated contracts.
  • Maintained computer and physical filing systems.
  • Prepared meeting materials and took clear notes to distribute to stakeholders.
  • Managed office operations while scheduling appointments for department managers.
  • Arranged corporate and office conferences for company employees and guests.
01/2005 to 05/2006
Office Manager & Florist Flowers By Johnny City, STATE,
  • Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
  • Managed budgets, appointment scheduling, employee and event itineraries and accounts to improve productivity initiatives.
  • Coordinated special projects and managed schedules.
  • Coached new hires on company processes while managing employees to achieve maximum production.
  • Monitored and evaluated personnel performance to complete annual reviews, recommend advancement or address productivity concerns.
  • Oversaw quality control and productivity rates to increase revenue and production times.
  • Utilized client and staff feedback to maintain customer partnerships and increase revenue.
  • Maintained computer and physical filing systems.
  • Compared vendor prices and negotiated for optimal savings.
  • Prepared new flower and greenery shipments for arrangement by stripping leaves below waterline, cutting new flowers, mixing flower food solutions and filling floral containers with food solutions.
  • Drove customer satisfaction by providing recommendations for greenery and flower pairings.
  • Maintained thorough knowledge of needs, characteristics and varieties of flowers and greenery used in shop to inform arrangement decisions and provide information to customers.
  • Transported and set up floral arrangements for large-scale functions, comprising weddings, funerals and banquets.
  • Worked with customers to determine type of arrangement desired, occasion and date, time and location for each arrangement needed.
  • Maintained excellent attendance record, consistently arriving to work on time.
Expected in 05/2004 to to
Bachelor of Arts: Business Management
Ouachita Baptist University - Arkadelphia, AR,

CISR Designation: Certified Insurance Service Representative.

Insurance License for Property & Casualty, and Life Insurance.

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Resume Overview

School Attended

  • Ouachita Baptist University

Job Titles Held:

  • Personal Lines Manager
  • Personal Lines Customer Service Representative
  • Temporary Office Manager
  • Office Manager & Florist


  • Bachelor of Arts

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