Senior Client Manager, Team Leader Resume Example

• Personal Lines.
• Built relationships with high net worth, major clients and act as their advocate in every interaction with the business.
• Educated clients about what their insurance portfolio has for protection, sell personal lines products and services and manage the work that the organization provides for a client.
• Performed client facing renewal reviews annually.
• Process applications for, changes to, reinstatement of, and cancellation of insurance policies.
• Duties include reviewing insurance applications to ensure that all questions have been answered, compiling data on insurance policy changes, changing policy records to conform to insured needs, compiling data on lapsed insurance policies to determine automatic reinstatement according to company policies, canceling insurance policies, and verifying the accuracy of insurance company records.
• Advocated with client during any claims filed.
• Worked on a team to change the operational systems, processes and policies in support of organizations mission -- specifically, support better management reporting, information flow and management, business process and organizational planning.
• EPIC).

Processed applications, payments, corrections, endorsements and cancellations.

Developed, implemented and monitored new underwriting guidelines for the agency.

Promoted agency products to customers in person, on the telephone and in writing.

Compiled coverage and rating information in an accessible format.

Upsold agency products and services, leading to $[Amount] in annual sales.

Pursued continuing education and training programs to continue professional development.

Presented and clearly explained insurance policy options to clients based on their needs and goals.

Developed productive working relationships with car dealers, loan processors and other business partners in the community.

Promoted client retention through high-quality service and follow through.

Presented account proposals in a professional and timely manner.

Oversaw the development and launch of [Product name].

Boosted company efficiency through technology upgrades and process improvements such as [Example].

Mentored, coached and trained [Number] team members.Mentored, coached and trained [Number] team members.Mentored, coached and trained [Number] team members.Identified inefficiencies and made recommendations for process improvements

.Identified inefficiencies and made recommendations for process improvements.