Account Manager

WORK EXPERIENCE

Account Manager
Local Insurance Agency – Massachusetts
March 2021 to Present

• Supervise & service approximate 950 customer books of personal lines business on Epic agency system.
• Duties include customer service, maintaining customer relationships, quoting & writing new business.

Account Executive
Local Insurance Agency – Massachusetts
August 2020 to December 2020

• Sold and serviced commercial lines products.
• Duties included customer service, maintaining customer relationships, reviewing, and updating customer accounts.

Account Manager
Big Ten Insurance Agency – Massachusetts
October 2019 to August 2020

• Sold and serviced personal & commercial lines including prospecting & cold calling.
• Duties included customer service, maintaining customer relationships, writing new business, and other duties as assigned.

Account Manager
East Coast Insurance Agency – Massachusetts
November 2017 to October 2019

• Was responsible for all daily office operations including opening, closing, daily reports and bank deposits.
• Duties included customer service, quoting, & writing new business.

EDUCATION

Associate’s Degree in Health and Fitness, 2010
Local Community College

CERTIFICATIONS

Active P &C License