Personal Lines Account Manager

WORK EXPERIENCE

Personal Lines Account Manager
Local Insurance Agency
August 2021 to September 2024

• Licensed personal account manager with the ability to write auto/home/umbrella insurance in RI/MA/CT.
• Performed all account transactions including applications, quotations, ID cards, proposals, summaries, endorsements, certificates, binders, billing, follow-up, and correspondence on assigned accounts.
• Maintained all client files in the agency management system with full policy details and used the system for all transactions, notes, and activities.
• Responded to client inquiries, incoming mail, company requests, and producers’ needs on a timely basis.
• Collected renewal data on assigned accounts, maintaining expiration reports.
• Assisted clients with claim reporting.
• Responded to billing inquiries.
• When/if applicable, quoted and placed new business from referrals, walk-ins, and call-ins, as needed.
• Assisted producers with retaining existing accounts, obtaining alternate quotes/rewriting lines of business.
• Provided clients with information relating to claims and other inquiries.
• Facilitated the processing of customer paperwork.

Insurance Customer Service Representative
Big Ten Insurance Agency
January 2021 to August 2021

• Responded to client phone and email inquiries, providing timely and accurate responses.
• Cross-sold other insurance products when appropriate.
• Provided clients with information relating to claims and other inquiries.
• Facilitated the processing of customer paperwork.

Customer Service Professional
Local Insurance Agency
June 2018 to November 2019

• Conducted agency training sessions overviewing the company’s processing system.
• Assisted underwriting and the personal loans department as needed.
• Prepared and presented quotes and processed.
• Renewals/endorsement changes.
• Reviewed daily error reports.
• Responded to inquiry calls and resolved complaints/problems.

Health Coaching Support Specialist
Health Consultant Company
May 2014 to January 2018

• Coordinated 30+ onsite/offsite schedules in preparation for clinical campaign launches.
• Kept records of customer interactions – detailing inquiries, complaints, comments as well as actions taken.
• Supported management in overseeing fulfillment requests and other customized program specifics.
• Managed program kit distribution and tracking through the enrollment system.

Disability, Auto and Home Sales Consultant
Global Insurance Agency
October 2007 to May 2014

• Prepared and presented various insurance policies to individuals on behalf of the insurance company.
• Maintained a thorough knowledge of features, advantages, and coverage of policies to promote sales.
• Calculated premiums and established payment method.
• Ensured that application requirements were fulfilled, including any necessary medical examinations and forms.
• Provided service to customers who possessed a policy by responding to requests regarding insurance and other financial service products and benefit plans.
• Researched and fielded inquiries regarding policy provisions, values, basic procedures etc.
• Processed transactions and transfer requests for policy modifications to appropriate departments.

CERTIFICATIONS

Active P&C License