Personal Lines Account Manager

WORK EXPERIENCE

Personal Lines Account Manager
Local Insurance Agency – Massachusetts
June 2023 to Present

• Conduct top-down servicing of personal lines accounts, including policy changes, endorsements, quoting and binding.
• Communicate efficiently and professionally with all insureds and staff.

Auto Claims Adjuster
Big Four Insurance Agency – Massachusetts
August 2022 to May 2023

• Initiated communication with policyholders, claimants, and relevant parties to gather information and provide updates.
• Confirmed and documented accurate contact details for all parties involved to ensure smooth communication.
• Clarified policy terms, coverage limits, and exclusions to ensure full understanding by the insured.
• Collected and recorded detailed accident information, including incident specifics, damages, and involved parties.
• Arranged necessary services (towing, repairs, rentals) and ensured timely claim resolution in accordance with company policies.

Senior Customer Service Representative
Big Four Insurance Agency – Massachusetts
January 2016 to August 2022

• Responded promptly to inbound calls and text messages, assisting with policy reviews, inquiries, and updates.
• Reviewed and processed policy endorsements, ensuring accurate adjustments to coverage and terms.
• Proactively reached out to potential clients to generate new business opportunities and expand the customer base.
• Provided clear guidance and education to policyholders on coverage options, benefits, and policy terms.

Testing Coordinator
Non-Profit Housing Organization – Massachusetts
August 2011 to February 2015

• Investigated rental discrimination.
• Trained prospective testers.
• Determined which properties to test.
• Checked requests for testers.
• Obtained intake information.
• Developed investigative plans.

IDA Coordinator
Local Non-Profit – Massachusetts
February 2009 to August 2011

• Coordinated matched savings funds for homeownership, education, and new business start-up initiatives.
• Managed case files and facilitated mediation processes.
• Reviewed and analyzed financial statements to assess eligibility and financial health.
• Initiated and facilitated matching grant awards through Webster Bank.
• Coordinated and conducted public and private presentations on IDA programs.
• Oversaw applicant screening, intake, and assessment processes.

EDUCATION

Bachelors, Criminal Justice, 2006
State University

CERTICATIONS

Active P&C License