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Personal Lines Account Manager

CANDIDATE NAME, P&C, L&H

 

WORK EXPERIENCE

 

Insurance Agency (November 2022- Present)

Customer Service Agent

  • Handling customer complaints, find solutions to their issues, and maintain a positive relationship between both parties for future business ventures
  • Assisting customers with understanding coverages, policy changes and billing needs
  • Process changes to policies
  • Work with sales agents to keep up with industry standards, insurance products, current rates, coverages, insurance policies, and carriers, so you can assist clients, underwriters, sales representatives, account executives, and the rest of our service team with understanding and addressing the newest rules and policy updates

 

Insurance Agency (September 2021- November 2022)

Personal Lines Account Manager

  • Managed half of the alphabet
  • Established customer relationships, follow up with customers as needed
  • Process changes to policies
  • Identify customers’ needs and market appropriate products and services
  • Help with customer payments

 

Insurance Agency (November 2017- September 2021)

Insurance Customer Service Agent

  • Meet regularly with agents to keep up with industry standards, insurance products, current rates, coverages, insurance policies, and carriers, so you can assist clients, underwriters, sales representatives, account executives, and the rest of our service team with understanding and addressing the newest rules and policy updates
  • Servicing existing clients as well as new business clients with any questions and concerns regarding their insurance needs
  • Evaluating client’s policies for rate increases and if significant will re-market with different carriers and work diligently with the underwriters to assist the client in finding the best rate possible with the most coverage

 

Insurance Agency (September 2011- October 2017)

Insurance Customer Service Agent

  • Serviced existing and new clients by quoting new business and assisting with any issues that arose including updates, status changes and assistance in reporting claims
  • Maintained accurate records and filed any paper documents in the appropriate area
  • Answered multi-line telephone, routed calls, and took accurate messages
  • Serviced existing and new clients by quoting new business and assisting with any issues that arose including updates, status changes and assisting with claims

 

Insurance Agency (October 2007- January 2010)

Insurance Customer Service Agent

  • Assisted with answering phones, scheduling appointments, and maintaining files in the personal lines department for a busy multi-line agency
  • Assisted clients by processing payments, reporting claims, and answering any questions or concerns and explaining any unclear policy language to clients
  • Managed the Spanish book of business
  • Supported management with any requested duties including training new employees
  • Consult with clients to help process quotes and issue renewals or any updates needed to current policies
  • Gather all documentation needed for reporting a claim and contact an adjuster to process it against a current policy

 

SKILLS

 

  • Prioritizing tasks for effective time management
  • Connecticut property and casualty license
  • Fluent in Spanish
  • Proficient in Applied Epic, Vertafore PL Rating System and AMS 360
  • Proficient in Microsoft Word
  • Outlook
  • TEAMS
  • Excel
  • Office experience
  • Phone etiquette
  • Computer skills
  • Typing
  • Customer service
  • Windows
  • Analysis skills
  • Account management
  • Cash handling
  • Workday
  • Upselling
  • Sales
  • Time management
  • Microsoft Office
  • Communication skills

 

 

CERTIFICATIONS AND LICENSES

 

  • Property & Casualty License

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