Personal Lines Account Manager

WORK EXPERIENCE

Personal Lines Account Manager
Local Insurance Agency – Florida
July 2023 to Present

• Manage a portfolio of personal lines policies, delivering tailored coverage solutions to clients.
• Cultivate strong client relationships, resulting in a 25% increase in policy renewals.
• Collaborate with underwriters to negotiate competitive rates and enhance policy offerings.
• Conduct regular policy reviews to identify cross-selling opportunities and improve client satisfaction.

Personal Lines Agent
Local Insurance Agency – Florida
February 2019 to July 2023

• Quoted, sold, processed, and serviced personal lines policies, resulting in a 15% increase in policy sales over two years.
• Executed cross-selling strategies, achieving a 20% increase in revenue from bundled policies.
• Efficiently handled phone inquiries and processed monthly payments, ensuring timely and accurate transactions.
• Proactively marketed policies on renewal, successfully retaining 90% of clients during premium increases.

Personal Lines Manager
Local Insurance Agency – Florida
July 2013 to February 2019

• Spearheaded the quoting, selling, processing, and servicing of personal lines insurance policies, ensuring seamless and efficient transactions for clients.
• Played a pivotal role in the training and development of new and existing staff members, imparting expertise and fostering a culture of continuous learning within the team.
• Managed payroll, bank deposits, and bill payments, demonstrating strong financial acumen and attention to detail in overseeing crucial administrative tasks.

Client Care Specialist
Non-Profit Organization – Florida
October 2015 to February 2017

• Responsible for checking clients in and out of the clinic.
• Took payments for services rendered.
• Update rabies information online.

Renewal Specialist
Local Insurance Agency – Florida
May 2012 to July 2013

• Conducted thorough client file reviews, ensuring accuracy and completeness.
• Evaluated various insurance options to optimize value for clients.

Customer Service
Local Insurance Agency – Florida
December 2008 to May 2012

• Provided personalized service for personal lines policies, resolving issues promptly.
• Assisted in claim resolution, ensuring client satisfaction and retention.

Office Clerk
Local Insurance Agency – Florida
April 2005 to December 2012

• Managed administrative tasks, including document scanning and mail distribution.
• Corresponded with clients regarding account inquiries and updates.

EDUCATION

BA Criminology, 2012
State University

CERTIFICATIONS

Active 220 License
Active P&C License