Senior Account Manager & Office Operations

WORK EXPERIENCE

Senior Account Manager & Office Operations
Local Insurance Agency – Pennsylvania
May 2013 to November 2024

• Rated Commercial Insurance policies.
• Entered policy information into the agency system – AMS360.
• Created policies using ISO Forms and Endorsements.
• Issued Certificates of Insurance, Binders, and ID cards.
• Issued Notices: Cancellations, Nonrenewal, Conditional Renewal, and Reinstatements in accordance with state statutes.
• Created Surplus Lines reports for tax and fee filings, as required.
• Reconciled third-party invoices for their licensing and service fees.
• Maintained vendors’ requirements for the agency’s MVR access.

Account Manager / Administrative Assistant
Local Insurance Agency – Pennsylvania
May 2012 to May 2013

• Obtained and reviewed new business and renewal submission documents.
• Maintained accurate records of all customer interactions in the AMS360 system.
• Prepared Certificate of Insurance, processed client renewal documents, and handled renewal billing.
• Managed multiple accounts simultaneously while meeting deadlines.
• Drafted proposals outlining coverages and costs for prospective customers.
• Oversaw multiple accounts and worked diligently to meet and exceed performance goals.
• Built and maintained productive relationships with customers and internal partners.
• Acted as the main point of contact for matters relating to client concerns and needs, and resolved customer complaints in a timely manner.
• Renewed existing accounts by cementing trusting relationships with customers.
• Developed a thorough understanding of products and service offerings to better upsell and cross-sell to clients and build productive relationships.
• Provided training and guidance to new Account Managers.

Office Representative, Select Staff
Big Ten Insurance Agency – Pennsylvania
May 2010 to May 2012

• Served as office sales and service representative for the full line of products, both insurance and banking.
• Prepared and reviewed sales proposals, held face-to-face meetings with clients for the full line of products.
• Provided customer service by responding to inquiries and resolving complaints.
• Cross-sold the current book of business.
• Conducted Insurance and Financial Reviews, and Financial Needs Analysis – annually or as needed.
• Pursued leads and worked marketing lists to further build the book of business.
• Processed policy changes and endorsements.
• Ordered office supplies when necessary.

Life and Health Department Manager
Local Insurance Agency – Pennsylvania
July 2004 to June 2010

• Established and implemented file setup, follow-up system, and record-keeping for client data.
• Processed employee group benefit new business and renewals.
• Accompanied Account Executive on open enrollment presentations, as needed.
• Handled all aspects of client service, including claim issues.
• Acted as liaison between clients and carriers for billing issues, enrollments, contract changes, amendments, and COBRA.
• Reviewed contracts for accuracy.
• Prepared and presented individual life proposals for new business and renewal.
• Handled producer licensing and carrier appointment paperwork.
• Sold in all lines of employee group benefits.
• Assisted Medicare-eligible clients’ employees in the review and selection of Medicare coverage(s), and assisted with enrollment.
• Organized staff and carrier meetings for product updates and procedures, ensuring compliance.

CERTIFICATIONS

Active P&C License