Account Manager at Deland, Gibson Insurance Associates (2023-12 – Present)
- Maximized policy renewals by proactively reaching out to clients well in advance of expiration dates and addressing any concerns or questions.
- Educated clients on complex insurance concepts and policy details to empower informed decision-making regarding their coverage choices.
- Implemented effective cross-selling strategies that resulted in additional product lines being added to existing accounts.
- Monitored industry trends and regulatory changes to stay current on best practices in account management and provide informed recommendations to clients.
- Conducted thorough risk assessments for prospective clients to accurately determine appropriate coverage levels based on individual needs.
- Coordinated with marketing teams to develop targeted campaigns aimed at increasing awareness of available products within existing accounts.
- Assisted in training new team members on company procedures, ensuring seamless integration into the account management department.
- Maintained detailed records of client interactions, policies, and transactions using sophisticated CRM software systems.
- Enhanced policyholder retention rates through effective communication, personalized account management, and prompt issue resolution.
- Boosted client satisfaction by providing exceptional customer service and addressing insurance inquiries promptly.
Client Advocate at Deland Gibson Insurance Associates (2022-06 – 2023-12)
- Provided assistance with insurance referrals and authorization overrides.
- Collaborated with cross-functional teams to develop strategies for improving overall client satisfaction levels.
- Provided exceptional customer service, consistently exceeding expectations and receiving positive feedback from clients.
- Streamlined communication channels for improved efficiency in handling client inquiries.
- Maintained high levels of client retention with personalized follow-up strategies.
- Enhanced client satisfaction by addressing concerns and providing timely solutions.
- Educated clients on available resources, guiding them through processes to achieve desired outcomes more efficiently.
Commercial Lines Account Manager at Berry Insurance (2020-10 – 2022-06)
- Conducted comprehensive policy reviews to identify gaps in coverage and recommend appropriate adjustments.
- Reduced claims frequency through proactive risk management consultations and tailored insurance solutions.
- Strengthened client relationships by providing regular updates on policy changes, industry trends, and risk mitigation strategies.
- Provided informed guidance to assist clients in choosing commercial insurance products to suit business needs.
- Negotiated competitive insurance rates with carriers, maximizing value for clients.
- Collaborated with underwriters to ensure accurate policy issuance and appropriate coverage levels.
- Built strong professional networks within the industry, fostering valuable referral partnerships to generate new business leads.
- Improved account retention rates with exceptional customer service skills and prompt issue resolution.
- Processed cancellation requests from carriers and provided resolution to maintain financial equity.
- Prepared orders and issued binders, proofs of insurance and endorsements for delivery to clients.
Account Executive, Sales Team Leader at Kerivan Lane (2018-02 – 2020-03)
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Streamlined account management processes for increased efficiency and improved client retention rates.
- Developed a solid pipeline of prospects through diligent research and targeted outreach efforts.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
- Participated actively in networking events and trade shows, representing the company professionally and expanding its reach within target markets.
- Delivered informative presentations to potential clients, showcasing the unique value of products or services offered.
- Negotiated contracts successfully, securing favorable terms for both the company and clients.
- Established long-lasting relationships with key decision-makers within client organizations, solidifying the company's reputation as a trusted partner in their respective industries.
