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Roselind Vaughan Berry

Licensed Account Manager

Talent
Raleigh, NC 27610Member since October 28, 2026
Property & Casualty Insurance SalesNew Business DevelopmentAccount Management & RetentionCustomer Relationship ManagementCross-Selling & UpsellingAuto, Home & Life InsurancePolicy Reviews & Coverage Needs AnalysisLead Management & Follow-UpCall Volume & Production GoalsCustomer RetentionPolicy Servicing & DocumentationRegulatory & Licensing ComplianceSalesforceAgencyZoomMicrosoft OfficeExceptional customer service and relationship-building skillsStrong sales presence and professional communicationConsistent achievement of sales and activity goalsExcellent attention to detail and documentation accuracyAbility to identify customer needs and recommend appropriate coverageStrong organizational and time-management skillsEffective independent contributor and team membersComfortable working in high-volume, performance-driven environments
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Property & Casualty Insurance SalesNew Business DevelopmentAccount Management & RetentionCustomer Relationship ManagementCross-Selling & Upselling

About

Licensed Property & Casualty Insurance Producer with 20+ years of experience spanning insurance sales, customer service, account management, and agency operations. Proven track record of generating new business, retaining existing clients, cross-selling personal lines products, and consistently achieving call-volume and production goals. Skilled in building strong customer relationships, identifying coverage needs, managing policy servicing, and maintaining compliance with insurance regulations.

Known for delivering exceptional customer experiences while contributing to agency growth and profitability.

Experience

Licensed Account Manager - Gomez Allstate Insurance Agency - Chicago, IL

(2025-12)

  • Manage inbound and outbound leads using Allstate’s established sales process to identify customer needs and close new business.
  • Consistently meet or exceed daily call-volume expectations while maintaining a high level of customer engagement.
  • Develop existing client relationships through policy reviews, account management, and cross-selling opportunities.
  • Initiate life insurance conversations and identify opportunities to broaden customer coverage.
  • Maintain compliance with applicable insurance licensing and regulatory requirements.
  • Maintain an exceptional 97% retention and renewal rate through proactive customer service and account management.

Licensed Sales Producer - LagomarAger Allstate Agency - Wilmington, NC

(2023-06 - 2025-12)

  • Managed inbound and outbound leads and follows Allstate’s sales process to generate and close new business.
  • Consistently achieved daily call-volume expectations while maintaining a customer-focused approach.
  • Conducted policy reviews and identified opportunities to cross-sell additional insurance products.
  • Initiated life insurance conversations based on customer needs and coverage gaps.
  • Maintained compliance with applicable NC and VA insurance licensing requirements.
  • Built and maintained strong customer relationships through responsive service and effective follow-up.

Producer / Customer Service Representative - Brandon Reece Allstate - Wake Forest, NC

(2020-06 - 2021-09)

  • Supported agency growth through proactive sales, cross-selling, account servicing, and customer retention activities.
  • Prepared and processed insurance applications, verifying accuracy and completeness prior to binding.
  • Conducted policy reviews and identified additional coverage opportunities based on customer needs.
  • Provided responsive, professional service that strengthened customer relationships and loyalty.
  • Assisted customers with policy questions, changes, and general account service.

Licensed Sales Producer - Dashiell Allstate Agency - Raleigh, NC

(2019-05 - 2019-12)

  • Managed new business activities, sales logs, policy documentation, and daily production requirements.
  • Conducted policy reviews and identified cross-selling opportunities, including life insurance.
  • Maintained consistent sales activity through lead follow-up and customer outreach.
  • Prepared policy documents and ensured information was accurate and complete.

Insurance Service Representative - Nationwide Mutual Insurance - San Antonio, TX

(2016-08 - 2019-05)

  • Handled moderate to complex customer inquiries involving insurance policies, billing, payments, and account servicing.
  • Maintained a 100% customer satisfaction rating through Voice of the Customer surveys.
  • Processed regulated forms, policy documentation, and customer requests accurately and efficiently.
  • Resolved customer issues while maintaining compliance with company policies and applicable regulations.
  • Delivered professional service in a high-volume insurance environment.

Customer Service Specialist - West Corporation - Raleigh, NC

(2012-11 - 2014-08)

  • Managed inbound and outbound customer interactions supporting AT&T accounts.
  • Resolved customer questions and service issues while maintaining professionalism and accuracy.
  • Worked effectively in a high-volume call-center environment while meeting service expectations.

Insurance Operations / Personal Lines - GEICO

(1992 - 2011)

  • Supervised a Personal Lines Insurance team of up to 100 associates, supporting daily operations, customer service, and performance objectives.

Operations Support - KBR

(1992 - 2011)

  • Oversaw Baghdad Transit Center operations under DOD/LOGCAP IV requirements.

Document Management - Bechtel

(1992 - 2011)

  • Managed electronic engineering documentation and supported document-control activities.

Aviation Support - PDS Technical

(1992 - 2011)

  • Supported Boeing 787 flight-test activities in a technical operations environment.

Education

Associate - business administration - CTU University

High School Diploma or Equivalent

Skills

Licensed Account Manager

Reviews

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