Amanda Manfre
Newmarket,ON
Summary
Accomplished Senior Account Manager with a proven track record at Brokers Trust Inc., enhancing customer satisfaction through personalized insurance solutions. Skilled in customer relations and documentation, significantly improving retention rates. Demonstrates exceptional active listening and advocacy, ensuring client needs are met with professionalism and empathy.
Overview
13
13
years of professional experience
Work History
Senior Account Manager, Personal Lines Insurance
Brokers Trust Inc.
04.2019 - Current
- Increased customer satisfaction by providing personalized insurance solutions tailored to individual needs.
- Maintained detailed records of all client interactions, ensuring timely follow-ups and proper documentation for future reference.
- Developed a comprehensive understanding of personal lines insurance products, enabling accurate policy recommendations for diverse clientele.
- Assisted clients during claim processes, guiding them through each step and advocating on their behalf when necessary.
- Resolved client issues efficiently, maintaining a high level of professionalism and empathy throughout the process.
- Supported team members during peak periods or absences, demonstrating adaptability and commitment to collective success.
- Streamlined policy applications for quicker approval times, resulting in higher customer retention rates.
Account Manager, Personal Lines Insurance
The Magnes Group Inc.
09.2016 - 03.2019
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
- Improved client retention by providing exceptional customer service and addressing policy inquiries in a timely manner.
- Maintained up-to-date knowledge of industry trends and regulations, allowing for informed recommendations to clients regarding their insurance needs.
- Provided ongoing support to colleagues experiencing higher workloads due to staff absences or fluctuations in business demands.
- Enhanced client satisfaction through proactive outreach initiatives, including annual policy review reminders and personalized follow-up communications.
Insurance Advisor, Personal Lines Insurance
Hub International
11.2015 - 08.2016
- Established long-lasting relationships with clients through proactive communication and exceptional service.
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
- Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
- Handled sensitive customer information with discretion, adhering to strict data privacy regulations at all times.
Business Administrative Account Manager
Pethealth Inc.
09.2011 - 10.2015
- Maintained existing relationships over phone with all B2B Clients (shelters, clinics, breeders and rescue organizations);
- Responsible for sending replacement products to clients and returning defective goods to manufacturer for credit
- · Maintained electronic registration portal requests.
Education
Cosmetic Techniques And Management
Sheridan College Institute of Technology And Advanced Learning
Oakville, ON2015
RIBO License
Registered Insurance Brokers of Ontario
2015
Skills
- Customer Relations
- Goals and performance
- Goal-Oriented
- Documentation And Reporting
- Customer Needs Assessment
- Active Listening
- Call center experience
- Payment Processing
Timeline
Senior Account Manager, Personal Lines Insurance
Brokers Trust Inc.
04.2019 - Current
Account Manager, Personal Lines Insurance
The Magnes Group Inc.
09.2016 - 03.2019
Insurance Advisor, Personal Lines Insurance
Hub International
11.2015 - 08.2016
Business Administrative Account Manager
Pethealth Inc.
09.2011 - 10.2015
Cosmetic Techniques And Management
Sheridan College Institute of Technology And Advanced Learning
RIBO License
Registered Insurance Brokers of Ontario
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