Carrie Quist
Personal Lines Team Lead
Angels Camp
Summary
Dynamic Personal Lines Team Lead at Leavitt United Insurance Services with a proven track record in customer retention and account renewal. Expert in policy management and effective communication, I excel in resolving client issues and fostering strong relationships, enhancing satisfaction and loyalty. Committed to team success through leadership and training initiatives.
Overview
36
36
years of professional experience
Work History
Personal Lines Team Lead
Leavitt United Insurance Services
Elk Grove
04.2001 - Current
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Resolved client issues and complaints in a timely and effective manner, ensuring client satisfaction.
- Renewed existing accounts by building relationships with clients.
- Greeted and assisted customers to foster positive experiences.
- Provided product training and support to clients, enhancing their understanding and utilization of the company's offerings.
- Conducted regular performance reviews to assess individual team member progress.
- Delegated daily tasks to team members to optimize group productivity.
- Maintained a positive work environment that promoted collaboration between team members.
Personal Lines Account Manager
Agent 2000
Concord
09.1989 - 02.2001
- Provided customer service to clients, including answering questions and resolving issues.
- Advised clients on available options based on their individual circumstances.
- Tracked renewal dates for all personal lines accounts and provided timely reminders to customers prior to expiration date.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Processed changes to existing policies, such as cancellations, endorsements, reinstatements and renewals.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Developed appropriate quotes based on risk information.
Education
High School Diploma -
Antioch Senior High School
Antioch, CA06-1986
Some College (No Degree) - Business Administration
Los Medanos College
Pittsburg, CASkills
- Policy management
- Claims processing
- Customer retention
- Account renewal
- Product training
- Team leadership
- Problem solving
- Time management
- Effective communication
- Workflow management
Accomplishments
- Account Manager of the Year 2020
Timeline
Personal Lines Team Lead
Leavitt United Insurance Services
04.2001 - Current
Personal Lines Account Manager
Agent 2000
09.1989 - 02.2001
High School Diploma -
Antioch Senior High School
Some College (No Degree) - Business Administration
Los Medanos College
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