Dynamic Senior Account Executive with extensive experience at Acrisure, excelling in client relationship management and policy quoting. Proven track record in enhancing client retention through effective problem-solving and account rounding. A dedicated team player with a strong knowledge of data systems and carriers, committed to delivering exceptional service and support.
Administrative work 7/1/08 - 1/28/09
- creating evidence of property insurance, contacting clients for cancellations , quoting for sales agents, data entry into AMS
Sales Agent/Producer 1/28/09 - 9/1/2015
- quoting, remarketing, completing annual reviews for existing clients (house book) and networking to obtain new clients
Customer Service Agent 9/1/15 - present day
- servicing, quoting, account rounding, working non-renewals and renewals, offering remarketing to clients in need, problem solving, reviewing and learning policy information and lending an ear through a time of crisis