Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kristy Romanosky

Tustin

Summary

Commercial insurance professional prepared with extensive experience in managing accounts and fostering client relationships. Proven ability to handle complex insurance policies, coordinate renewals, and resolve client issues promptly. Valued for team collaboration, adaptability to changing needs, and results-oriented approach. Skilled in risk assessment, policy analysis, and delivering exceptional client service.

Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions.

Overview

11
11
years of professional experience

Work History

Commercial Lines Account Manager

Acrisure of CA, LLC
12.2014 - Current
  • Collaborated with underwriters to ensure accurate policy issuance and appropriate coverage levels.
  • Maintained up-to-date knowledge of industry regulations, staying ahead of potential impacts on client policies.
  • Coordinated cross-departmental efforts to resolve complex issues, ensuring a seamless experience for clients.
  • 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.
  • Managed accounts in Workers' Compensation market with territory size of $5,263,454
  • Improved account retention rates with exceptional customer service skills and prompt issue resolution.
  • Maintained consistent knowledge of industry products and attended continuous education events to increase product knowledge.
  • Enhanced customer satisfaction by efficiently managing commercial lines accounts and promptly addressing client inquiries.
  • Contributed to the development of marketing initiatives targeting commercial lines prospects, increasing brand awareness and generating new business opportunities.
  • Prepared orders and issued binders, proofs of insurance and endorsements for delivery to clients.
  • Reviewed audits of policies for accuracy to facilitate corrections between client and carrier.
  • Researched and identified potential new markets.
  • Calculated premiums and established payment methods for sales.

Education

Certificate of Completion Medical Assistant - Medical Assistant

Bryman Institute
Phoenix, AZ
06-1974

General Education

Los Alamitos Hight School
Los Alamitos, CA
06-1972

Skills

  • Insurance underwriting
  • Marketing initiatives
  • Relationship management
  • Proposal writing
  • Customer service
  • Teamwork
  • Problem-solving abilities
  • Excellent communication
  • Customer follow-up
  • Verbal and written communication
  • Data entry
  • Customer complaint resolution
  • Policy changes
  • Policy Knowledge
  • Policy renewals
  • Client services
  • Record keeping
  • Document management
  • Policy analysis
  • Account management
  • Marketing expertise

Timeline

Commercial Lines Account Manager

Acrisure of CA, LLC
12.2014 - Current

Certificate of Completion Medical Assistant - Medical Assistant

Bryman Institute

General Education

Los Alamitos Hight School
Kristy Romanosky