Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
21
21
years of professional experience
Work History
Commercial Insurance Account Manager
Dawson & Keenan
03.2024 - Current
Enhanced client satisfaction by addressing inquiries and providing prompt resolutions to commercial insurance concerns.
Streamlined policy renewal processes for increased efficiency and reduced client wait times.
Collaborated with underwriters to negotiate competitive rates for clients, ensuring optimal coverage at the best price.
Maintained detailed records of account transactions, facilitating accurate reporting and analysis for management review.
Identified cross-selling opportunities to expand existing accounts, driving revenue growth for the agency.
Prepared thorough proposals that effectively communicated policy features, benefits, and pricing information to potential clients.
Account Manager
Ensurco Insurance Group
08.2003 - 03.2024
Increased client satisfaction by building strong relationships and addressing their needs promptly.
Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
Developed customized account plans for clients to help them achieve their business goals.
Collaborated with sales team to identify potential upsell opportunities and expand client base.
Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
Evaluated client needs and developed tailored solutions to increase positive customer ratings.
Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
Built relationships with customers and community to promote long term business growth.