Donna Beeler
Summary
Accountable Insurance Representative with excellent client management and insurance knowledge. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. Eager to contribute to team success through hard work, attention to detail and good organizational skills.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Commercial Insurance Senior Account Manager
Service Insurance Group
03.2012 - Current
- Leveraged industry knowledge to provide expert guidance on pricing, promotions, and product offerings for clients'' specific needs.
- Sold new products and services and developed new accounts to maximize revenue potential.
- Conducted annual reviews of existing policies to update information.
- Collected premiums on or before effective date of coverage.
- Developed long-lasting client relationships by providing exceptional customer service and support.
- Kept detailed records of daily activities through online customer database.
- Mentored junior account managers, fostering their professional growth and skills development within the company.
- Recorded accurate and efficient records in customer database.
Commercial Insurance Account Manager
Chris Batten Insurance Agency / Nationwide Ins.
01.2007 - 03.2012
- Built and strengthened long-lasting client relationships based on accurate price quotes
- Researched emerging industry trends and obtained additional agency insurance markets
- Provided leadership and coaching for staff, including training of new insurance producers
- Completed daily bookkeeping operations with attention to accounts receivable, accounts payable and bank account reconciliation.
- Collaborated with underwriters to negotiate competitive rates for clients, ensuring optimal coverage at the best price.
- Enhanced client satisfaction by addressing inquiries and providing prompt resolutions to commercial insurance concerns.
- Educated clients on insurance policies and procedures.
- Calculated premiums and established payment methods for sales.
Education
Accounting And Business Management
Texas A&M University
College Station, TXSkills
Excellent negotiation skills
Marketing
Employee Mentoring
Business Development
Teamwork and Collaboration
Client Relationship Building
Documentation And Reporting
Issue Resolution
Client meetings
Customer Needs Assessment
Certification
Certified Insurance Counselor Designation
Timeline
Commercial Insurance Senior Account Manager
Service Insurance Group
03.2012 - Current
Commercial Insurance Account Manager
Chris Batten Insurance Agency / Nationwide Ins.
01.2007 - 03.2012
Accounting And Business Management
Texas A&M University
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