Results-driven professional with expertise in leadership, customer service and fostering professional growth. Skilled in relationship building and deadline management, contributing to improved efficiency and enhanced client communications.
Overview
1
1
Certification
7
7
years of professional experience
Work History
Team Lead
Crest Insurance Group
10.2024 - Current
Led team of 20+ insurance professionals in executing policy renewals, client communications, maintaining company protocol.
Mentored and trained new and junior staff.
Implemented streamlined protocols, increasing efficiency amongst the team.
Developed training materials for new hires, accelerating onboarding and knowledge retention processes.
Coached team members in techniques necessary to complete job tasks.
Organize meetings between the company and carrier partners.
Account Executive
Crest Insurance Group
10.2019 - Current
Developed and executed tailored insurance solutions to meet client needs.
Managed a book size of $750k.
Cultivated strong client relationships through proactive communication and support.
Collaborated with underwriting teams to expedite policy issuance and claims processing.
Analyzed market trends to identify growth opportunities for new business.
Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.