Adinda Webster
Elwood,IN
Summary
Driven Personal Lines Account Manager with 20 years relevant experience in managing client portfolios, policy endorsements and renewals. Display strong competency in cultivating relationships with both clients and insurance carriers, demonstrating clear communication, problem-solving acumen and strategic negotiation skills. Proven track record of developing tailored insurance solutions that meet individual client needs while positively impacting business growth.
Overview
20
20
years of professional experience
Work History
Personal Lines Account Manager
Conner Insurance Group
05.2021 - 08.2024
- Accountable for close to a three million book of business in a fast-paced office
- I provided current and potential clients with education on market trends to help navigate best coverage options for their insurance needs
- Processed changes to existing policies, such as cancellations, endorsements, reinstatements and renewals.
- Identified potential risks associated with policyholders and offered appropriate solutions.
- Advised clients on available options based on their individual circumstances.
- Tracked renewal dates for all personal lines accounts and provided timely reminders to customers prior to expiration date.
- Assisted in the development of new business opportunities by preparing proposals, presentations, and quotes.
- Provided customer service to clients, including answering questions and resolving issues.
Commercial Lines Account Manager
Witkemper Insurance Group
02.2020 - 04.2021
- Accountable for a half million book of business that consisted of multiple lines of commercial business in a fast-paced office
- Provided daily communication between clients and producers to provide great customer service
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Ensured accuracy of all documentation including applications, invoices, certificates of insurance.
- Researched and resolved billing discrepancies in a timely manner.
Personal Account Specialist
Matt Minick State Farm
11.2019 - 01.2020
- Experience in assisting customers to find the appropriate bank products for their specific family needs, as well as answering questions pertaining to their insurance policies, claims, billings, etc.
- Maintained a database of customer contact information for communication purposes.
- Worked closely with the sales team in order to provide timely updates on customer accounts.
- Received, prioritized and responded to multiple points of customer communication.
Marketing, Account Manager, Compliance Specialist
WalkerHughes Insurance
07.2015 - 10.2019
- Developed and implemented marketing plans for clients to increase brand awareness.
- Created promotional materials, including digital assets, brochures and presentations.
- Organized events such as conferences, trade shows and product launches.
- Participated in trade shows, conferences, and networking events to represent the company and attract new business.
- Executed online sales for fifteen office locations
- Developed and maintained relationships with key accounts to ensure customer satisfaction.
- Analyzed client data and identified opportunities for growth.
- Developed successful customer relationships to boost sales opportunities.
- Resolved client issues and complaints in a timely and effective manner, ensuring client satisfaction.
- Executing and following through on the company's implemented audit process to assist in verifying that all Account Executives, Account Managers, and CSAs are following manual protocol within the management system.
- Assisted in making changes to the overall manual for employees across the agency to understand the manual and use it when documenting customer interaction within the company's fifteen office locations.
- Reviewed and updated existing compliance policies and procedures.
- Performed risk assessments to identify areas of non-compliance and potential risks.
- Drafted reports outlining findings from compliance audits and investigations.
- Maintained accurate records of all activities related to compliance monitoring.
- Coordinated with various departments within the organization to ensure adherence to established standards.
- Assisted in developing strategies for improving overall compliance performance.
- Created comprehensive reports on account performance and presented them to senior management.
- Analyzed client data and identified opportunities for growth.
- Managed multiple accounts simultaneously while meeting deadlines.
Office Manager/Insurance Agent
Luttrell Insurance Agency
04.2004 - 06.2015
- Development of the Erie book of business within the agency that grew each year I was an agent.
- I was also responsible for daily interactions with customers, company representatives, customer complaints, and claim issues.
- Assisting in the supervision and management of office workings during owner's absence.
- Maintained filing system for records, correspondence and other documents.
- Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
- Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
Education
Resident Producer Insurance License -
State of Indiana
Indiana06.2004
Associates - Computer Graphic Design
Vincennes University
Indiana05.2003
Skills
- AMS office management systems
- EPIC office management systems
- Microsoft Outlook
- Word
- Excel
- Attention to Detail
- Customer Retention
- Organizational Skills
References
- Ryan Schmitt, Tipton, 765-210-3585
- Kayla Schmitt, Tipton, 317-385-2139
- Amy Coyle, Noblesville, 317-379-9819
- Catherine DePrez, Greenfield, 317-459-6129
- Brian Malander, Greenfield, 317-997-4433
- Matthew DePrez, Indianapolis, 317-680-4855
- Nina Phifer, Tipton, 765-432-0162
Professional References
- Kevin Troy, Carmel, 317-296-0918
- Natasha Everling, Tipton, 317-385-4233
- Marcy Luttrell, Windfall, 765-860-4546
- Bob Vetter, Noblesville, 317-507-7105
- Matthew Hensley, Noblesville, 317-522-3272
- Lisa Stokes Bear, Cicero, 317-513-4086
- Jennifer Connolly Harrah, Kokomo, 765-210-0351
Activities
During my off time, I enjoy reading, traveling, bike riding, and spending time with my 2 young kids, fiancé and his son at our 2nd property in a lake community near Turkey Run State Park.
Timeline
Personal Lines Account Manager
Conner Insurance Group
05.2021 - 08.2024
Commercial Lines Account Manager
Witkemper Insurance Group
02.2020 - 04.2021
Personal Account Specialist
Matt Minick State Farm
11.2019 - 01.2020
Marketing, Account Manager, Compliance Specialist
WalkerHughes Insurance
07.2015 - 10.2019
Office Manager/Insurance Agent
Luttrell Insurance Agency
04.2004 - 06.2015
Resident Producer Insurance License -
State of Indiana
Associates - Computer Graphic Design
Vincennes University
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