Summary
Overview
Work History
Education
Skills
Timeline
Generic

Alexis McCaskey

Elyria

Summary

Hardworking account manager with several years of experience working directly with clients to service accounts. Expert at communication and applying targeted salesmanship techniques to achieve sales goals. Successful at increasing revenue with new accounts while maintaining relationships with existing ones.

Overview

11
11
years of professional experience

Work History

Account Manager

State Farm
Elyria
04.2021 - 05.2025
  • Managed client relationships to ensure satisfaction and retention.
  • Coordinated policy renewals and updates for existing customers.
  • Developed tailored insurance solutions based on client needs.

Licensed Insurance Agent

Progressive
Mayfield
04.2019 - 10.2020
  • Assisted clients in selecting appropriate insurance policies for their needs.
  • Educated customers on policy features, benefits, and coverage options.
  • Processed insurance applications and managed client documentation efficiently.

Account Manager

State Farm Insurance Inc
Avon Lake
01.2014 - 02.2019
  • Managed client relationships to ensure satisfaction and retention.
  • Coordinated policy renewals and updates for existing customers.
  • Developed tailored insurance solutions based on client needs.
  • Engaged customers to understand their needs and recommend appropriate products.
  • Assisted customers in selecting appropriate products or services for their needs.
  • Performed regular follow-ups with clients to ensure satisfaction with purchases.

Education

Life And Health License - Life And Health Insurance

Hondros Business College
06.2022 - 07.2022

Licensed For Property And Casualty - Property And Casualty

Hondros Business College
10.2014 - 11.2014

Skills

  • Client relationship management
  • Policy development
  • Insurance underwriting
  • Account retention strategies
  • Claims processing
  • Risk assessment
  • Team collaboration
  • Conflict resolution
  • Account management
  • Client interviews
  • Appointment scheduling
  • Policy requirements and eligibility

Timeline

Life And Health License - Life And Health Insurance

Hondros Business College
06.2022 - 07.2022

Account Manager

State Farm
04.2021 - 05.2025

Licensed Insurance Agent

Progressive
04.2019 - 10.2020

Licensed For Property And Casualty - Property And Casualty

Hondros Business College
10.2014 - 11.2014

Account Manager

State Farm Insurance Inc
01.2014 - 02.2019
Alexis McCaskey