Allana Frischenmeyer CIC, CPRM

• Delivering exceptional customer service by leveraging extensive knowledge of products and services and creating welcoming, positive experiences ultimately enhancing satisfaction and retention.
• Staying up-to-date on industry trends, ensuring current knowledge of best practices in the personal risk space.
• Partnering with other internal practices to promote integrated solutions and drive cross-selling opportunities.
• Building and maintaining strong relationships with clients, fostering trust and loyalty through exceptional service.
• Maintaining detailed records of client interactions using CRM software.
• Serving as a trusted advisor to clients, offering guidance on complex insurance concepts and recommending suitable products based on their unique situations.
• Regularly networking professionally and personally in effort to grow referral sources and centers of influence.

Named Managing Director and Private Client Team Lead for Wortham Insurance in 2012.

Team Lead Responsibilities and Accomplishments

• Directed staffing requirements, managed priorities, and coordinated work to ensure accuracy, timeliness, while abiding with compliance regulations and company policies.
• Supervised day-to-day operations of 10 plus team members.
• Ensured that customers received outstanding service to not only maintain but to extend relationships for future business opportunities.
• Developed and maintained carrier relationships.
• Lead a team with a $30million (premium) book in total with business retention over 90% consistently over the past 7 years.
• Conducted performance evaluations to ensure team accountability through constructive feedback and coaching to facilitate continuous growth among colleagues.
• Facilitated regular team meetings to encourage communication and collaboration within the group.
• Empowered employees to take ownership of their roles by delegating tasks appropriately, resulting in heightened job satisfaction and morale.
• Mitigated potential conflicts among team members by promoting open communication and a positive environment.
• Contributed to the development of company-wide best practices and strategic planning efforts by actively participating in leadership meetings and sharing insights from the team's experiences.
• Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.

Account Executive Responsibilities

• Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
• Developed and personally maintained a $3.5 million (premium) dollar book consisting of Personal Lines and Commercial Lines clientele along with overseeing the multi-million dollar Personal Lines book for the firm.
• Responsible for qualifying leads, gathering information and marketing business to various carriers to develop a solution for the insured based on needs and exposures.