Allison Cox
Hummelstown,PA
Summary
Customer-oriented and strategic licensed account representative with over 10 years of experience in building strong relationships, cultivating partnerships, and retaining top accounts while driving profit growth through trust establishment. Recognized for consistently exceeding targets and enhancing client satisfaction by leveraging effective communication and problem-solving skills to maintain long-term relationships. Reliable team player adept at adapting to evolving client needs, contributing to collective success through exceptional collaboration and multitasking abilities. Proficient in policy analysis, risk assessment, and customer service, with a proven track record of managing personal lines accounts and recommending tailored coverage options.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Personal Lines Account Manager
Alera Group
01.2025 - Current
- Managed personal lines insurance accounts, ensuring compliance with industry regulations and internal policies.
- Developed tailored insurance solutions to meet diverse client needs and enhance satisfaction.
- Collaborated with underwriters to assess risks and determine appropriate coverage options for clients.
- Streamlined renewal processes, improving efficiency and increasing client retention rates.
- Analyzed market trends to advise clients on optimal coverage strategies and risk management practices.
- Led training sessions for new hires, contributing to the development of skilled personal lines account managers within the company.
Customer Service Representative
AAA Insurance Company
03.2024 - 01.2025
- Resolved customer inquiries and issues efficiently, enhancing overall satisfaction levels.
- Provided product knowledge and guidance, improving decision-making for customers.
- Collaborated with team members to streamline processes and improve service delivery.
- Managed escalated complaints with professionalism, restoring customer confidence in services provided.
Service Advisor
Jones Acura
01.2024 - 03.2024
- Assisted customers in identifying service needs and provided accurate estimates.
- Coordinated service appointments and managed daily schedule for optimal efficiency.
- Developed strong customer relationships to enhance satisfaction and loyalty.
- Implemented process improvements to streamline service operations and reduce wait times.
Nike Sales Associate
Nike Factory Outlet
11.2023 - 01.2024
- Delivered exceptional customer service, enhancing shopping experience and fostering brand loyalty.
- Assisted in inventory management, ensuring accurate stock levels and timely replenishment of merchandise.
- Collaborated with team members to achieve sales targets through effective communication and teamwork.
- Trained new staff on product knowledge and sales techniques, improving team performance and efficiency.
Licensed Account Representative
NJ Manufacturers
04.2014 - 11.2023
- Offered proactive resolution ideas while driving actionable responses to questions, concerns or challenges, boosting client satisfaction ratings.
- Accepted and processed customer payments and applied toward account balances.
- Investigated billing discrepancies and implemented effective solutions to resolve concerns and prevent future problems.
- Received and processed client payments, and updated accounts.
- Managed client accounts, ensuring timely resolution of inquiries and issues.
- Executed account reviews to identify opportunities for upselling and cross-selling services.
- Trained new team members on account management processes and best practices.
Customer Service Representative
Lowes Home Improvment
03.2012 - 04.2014
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
- Assisted customers with making payments or establishing payment plans to bring accounts current.
- Upheld quality control policies and procedures to increase customer satisfaction.
- Troubleshot shortages and overages to support quality control efforts.
- Answered incoming telephone calls to provide store, products, and services information.
- Made outbound calls to obtain account information.
- Improved customer service wait times to mitigate complaints.
- Trained new employees on procedures and policies to maximize team performance.
- Executed on-time and under-budget project management to resolve complex issues.
Pharmacy Technician
CVS Pharmacy
08.2010 - 03.2012
- Teamed with peers, technicians and pharmacists to prioritize and complete orders.
- Created new customer profiles and updated demographics, allergies and new medications in pharmacy computer systems.
- Assisted pharmacist with clearing high volume of prescriptions and responded to customer questions.
- Interpreted and processed medication orders under supervision of pharmacist.
- Received and verified daily incoming drug inventories, reported discrepancies and logged items into inventory system.
- Transmitted claims to insurance companies for payment and reconciled EOBs.
- Maintained strict patient confidentiality to adhere to HIPAA regulations and avoid data compromises.
- Performed wide range of pharmacy operations with strong commitment to accuracy, efficiency and service quality.
Education
Bachelor of Science - Education And Art
The College of New Jersey
Ewing, NJ05.2006
Skills
- Payment management
- Investigative research
- Billing dispute resolution
- Customer relationship management
- Assisting new clients with policies and accounts
- Building relationships with clients and co-workers making successful teams
- Resolving clients issues with policies and billing
- Assisting team with ideas and tips to help successfully aid with callers
- Cross-selling and upselling
- Policy adjustment knowledge
- Customer follow-up
- Client retention
- Problem resolution
- Team building
- Multitasking
Certification
- Licensed Insurance Producer (Pa, Md, Oh)
Timeline
Personal Lines Account Manager
Alera Group
01.2025 - Current
Customer Service Representative
AAA Insurance Company
03.2024 - 01.2025
Service Advisor
Jones Acura
01.2024 - 03.2024
Nike Sales Associate
Nike Factory Outlet
11.2023 - 01.2024
Licensed Account Representative
NJ Manufacturers
04.2014 - 11.2023
Customer Service Representative
Lowes Home Improvment
03.2012 - 04.2014
Pharmacy Technician
CVS Pharmacy
08.2010 - 03.2012
Bachelor of Science - Education And Art
The College of New Jersey