Allison Snyder
Shoreview,MN
Summary
Dynamic Account Manager with a proven track record at Gopher State Agency, excelling in client relationship management and strategic planning. Demonstrated success in enhancing customer satisfaction and streamlining account servicing processes. Skilled in teamwork and collaboration, consistently achieving goals through innovative solutions and meticulous attention to detail. Experienced with client relationship management, enhancing customer satisfaction through personalized service and strategic account planning. Utilizes negotiation and conflict resolution skills to maintain and renew client contracts, ensuring alignment with business objectives. Track record of leveraging analytical insights to drive client retention and business development.
Overview
26
26
years of professional experience
Work History
Account Manager
Gopher State Agency
03.2013 - Current
- Promoted listings effectively through coordination of marketing initiatives including open houses or virtual tours.
- Developed strong working relationships within the industry network to facilitate smoother transactions with outside professionals such as underwriters and other insurance carriers.
- Enhanced client satisfaction by providing timely and efficient assistance to agents in their daily tasks.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Managed filing system, entered data and completed other clerical tasks.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Cultivated and maintained professional relationships with clients, insurance agents and insurance carriers.
- Enhanced client satisfaction by providing exceptional administrative support and maintaining open communication lines between agents and clients.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Upheld confidentiality standards while managing sensitive information related to insurance or client personal data.
- Helped maintain a positive work environment by taking initiative to address small office issues, such as equipment maintenance or supply replenishment.
- Quoted and issued new insurance quotes and serviced all insurances polices for changes and updates
Agent Assistant
Steven Graham Agency
07.2002 - 03.2013
- Enhanced client satisfaction by providing timely and efficient assistance to agents in their daily tasks.
- Increased overall efficiency by maintaining up-to-date filing systems for contracts, marketing materials, and other essential documents.
- Surpassed team goals by partnering with colleagues to implement best practices and protocols.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Opened and properly distributed incoming mail to promote quicker response to client inquiries.
- Fostered positive relationships with clients, vendors, and colleagues through professional communication skills both in-person and via correspondence.
- Managed filing system, entered data and completed other clerical tasks.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
- Quoted and issued new business quotes for personal lines, commercial lines and life insurance
- Serviced policy holders with changes and additions to their policies
- Assisted coworkers and staff members with special tasks on daily basis.
Loan Verification Specialist
Equitable Assistance
08.2001 - 07.2002
- Resolved discrepancies in application data swiftly, collaborating with applicants to obtain correct information when necessary.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Processed loan applications and monitored progress from start to finish.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
Tag and Title Clerk
Dunlo Motors
06.1998 - 08.2001
- Stayed current on changing state regulations regarding vehicle registration and titling, ensuring consistent adherence to laws.
- Maintained accurate records, ensuring timely and error-free processing of all transactions.
- Assisted customers with completing necessary paperwork, resulting in increased satisfaction rates.
- Communicated with customers to resolve common title issues.
- Prepared tax and title documents to submit legal transfer work to DMV.
- Verified and analyzed free-and-clear title issues, odometer readings, and VIN numbers to finalize sales deals.
- Contacted State Motor Vehicle Department to determine status of pending titles.
Education
Diploma -
Robbinsdale Armstrong High School
Plymouth, MN06.1998
Skills
- Account Management
- Customer Service
- Teamwork and Collaboration
- Client Relations
- Client Relationship Management
- Customer Satisfaction
- Strategic Planning
- Account oversight
- Issue Resolution
- Upselling
Timeline
Account Manager
Gopher State Agency
03.2013 - Current
Agent Assistant
Steven Graham Agency
07.2002 - 03.2013
Loan Verification Specialist
Equitable Assistance
08.2001 - 07.2002
Tag and Title Clerk
Dunlo Motors
06.1998 - 08.2001
Diploma -
Robbinsdale Armstrong High School