Summary
Overview
Work History
Education
Skills
Timeline
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Allyson Viola

Harrison,NY

Summary

Dynamic Personal Risk Advisor with proven leadership at Acrisure, adept at managing high-value client portfolios and enhancing retention through strategic relationship building. Skilled in operational risk management and effective communication, I successfully optimized workflows and mentored teams, driving significant improvements in service delivery and client satisfaction.

Overview

26
26
years of professional experience

Work History

Personal Risk Advisor - Team Lead

Acrisure
01.2024 - Current


  • Service a $3.5 million book of business for HNW clients within the Private Risk Department.
  • Manage a team of 11 Personal Lines Risk Advisors as a Team Lead to help assist with servicing, marketing and other customer service related issues.
  • Build strong relationships with underwriters and marketing representatives.
  • Navigate the complexities of E&S Lines for challenging placements.
  • Extensive knowledge of coverages, company guidelines and products to ensure proper coverage for clients.
  • Build trusting relationships with clients to succeed with high retention.

Personal Lines Manager

Goodhart National Gorman Agency/Acrisure LLC
12.2013 - 01.2024
  • Managed a diverse book of business, catering to various demographics and coverage needs within the personal lines sector.
  • Optimized workflow processes by implementing digital solutions such as automated document storage systems that streamlined day-to-day operations.
  • Mentored junior team members, sharing industry knowledge and best practices for effective policy management.
  • Offered broadest possible coverage for new and existing business clients in order to maximize sales.

Assistant Manager - Personal Lines

Goodhart National Gorman Agency/Acrisure LLC
08.1999 - 12.2013
  • Fostered strong relationships with clients through regular communication and attentive service.
  • Increased policy retention rates by conducting comprehensive policy reviews and recommending appropriate coverage adjustments.
  • Enhanced customer satisfaction by resolving complex insurance inquiries and providing personalized solutions.
  • Coordinated with underwriting teams for policy changes, ensuring timely updates and accurate endorsements on clients'' policies.

Education

Harrison High School
Harrison, NY

Westchester Community College
Valhalla, NY

Skills

  • Teamwork and collaboration
  • Excellent communication
  • Team leadership
  • Decision-making
  • Problem-solving
  • Time management
  • Attention to detail
  • Problem-solving abilities
  • Multitasking Abilities
  • Reliability
  • Operational risk management

Timeline

Personal Risk Advisor - Team Lead

Acrisure
01.2024 - Current

Personal Lines Manager

Goodhart National Gorman Agency/Acrisure LLC
12.2013 - 01.2024

Assistant Manager - Personal Lines

Goodhart National Gorman Agency/Acrisure LLC
08.1999 - 12.2013

Harrison High School

Westchester Community College

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Allyson Viola