Alysia Adler
Lake Mary
Summary
Results-driven account manager specializing in client needs assessment, policy formulation, and risk analysis. Proven track record of enhancing customer satisfaction and loyalty through personalized service and effective communication strategies.
Overview
38
38
years of professional experience
1
1
Certification
Work History
Account Manager
Blackadar Insurance Agency, Inc.
Longwood
08.2005 - 05.2026
- Achieved repeat business through personalized service and relationship building.
- Educated customers on policy options and significance of adequate coverage for financial security.
- Analyzed client needs and recommended appropriate insurance products for individual situations.
- Monitored clients' insurance coverages to align with evolving needs and ensure comprehensive protection.
- Conducted follow-up communications to assess client satisfaction and resolve inquiries promptly.
- Collaborated with underwriters to evaluate risks and establish competitive premiums.
- Managed administrative tasks including filing, record-keeping, and payment processing.
- Maintained accurate transaction records to ensure compliance with company procedures.
- Participated in continuing education courses to remain informed about industry changes.
Customer Service Representative
Sandberg Insurance Agency
Orlando
12.1995 - 08.2005
- Resolved customer issues through knowledgeable service, promoting satisfaction and loyalty.
- Educated clients on coverage options to enhance understanding of policies.
- Assisted clients with policy inquiries and claims processing efficiently.
- Informed customers about billing procedures and facilitated payment option setup.
- Built strong customer relationships through personalized assistance, encouraging repeat business.
- Anticipated needs to enhance productivity and elevate customer service levels.
- Collaborated with team members to streamline communication processes effectively.
- Resolved complex problems by coordinating with departments to meet customer needs.
Assistant Underwriter Commercial Insurance
United Southern Ins Co/Transportation Ins Spec
Melbourne
10.1988 - 10.1995
- Conducted comprehensive analysis of applications and loss control reports to determine acceptable risk levels.
- Evaluated accuracy and integrity of information supplied by applicants to maintain underwriting standards.
- Assisted underwriters in reviewing insurance applications, ensuring accuracy and completeness.
- Calculated premiums based on established underwriting policies and procedures to minimize losses.
- Collected and reviewed third-party reports to support underwriting decisions effectively.
- Prepared documentation for policy issuance and renewals to ensure compliance with regulations.
Education
High School Diploma -
Taunton High School
Taunton, MA06-1986
Skills
- Client needs assessment
- Policy formulation
- Risk analysis
- Compliance management
- Claims administration
- Customer relationship management
Certification
- AIAM designation 2025 - FAIA
- Florida Insurance Agent 220 License 2011
- Florida Customer Service Representative 440 license 1996
Affiliations
- Volunteer - Keep Seminole Beautiful
Timeline
Account Manager
Blackadar Insurance Agency, Inc.
08.2005 - 05.2026
Customer Service Representative
Sandberg Insurance Agency
12.1995 - 08.2005
Assistant Underwriter Commercial Insurance
United Southern Ins Co/Transportation Ins Spec
10.1988 - 10.1995
High School Diploma -
Taunton High School