Amanda Simmons
Morriston
Summary
Dedicated and dynamic account manager with expertise in client relations and CRM software, honed after many years in the insurance industry. Excelled in boosting client satisfaction and fostering long-term relationships. Proven track record in enhancing team performance and driving new business growth. Adept at relationship building and delivering exceptional customer service.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Account Manager
Northeast Risk Solutions
07.2024 - 07.2025
- Managed client accounts to ensure timely policy renewals and accurate coverage adjustments.
- Assisted clients with inquiries, providing detailed explanations of policy terms and conditions.
- Maintained comprehensive records in agency management software for compliance and reporting purposes.
- Developed long-lasting relationships with clients to foster trust, loyalty, and a deep understanding of their insurance needs.
- Boosted client satisfaction by providing exceptional customer service and addressing insurance inquiries promptly.
- Met with Carriers to develop agency relations.
- Cold Calling New Leads
- New business quoting, binding and Selling
Team Leader- Agent
Darr Schackow Insurance
10.2016 - 07.2024
- Conducted policy reviews to ensure compliance with industry regulations.
- Cold calling to generate new growth.
- New Business- Quote Bind and Sell
- Facilitated client onboarding processes, enhancing customer satisfaction and retention.
- Utilized CRM systems to track client interactions and manage follow-ups effectively.
- Coordinated monthly team activities to ensure smooth operations and task completion.
- Assisted in training new team members on procedures and best practices.
- Provided support in resolving operational challenges and customer inquiries promptly.
- Developed team members'' skills through targeted coaching sessions, resulting in improved individual performance.
- Evaluated team member performance against established objectives during regular reviews, offering praise for achievements or identifying areas requiring further development.
- Mentored junior staff members, helping them develop their leadership potential and advance in their careers.
- Developed training materials to enhance employee onboarding process.
- Conducted assessments to evaluate training effectiveness and employee satisfaction.
- Processed carrier statements and invoces.
- Collected down payments and finance agreements.
Assistant Manager
Advance America- Cash Advance
09.2014 - 12.2015
- Processed loan applications efficiently, ensuring compliance with regulations and internal policies.
- Evaluated financial documents to verify borrower information and assess risk factors accurately.
- Trained junior staff on best practices in loan processing and regulatory requirements consistently.
- Oversaw daily store operations, ensuring adherence to company policies and procedures.
- Managed financial reports, monitoring budgets to ensure operational efficiency.
- Increased store traffic by organizing engaging events and promotions that appealed to target customers.
- Cold and warm calls
- Monitored monthly and annual profit and loss reports.
Key Holder
Ginnie Springs Outdoors
05.2003 - 09.2014
- Supervised daily store operations, ensuring high standards of customer service and operational efficiency.
- Managed cash handling procedures, maintaining accuracy during transactions and end-of-day reconciliations.
- Implemented inventory management practices that improved stock accuracy and reduced shrinkage rates.
- Trained new employees on store policies, procedures, and customer engagement strategies for seamless onboarding.
- Coordinated visual merchandising efforts, optimizing product displays to drive sales and enhance customer experience.
- Resolved customer complaints professionally, resulting in increased customer satisfaction and loyalty.
- Oversaw store operations by counting cash drawers, reviewing equipment management, and supervising staff.
- Swept and mopped floor, wiped windows and fixtures after closing to maintain organized and tidy store.
- Monitored store inventory and placed orders as needed.
- Supervised large events and event planning.
Education
Santa Fe College
Gainesville, FLBell High School
Bell Fl05-2007
Skills
- Account management
- Customer service
- Teamwork and collaboration
- Client & carrier relations
- Relationship building
- CRM software
- Notarial acts- Florida Notary
Certification
- Licensed 2-20 Florida Agent
- CNP - Certified Notary Public
Timeline
Account Manager
Northeast Risk Solutions
07.2024 - 07.2025
Team Leader- Agent
Darr Schackow Insurance
10.2016 - 07.2024
Assistant Manager
Advance America- Cash Advance
09.2014 - 12.2015
Key Holder
Ginnie Springs Outdoors
05.2003 - 09.2014
Santa Fe College
Bell High School
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