Amanda Wilson
Palm Coast,FL
Summary
Experienced with managing personal lines insurance accounts, ensuring all client needs are met efficiently. Track record of maintaining high client satisfaction and fostering strong relationships.
Overview
4
4
years of professional experience
Work History
Personal Lines Account Executive
King Risk Partners
11.2024 - 03.2025
- Managed multiple clients insurance policies.
- Assisted Producers for new and existing policies.
- Achieved established sales goals.
Insurance Account Representative
Sherrill Schultz State Farm
08.2024 - 11.2024
- Developed leads and scheduled appointments.
- Use customer-focused needs-based review to educate customers.
- Worked with agent to meet sales goals.
Commercial Customers Service Representative
Brown & Brown Insurance
10.2023 - 08.2024
- Set up New and Established client policies.
- Issued, Processed agency and direct bill endorsements.
- Ordered Loss Run Reports and ran MVR's.
Insurance Account Representative
Tony Pearson State Farm
03.2021 - 10.2023
- Contacted Underwriters and submitted forms to obtain binder coverage.
- Monitored clients' insurance coverage to ensure changing needs were met.
- Achieved repeat business and referrals through personalized service.
Education
Associate of Arts - General Education
Florida State College At Jacksonville
Jacksonville, FL05-2008
Skills
- Policy analysis
- Managing accounts
- Underwriting principles
- Account servicing
- Qualified Commerical Lines Specialist
- Client retention
- Cross-selling techniques
- Insurance products
- Time Management
- Service Oriented
- AMS and ImageRight
Timeline
Personal Lines Account Executive
King Risk Partners
11.2024 - 03.2025
Insurance Account Representative
Sherrill Schultz State Farm
08.2024 - 11.2024
Commercial Customers Service Representative
Brown & Brown Insurance
10.2023 - 08.2024
Insurance Account Representative
Tony Pearson State Farm
03.2021 - 10.2023
Associate of Arts - General Education
Florida State College At Jacksonville
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