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
Palm Coast, FL
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
Port Orange, FL
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
Daytona Beach, FL
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
Ormond Beach, FL
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.