Amy Hirsch
Bristol,FL
Summary
Knowledgeable Insurance Representative promoting more than 27 years' expertise successfully working for organizations in the Insurance market. Courteous and cordial with a desire to take on challenges at a new company. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Personal Lines Account Manager
Boyd Insurance & Investment Services
Bradenton, Florida
03.2024 - Current
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
- Identified potential risks associated with policyholders and offered appropriate solutions.
- Reviewed policies for accuracy and ensured that coverage met the individual needs of each client.
- Developed appropriate quotes based on risk information.
- Provided customer service to clients, including answering questions and resolving issues.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Conducted periodic reviews of existing policies to determine if coverage should be modified or renewed.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Developed relationships with clients and other insurance professionals to ensure client satisfaction.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Strengthened traceability by developing organization systems for keeping records, reports, and agendas.
- Attended meetings with clients to discuss their insurance needs and provide advice accordingly.
- Implemented procedures designed to improve efficiency within the department.
- Processed changes to existing policies, such as cancellations, endorsements, reinstatements and renewals.
- Achieved repeat business and referrals through personalized services.
Personal Lines Account Manager
HUB International Limited
Crawfordville, FL
10.2014 - 03.2024
- Calculate premiums and established payment methods, receiving customer payments and issuing receipts.
- Explain coverage options to potential policyholders, answering questions or concerns.
- Contact underwriters and submitted forms to obtain binder coverage.
- Attend meetings with clients to discuss their insurance needs and provide advice accordingly.
- Conduct periodic reviews of existing policies to determine if coverage should be modified or renewed.
- Develop appropriate quotes based on risk information.
- Review policies for accuracy and ensured that coverage met the individual needs of each client.
- Develop relationships with clients and other insurance professionals to ensure client satisfaction.
- Track renewal dates for all personal lines accounts and provided timely reminders to customers prior to expiration date.
- Provide customer service to clients, including answering questions and resolving issues.
- Advise clients on available options based on their individual circumstances.
- Display strong telephone etiquette, effectively handling difficult calls.
- Complete day-to-day duties accurately and efficiently.
- Provide excellent service and attention to customers when face-to-face or through phone conversations.
- Recognized by management for providing exceptional customer service.
- Identify needs of customers promptly and efficiently.
- Understand and follow oral and written directions.
- Assist with customer requests and answered questions to improve satisfaction.
Personal Lines Account Manager
Earl Bacon Agency
Tallahassee, FL
08.1997 - 10.2014
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Identified potential risks associated with policyholders and offered appropriate solutions.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Attended meetings with clients to discuss their insurance needs and provide advice accordingly.
- Conducted periodic reviews of existing policies to determine if coverage should be modified or renewed.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Processed changes to existing policies, such as cancellations, endorsements, reinstatements and renewals.
- Maintained accurate records of all policy information in company database.
- Assisted in the development of new business opportunities by preparing proposals, presentations, and quotes.
- Developed appropriate quotes based on risk information.
- Reviewed policies for accuracy and ensured that coverage met the individual needs of each client.
- Developed relationships with clients and other insurance professionals to ensure client satisfaction.
- Tracked renewal dates for all personal lines accounts and provided timely reminders to customers prior to expiration date.
- Provided customer service to clients, including answering questions and resolving issues.
- Advised clients on available options based on their individual circumstances.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Achieved repeat business and referrals through personalized services.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Exceeded customer satisfaction by finding creative solutions to problems.
- Completed day-to-day duties accurately and efficiently.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Recognized by management for providing exceptional customer service.
- Identified needs of customers promptly and efficiently.
- Understood and followed oral and written directions.
- Assisted with customer requests and answered questions to improve satisfaction.
Education
High School Diploma -
Liberty County High School
Bristol, FL05-1995
Skills
- Service Marketing
- Customer Engagement
- Risk Mitigation
- Policy Sales
- Account Management
- Data Entry
- Insurance Practices
- Policy Renewals
- Insurance Eligibility
- Customer Referrals
- Property and Casualty Insurance
- Billing Inquiries
- Insurance Policy Sales
- Policy Changes
- Requirements Reviews
- Insurance Coverage Verification
- Critical Thinking
Certification
- 2-20 General Lines License
- 2-15 Health and LIfe Insurance License
References
References available upon request.
Timeline
Personal Lines Account Manager
Boyd Insurance & Investment Services
03.2024 - Current
Personal Lines Account Manager
HUB International Limited
10.2014 - 03.2024
Personal Lines Account Manager
Earl Bacon Agency
08.1997 - 10.2014
High School Diploma -
Liberty County High School