Amy Jarrett
Princeton
Summary
Results-driven Account Manager successful at handling numerous clients and difficult individuals. Focused on attending to various customer needs with history achieving and exceeding expectations.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Senior Account Manager
Acrisure LLC
Boulder
06.2022 - Current
- Manage a high-volume workload while maintaining attention to detail and meeting tight deadlines.
- Develop and maintain strong relationships with clients, resulting in higher client retention rates.
- Identify upsell and cross-sell opportunities within existing accounts, leading to an increase in revenue.
- Serve as the main point of contact for all client inquiries and issue resolution
- Collaborate with the finance team to resolve billing discrepancies and ensure timely payment collection
- Increase customer loyalty by proactively addressing any issues or concerns raised by clients in a timely manner
- Proficient in Applied Epic and Indio, with some experience in CSR24.
Commercial Lines Account Manager
Riddle Insurance
Madisonville
06.2017 - 06.2022
- Day-to-day maintenance and servicing of assigned Commercial Lines accounts, Including but not limited to:
- Managing client retention and cross-sales for a $2.25 million book of commercial line business.
- Marketed/quoted all new business for 2 offices. This includes new business submissions for 10+ producers.
- Achieved agency account retention goals through proactive account rounding and providing exemplary client service.
- Ran daily/weekly activity reports to reduce commission and billing errors. Ran monthly production reports for producers to track new business placement and current business retention.
- Handled in-office IT problems and acted as liaison with contracted IT management firm.
- Redesigned and data-mapped proposals within agency management system. Made changes to proposals within system as needed.
- Proficient in Applied Epic agency management software, including administrative functions and reporting.
Quality Coordinator
TreeHouse Foods
Princeton
03.2016 - 12.2016
- Maintained well-organized, detailed, and legible records.
- Supported operations management in problem resolution.
- Identified and recorded any problems relating to food safety and quality of the product, processes, quality system, or safety system.
- Analyzed the daily operations and implemented new system to decrease cost and improve efficiency by developing digital form.
- Collected software user data and analyzed daily operations to improve functions, time management, and user friendliness.
Telehealth Project Manager
Baptist Health Madisonville
Madisonville
02.2013 - 04.2015
- Handled the operations of telecommunications equipment required to present administrative/clinical/educational programming over the Kentucky Telehealth Network including scheduling, coordinating, and setting-up of conferences and consultations.
- Acted as clinical and training support for West Kentucky Telehealth Training Center and partner sites.
- Trained partner sites in set-up, use and troubleshooting of equipment required for the presentation of administrative/clinical/educational programming.
- Marketed use of system to partner sites, health care professionals and general community, as well as recruited and trained health care professionals in the use of the system.
- In course of duties, routinely utilized Novell Login, Groupwise/Outlook, Microsoft Word, Microsoft Excel, Internet Explorer, Citrix, Physicians Portal, and Internet-based systems such as the KTHN ITV schedule.
Executive Director
Caldwell County Free Clinic
Princeton
07.2010 - 09.2011
- Responsible for efficient supervision of volunteer clinic staff and operations.
- Grant writing and reporting management.
- Managed all clinic communication programs.
- Responsible for securing needed resources of the clinic including, but not limited to, supervision of grant proposals, soliciting in-kind donations, oversight of special events.
- Collaborated with medical staff and volunteers to adhering to protocols for patient care and follow-up.
- Maintained accurate clinic financial records in a timely manner making available to the Board of Directors.
- Participated with other health care professionals to assess and implement new services.
- Participated in quality improvement activities as directed by the Board of Directors and/or Medical Director.
Education
Property & Casualty (Non-Resident Insurance License) -
CaliforniaProperty & Casualty (Non-Resident Insurance License) -
ColoradoProperty & Casualty (Insurance License) -
KentuckyAccounting (Associates) -
Kaplan University
Skills
- Microsoft Suite
- Account management
- Upselling
- Customer complaint resolution
- Account retention strategies
- Applied Epic proficiency
- Client relationship management
Certification
- Insurance Producer License
- Property & Casualty License
Personal Information
Work Permit: Authorized to work in the US for any employer
Additional Information - Unique Skills
- Administrative writing skills
- Use of proper documentation procedures
- HIPAA and patient privacy
- Professionalism and confidentiality
- Experience/training using Microsoft Office
- Strong oral and written communication
- Time management/problem solving skills
- Able to work effectively/efficiently as part of a team, as well as independently
Timeline
Senior Account Manager
Acrisure LLC
06.2022 - Current
Commercial Lines Account Manager
Riddle Insurance
06.2017 - 06.2022
Quality Coordinator
TreeHouse Foods
03.2016 - 12.2016
Telehealth Project Manager
Baptist Health Madisonville
02.2013 - 04.2015
Executive Director
Caldwell County Free Clinic
07.2010 - 09.2011
Property & Casualty (Non-Resident Insurance License) -
Property & Casualty (Non-Resident Insurance License) -
Property & Casualty (Insurance License) -
Accounting (Associates) -
Kaplan University