Angela Spinks
Scottsdale,AZ
Summary
Results-driven Personal Lines Account Executive with expertise in client retention, policy analysis, and account servicing. Committed to developing personalized insurance solutions that enhance customer satisfaction and drive growth.
Overview
23
23
years of professional experience
Work History
Personal Lines Account Executive
HBW Insurance Group
Scottsdale, AZ
02.2021 - Current
- Develop personalized insurance solutions for clients, enhancing customer satisfaction and retention.
- Analyze client needs to recommend appropriate coverage options, ensuring comprehensive policy alignment.
- Educate clients on policy features and benefits, improving their understanding of coverage details.
- Participate in ongoing training programs to stay current on industry trends and best practices.
- Utilize CRM software to effectively manage client information and track interactions for optimal account management practices.
- Manage personal lines accounts, ensuring all documentation is updated and accurate.
- Develop comprehensive insurance proposals tailored to individual client needs.
- Market and sell insurance policies directly to clients.
- Negotiate competitive rates with carriers on behalf of clients, securing favorable terms while maintaining adequate coverage levels.
- Respond to billing inquiries, coverage verification and other questions by phone and email.
- Assist clients with claims processing, providing guidance and support throughout the process.
- Streamline policy renewal processes for improved efficiency and client retention.
- Educate clients on insurance policies and procedures.
- Provide exceptional sales support to field producers.
Personal Lines Account Manager
Premier Southwest Insurance Group
Scottsdale, AZ
09.2009 - 01.2021
- Managed client accounts, ensuring comprehensive coverage and optimal service delivery.
- Facilitated policy renewals and adjustments, enhancing customer satisfaction and retention.
- Trained and mentored junior staff on account management best practices and industry regulations.
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
- Improved client retention by providing exceptional customer service and addressing policy inquiries in a timely manner.
- Educated clients on insurance policies and procedures.
- Collected premiums on or before the effective date of coverage.
- Developed and maintained strong relationships with clients to enhance customer satisfaction and retention.
Personal Lines Customer Service Representative
American Family Insurance
Phoenix, AZ
03.2003 - 08.2009
- Assisted clients with policy information, ensuring accurate understanding of coverage options.
- Resolved customer inquiries through effective communication and problem-solving techniques.
- Managed claims processing efficiently, maintaining compliance with company standards.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Responded to customer requests for products, services, and company information.
Skills
- Managing accounts
- Account servicing
- Risk assessment
- Cross-selling techniques
- Calculating quotes
- Preparing quotes
- Writing policies
- Quote analysis
- Policy customization
- Quote estimation
- Problem-solving
- Time management
- Attention to detail
- Teamwork
- Customer service
- P&C Licensed in AZ, CA, and MD
Timeline
Personal Lines Account Executive
HBW Insurance Group
02.2021 - Current
Personal Lines Account Manager
Premier Southwest Insurance Group
09.2009 - 01.2021
Personal Lines Customer Service Representative
American Family Insurance
03.2003 - 08.2009