Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Ariel Machon Romero

Orlando

Summary

Dynamic Personal Lines Client Manager with a proven track record at NSI Insurance Group, excelling in client services and new business development. Expert in AMS360 and dedicated to achieving a 95% retention rate through strong relationship-building and tailored solutions. Skilled in team oversight, fostering collaboration to enhance customer satisfaction and drive growth.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Personal Lines Client Manager

NSI Insurance Group
05.2021 - Current
  • Delivered exceptional customer service by proactively anticipating client needs and providing tailored solutions.
  • Established trust with clients through consistent follow-ups and a commitment to understanding their unique business needs.
  • Built strong client relationships by responding to inquiries, identifying needs, resolving problems, and maintaining regular communication.
  • Maintained detailed records of all client interactions, ensuring accuracy in reporting and seamless communication across teams.
  • Managed and serviced a diverse book of business, ensuring timely policy renewals and maintaining a 95% retention rate.
  • Provided renewal quotes tailored to clients’ specific needs, maximizing revenue and client satisfaction.
  • Cultivated long-lasting relationships to retain business and identify opportunities for cross-selling and upselling.
  • Generated new business by quoting and securing new policies, contributing to company growth and meeting sales targets.
  • Acted as the primary point of contact for clients, addressing inquiries, resolving issues, and ensuring top-tier customer service.
  • Analyzed clients’ changing needs and offered customized solutions to meet evolving coverage requirements.
  • Collaborated with underwriting, sales, and service teams to ensure seamless policy administration and execution.
  • Monitored industry trends and competitor offerings to maintain a competitive edge in the market.

Insurance Agent

Express Insurance
04.2018 - 04.2021
  • Responded to customer calls promptly to resolve issues and answer inquiries.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Maintained high standards of customer service by building strong client relationships.
  • Focused on generating new business while servicing and retaining existing client accounts.
  • Handled high-volume inbound and outbound calls, assisting clients with their insurance needs.
  • Processed policy changes, endorsements, and coverage modifications accurately.
  • Assisted clients with billing inquiries and processed payments for renewals.
  • Provided expert guidance on coverage options, identifying opportunities for policy upgrades and additional coverage.
  • Resolved customer concerns efficiently, ensuring satisfaction and high retention rates.
  • Stayed up to date on industry regulations and policy changes to maintain compliance.

Call Center Manager

Miami Water and Air
01.2016 - 03.2018
  • Reduced average handling time with the development of comprehensive agent scripts and troubleshooting guides.
  • Provided real-time coaching, guidance and feedback to customer service agents to achieve development goals.
  • Resolved escalated customer issues promptly and professionally to maintain satisfaction.
  • Led daily team meetings to review performance, set targets and motivate staff.

Education

Florida 20-44 Property And Casualty License -

Central Insurance School

Florida 4-40 Customer Representative License -

Florida State College
Jacksonville, FL

High School Diploma -

Colegio Sagrado Corazon
San Salvador, El Salvador
11-2012

Skills

  • Client services
  • Team oversight
  • Financial acumen
  • Time management
  • New business development
  • AMS360
  • QQCatalyst
  • EZlynx
  • PL Rating
  • Quote Rush

Certification

  • 4-40 CSR
  • 20-44 Property & Casualty Personal Lines Trained

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Personal Lines Client Manager

NSI Insurance Group
05.2021 - Current

Insurance Agent

Express Insurance
04.2018 - 04.2021

Call Center Manager

Miami Water and Air
01.2016 - 03.2018

Florida 20-44 Property And Casualty License -

Central Insurance School

Florida 4-40 Customer Representative License -

Florida State College

High School Diploma -

Colegio Sagrado Corazon

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Ariel Machon Romero