Account Representative
- Managed client accounts, ensuring adherence to policy and coverage requirements.
- Provided exceptional customer service, resolving inquiries and claims efficiently.
- Facilitated communication between clients and internal teams to enhance service delivery.
- Analyzed client needs to recommend suitable insurance products and coverage options.
- Contacted customers to assess satisfaction and current needs.
- Identified possible at-risk accounts enabling preemptive intervention measures before any loss or dissatisfaction occurred.
- Handled over 30 incoming calls, emails & fax along with walk ins and appointments.
