Benjamin Rockwell
Port Charlotte,FL
Summary
Dynamic insurance professional with a proven track record at USAA, excelling in account management and customer service. Skilled in client needs analysis and relationship building, I effectively enhance member satisfaction and retention. Adept at utilizing CRM software to tailor solutions, ensuring members receive optimal coverage and support. Maintain a professional rapport to earn members trust.
Overview
6
6
years of professional experience
Work History
Personal Lines Account Manager I
USAA Insurance Agency
11.2022 - Current
- Manage member accounts, ensuring timely resolution of inquiries and issues.
- Develop and maintain strong rapport with members to enhance satisfaction and earn members trust.
- Review policy renewals and make adjustments per request, ensuring compliance with industry regulations.
- Analyze member needs to recommend appropriate insurance products and services.
- Collaborate with underwriting teams to facilitate accurate risk assessments for members.
- Monitor industry trends to align service offerings with changing member demands.
Personal Lines Account Manager I High Value Homes
USAAInsurnce Agency
02.2025 - 09.2025
- Rotation opportunity, assisted High Value Homes department with in bound sales calls for our affluent members.
- Quoted and issued homeowners, auto, umbrella and valuable personal property policies.
- Worked with PURE and Chubb along with USAA systems to get member best fit for their needs.
- Managed member relationships, ensuring satisfaction and retention through effective communication and tailored solutions.
- Built rapport with members to be able to find what policies they need.
New Member Acquisitions
USAA
03.2022 - 11.2022
- Rolled out the red carpet and onboarded our new members.
- Established membership eligibility, created USAA profiles, and acted as the first contact most members had with USAA.
- Listened to members needs to tailor the calls towards what the needed.
- Licensed in all 50 states quoting new members and explaining the benefits that USAA has to offer.
- Utilized tools and resources available to support members.
Insurance Professional II
USAA
01.2021 - 02.2022
- Provide high level of customer service assisting members with homeowners, auto insurance, and valuable personal property across all 50 states.
- Deepen member relationships through identifying life events that could lead to sales of new products or needs.
- Ensure members are financially protected through USAA offered products.
- Explained coverages questions and make necessary policy changes
Education
Bachelor of Arts - Criminal Justice
University of Dubuque
Dubuque, IA05-2013
Skills
- Account management
- Customer service
- Teamwork and collaboration
- Relationship building
- Member rapport
- Ability to speek with anyone
- CRM software
- Professionalism and ethics
- Client needs analysis
Timeline
Personal Lines Account Manager I High Value Homes
USAAInsurnce Agency
02.2025 - 09.2025
Personal Lines Account Manager I
USAA Insurance Agency
11.2022 - Current
New Member Acquisitions
USAA
03.2022 - 11.2022
Insurance Professional II
USAA
01.2021 - 02.2022
Bachelor of Arts - Criminal Justice
University of Dubuque