BETHANY SANDSTAD
Elk River,MN
Summary
Driven and results-oriented licensed insurance specialist who delivers exceptional, high quality customer service; while accurately assessing client needs and promoting appropriate products. Enthusiastic and dedicated with a desire to seek a position offering new challenges with opportunities for career growth and advancement.
Overview
17
17
years of professional experience
Work History
Account Manager
Capstone Insurance Group
Coon Rapids, MN
01.2025 - Current
- Implemented strategies to cross-sell and upsell insurance products, enhancing customer value.
- Conducted policy reviews and renewals, ensuring retention of assigned book of business.
- Maintained the accuracy of customer data entered into EZ Lynx and Agency Zoom systems.
- Managed high-volume inbound and outbound calls to address customer inquiries, policy changes and concerns.
Account Specialist
Advance Insurance Agency
Edina, Minnesota
02.2024 - 12.2024
- Served as a subject matter expert for non-standard coverage questions, premium increases, and underwriting guidelines.
- Educated customers on new insurance products and services relevant to their needs during initial contact and on renewals.
- Worked successfully with a diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
Account Manager
North Risk Partners
Monticello, MN
04.2022 - 02.2024
- Responded promptly to customer inquiries about their policies and provided timely updates as needed.
- Skillful with AMS 360 software to retrieve client information, add a potential insured, while also utilizing as a rating tool.
- Participated in training programs designed to enhance knowledge base in areas such as underwriting, sales, product development.
- Developed strong relationships with customers by providing knowledgeable advice on products and services.
Insurance Account Manager
Webb Insurance Agency
Buffalo, MN
11.2021 - 04.2022
- Navigated EZ-Lynx software computer system to look up customer information, document files and use as follow up.
- Exceeded established service goals while leveraging in-coming calls, customer service, sales and employee best practices.
- Displayed strong telephone etiquette, effectively handling difficult calls; while maintaining exceptional professionalism.
- Cultivated professional relationships, which created continuous client referral streams.
Account Manager
Juniper Insurance Agency
Edina, MN
01.2021 - 11.2021
- Effectively communicated with clients by phone and email to answer questions and offer services.
- Executed on-time handling of complex issues.
- Collaborated with multiple carriers to determine how best to align new offerings with business goals.
- Documented and tracked customer account details using NowCerts Software.
Account Executive
Array Financial Services Inc.
Minneapolis, MN
06.2019 - 01.2021
- Highly trained and efficient with Hawksoft Insurance Software.
- Diligently prepared quotes for potential clients, upselling special packages and maintaining high levels of accuracy.
- Supported clients with individualized attention, problem solving and speedy issue resolution.
- Cultivated professional relations with carriers to establish long-term profitable partnerships.
Senior Customer Service Representative
Allstate - The Jacob Group Agency
Plymouth, Minnesota
08.2018 - 06.2019
- Memorized company products and services to answer customer questions quickly and capitalize on upsell opportunities
- Skillfully and patiently explained coverage options to potential and current policyholder's, answering any questions and providing solutions
- Drove client retention by increasing savings opportunities and identifying premium discounts
- Partnered with staff to share and implement best practices; working effectively to build the agency's reputation as a service provider
Account Manager
Insurance Brokers of MN
Blaine, Minnesota
07.2017 - 08.2018
- Researched coverage and premium options and supplied clients along with potential insureds with the best coverage available through many markets.
- Analyzed customer needs and then provided the best options, upselling products and services.
- Prepared necessary paperwork to process insurance sales, renewals, billing and policy changes.
- Engaged customers and provided a high level of service by carefully responding to questions and concerns.
Account Manager
HomeServices Insurance
St. Paul, MN
04.2016 - 06.2017
- Presented and clearly explained insurance policy options to clients based on their needs and goals.
- Processed applications, payments, corrections, endorsements and cancellations.
- Supported agency efforts to acquire and retain profitable business while establishing relationships with multiple insurance carriers.
- Promoted client retention through high-quality service and follow through via telephone, in person and in writing.
Account Technician
Allianz Global Corporate & Specialty
Minneapolis, MN
05.2015 - 04.2016
- Collected, analyzed and validated all agency information required for commercial insurance policies.
- Calculated quotes on new business and renewal products for specific underwriter and agent.
- Identified and analyzed account differences to ensure all items were booked correctly and differences were resolved in a timely and accurate manner.
- Modeled exceptional customer service skills and collaborative relationships with underwriters and agents.
Customer Service Specialist
Liberty Mutual Insurance
Minneapolis, MN
06.2008 - 05.2015
- Responsible for advising and answering customer's needs and questions in regards to their personal auto and home insurance.
- Developed and implemented sales plans and managed all phases of the sales cycle - from prospecting to close and follow up support.
- Evaluated leads while obtaining new clients and developed clientele by networking, direct referrals and lead databases.
- Provided successful results while being able to multi task in a large call volume setting.
Education
Bachelor of Science - Mass Communications
St. Cloud State University
2004
Skills
- Property and Casualty expert
- Extensive experience in sales, prospecting and lead generation
- Exceptional communication skills
- Complex problem-solver
Timeline
Account Manager
Capstone Insurance Group
01.2025 - Current
Account Specialist
Advance Insurance Agency
02.2024 - 12.2024
Account Manager
North Risk Partners
04.2022 - 02.2024
Insurance Account Manager
Webb Insurance Agency
11.2021 - 04.2022
Account Manager
Juniper Insurance Agency
01.2021 - 11.2021
Account Executive
Array Financial Services Inc.
06.2019 - 01.2021
Senior Customer Service Representative
Allstate - The Jacob Group Agency
08.2018 - 06.2019
Account Manager
Insurance Brokers of MN
07.2017 - 08.2018
Account Manager
HomeServices Insurance
04.2016 - 06.2017
Account Technician
Allianz Global Corporate & Specialty
05.2015 - 04.2016
Customer Service Specialist
Liberty Mutual Insurance
06.2008 - 05.2015
Bachelor of Science - Mass Communications
St. Cloud State University
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