Brianna Dustin
Kathleen
Summary
Dynamic Personal Lines Account Manager with a proven track record at Sale Insurance Agency, adept in policy analysis and client service. Excelling in multitasking and attention to detail, I consistently surpassed performance metrics, significantly improving client retention and contributing to revenue growth through strategic cross-selling. Skilled in team collaboration and adapting to new challenges, I bring both hard and soft skills to exceed employer expectations.
Overview
5
5
years of professional experience
Work History
Personal Lines Account Manager
Sale Insurance Agency
04.2023 - Current
- Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Exceeded performance metrics consistently by efficiently managing workload and prioritizing tasks based on urgency and complexity levels.
- 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.
- Conducted comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
- Facilitated smooth transitions during times of company growth or restructuring by adapting quickly to new systems and processes while maintaining high-quality service standards.
- Provided ongoing support to colleagues experiencing higher workloads due to staff absences or fluctuations in business demands.
- Maintained up-to-date knowledge of industry trends and regulations, allowing for informed recommendations to clients regarding their insurance needs.
- Collaborated with sales team to cross-sell additional products, resulting in expanded portfolio offerings and increased revenue.
Bubbaques
Server
02.2020 - 12.2023
- Excelled in managing tasks within time-sensitive conditions.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
Education
04-40 - Customer Service
Florida Insurance College
High School Diploma -
Kathleen Senior High School
Lakeland, FL05.2020
Skills
- Underwriting principles
- Insurance products
- Client service
- Policy analysis
- Performance tracking
- Team training and development
- Customer needs assessment
- Risk management
- Account management
- Client account management
- New policy quotations
- Teamwork and collaboration
Timeline
Personal Lines Account Manager
Sale Insurance Agency
04.2023 - Current
Bubbaques
Server
02.2020 - 12.2023
04-40 - Customer Service
Florida Insurance College
High School Diploma -
Kathleen Senior High School
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