Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Caitlin Hall

Naples,FL

Summary

Senior Account Manager at Acrisure, LLC, skilled in account management and client retention. Proven track record of enhancing customer satisfaction through effective communication and timely issue resolution. Adept at negotiating solutions and collaborating with teams to exceed performance goals, ensuring clients receive the best products and services tailored to their needs.

Overview

21
21
years of professional experience
1
1
Certification

Work History

Senior Account Manager

Acrisure, LLC
Naples, FL
07.2024 - Current
  • Managed client accounts to ensure satisfaction and retention.
  • Built strong relationships with clients through regular check-ins and support.
  • Resolved client issues in a timely manner while maintaining excellent customer service standards.
  • Oversaw multiple accounts and worked diligently to meet and exceed performance goals.
  • Verified and updated account information to keep details current.
  • Acted as main point of contact in matters relating to client concerns and needs.
  • Listened to customer needs to identify and recommend best products and services.
  • Greeted and assisted customers to foster positive experiences.

Account Executive

Gulfshore Insurance
Naples, FL
10.2013 - 07.2022
  • Developed strong client relationships through regular communication and support.
  • Conducted thorough policy reviews to ensure client needs were met effectively.
  • Coordinated with underwriters to secure appropriate coverage for clients.
  • Managed renewal processes, ensuring timely updates and accurate documentation.
  • Collaborated with internal teams to resolve client inquiries and issues promptly.
  • Educated clients on insurance products and services to enhance understanding.
  • Provided timely customer service support to resolve any issues quickly and efficiently.
  • Participated in training sessions on topics related to sales techniques or industry regulations.
  • Maintained up-to-date knowledge of industry trends and developments.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.

Property Manager

Advanced Property Management
Naples, FL
08.2004 - 09.2013
  • Coordinated maintenance requests and scheduled repairs efficiently.
  • Conducted property inspections to maintain quality standards.
  • Developed budgets and monitored expenses for property operations.
  • Collaborated with vendors to ensure timely service delivery.
  • Handled resident complaints and expedited maintenance requests.
  • Assessed rental applications, conducted background checks, and approved or denied prospective tenants based on established criteria
  • Reviewed Condominium and Homeowner Association Statutes regularly
  • Demonstrated in-depth knowledge of community rules and regulations.
  • Collaborated with board of directors to address financial matters and develop budgetary guidelines.

Education

Associate of Arts - Liberal Studies

Middlesex Community College
Bedford
01-2009

High School Diploma -

Melrose High School
Melrose
06-1999

Skills

  • Account management
  • Customer service
  • Client retention
  • Negotiation skills
  • Time management
  • Team collaboration
  • Effective communication
  • Industry knowledge
  • Team Training

Certification

  • Florida 220 Agents License

Timeline

Senior Account Manager

Acrisure, LLC
07.2024 - Current

Account Executive

Gulfshore Insurance
10.2013 - 07.2022

Property Manager

Advanced Property Management
08.2004 - 09.2013

Associate of Arts - Liberal Studies

Middlesex Community College

High School Diploma -

Melrose High School

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