Camelia Imani

As a dependent and experienced P&C ,Heath&Life licensed producer

my qualification over 20 years of customer service and sales :

• Acted as the primary point of contact for assigned clients, facilitating a smooth transition from the sales process through onboarding, policy servicing, and renewal.
• Built and maintained strong client relationships by providing proactive support and ongoing account management
• Communicated policy details, coverage expectations, service processes, and business relationship expectations throughout the policy term
• Managed client accounts throughout the policy term by processing policy adjustments and resolving issues in a timely manner
• Responded to client inquiries and processed endorsements while assisting with claims, audits, and inspections to ensure client satisfaction
• Coordinated with underwriters, carriers, and internal teams to resolve policy and account issues while ensuring a consistent client experience
• Monitored upcoming renewals and engaged clients to review coverage needs and changes in their business operations.
• Conducted consultative renewal reviews and recommended coverage adjustments, enhancing client retention and satisfaction
• Identified and presented opportunities to cross-sell bundled or complementary insurance products, aligning with client needs and objectives
• Introduced additional insurance solutions that align with client growth and evolving coverage requirements
• Maintained accurate and up-to-date client records in applicable systems, including interactions, policy updates, and referral information
• Ensured data integrity and timely documentation to support reporting, account visibility, and business decision-making
• Generated referrals by delivering exceptional service and cultivating strong client relationships
• Partnered with sales, underwriting, carrier, and customer service teams to support client needs and facilitate issue resolution
• Maintained knowledge of commercial insurance products, carrier underwriting guidelines, and industry best practices
• Participated in carrier training, product education, and Learning & Development initiatives to maintain technical proficiency and compliance