Carly Mixx
New Caney,TX
Summary
I am a committed and motivated team member with exceptional customer service and decision-making skills. Proficient at quickly learning new procedures and adapting to new environments. Strong organization, communication, and relationship-building skills.
Overview
10
10
years of professional experience
Work History
Personal Lines Account Manager
Bowen, Miclette, & Britt Insurance Agency
03.2025 - Current
- Managed client relationships to ensure satisfaction and retention of personal lines accounts.
- Reviewed and analyzed policy coverage to recommend appropriate adjustments for clients.
- Coordinated underwriting processes to facilitate timely issuance of insurance policies.
- Educated clients on risk management strategies and insurance options available.
- Kept up to date with the current market in order to offer a policy that was both price competitive and coverage conscious.
- Handled payments and document control
Inside Sales Representative
Charles Osburn Insurance
10.2019 - 03.2025
- Assess customer needs and wants in order to provide the best product
- Handles incoming calls or inquiries from prospective customers or clients.
- Assists customers effectively by solving customer disputes.
- Provides customer additional information or explains services.
- Discusses products offered and ensures customer satisfaction.
- Build sustainable relationships of trust through open and interactive communication.
- Provide accurate, valid and complete information by using the right methods/tools.
- Meet personal/team sales targets and call handling quotas.
Account Manager / Producer
Ellard Insurance
01.2019 - 10.2019
- Daily Activities: Overseeing accounts, cross-selling unwritten product lines, scanning/uploading documents into Ezlynx/Drop box, marketing to new clients/loan officers, paying attention to detail when quoting, making payments on accounts.
- Verified that patients had the proper insurance coverage prior to any procedures or appointment scheduling.
- Checked documentation for appropriate coding, catching errors and making revisions.
- Instructed clients on amounts covered under benefits plans in easy-to-understand terminology.
- Analyzed customer needs and provided best options, upselling products, and services.
- Engaged customers and provided high level of service by carefully explaining details about documents.
Customer Service Representative / Producer
Mitchell Insurance group
07.2015 - 2019
- Conducted annual policy reviews to identify new risk exposures such as age of vehicles and past claims and recommended additional coverage to clients.
- Verified clients received optimal coverage by thoroughly researching available providers and coverage and premiums.
- Collected data for developing insurance packages by inspecting physical property, requesting records, and interviewing clients.
- Updated all patient and insurance data regularly and carefully inputted changes into company’s computer system.
- Created master spreadsheet to record procedures, denials, and approvals.
- Improved customer satisfaction by finding creative solutions to problems.
- Worked closely with team members to deliver project requirements, develop solutions, and meet deadlines.
- Marketing to new clients/loan officers.
Education
High School -
Conroe High School
05.2013
Skills
- Product knowledge
- Rapport building
- Sales closing
- Client relationship management
- Insurance products
- Teamwork and collaboration
- Customer service
- Problem-solving
- Time management
- Attention to detail
- Multitasking
Timeline
Personal Lines Account Manager
Bowen, Miclette, & Britt Insurance Agency
03.2025 - Current
Inside Sales Representative
Charles Osburn Insurance
10.2019 - 03.2025
Account Manager / Producer
Ellard Insurance
01.2019 - 10.2019
Customer Service Representative / Producer
Mitchell Insurance group
07.2015 - 2019
High School -
Conroe High School