Casey Webb
La Rue,OH
Summary
Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
6
6
years of professional experience
Work History
Senior Account Executive
UIS Insurance & Investments
10.2020 - Current
- Conduct regular sales presentations for Medicare, group, and individual products.
- Provided exceptional customer service, leading to numerous referrals and a growing client base.
- Perform needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Develop and maintain long term relationships.
- Compliant with all industry regulations while completing paperwork accurately and efficiently.
- Efficiently manage high-pressure situations such as claim denials or unexpected policy cancellations.
- Collaborate with underwriters to expedite policy approvals, ensuring timely coverage for clients in need.
- Ensured seamless transition between policies by properly coordinating client renewals or adjustments.
Commercial Lines Account Manager
UIS Insurance & Investments
08.2018 - 09.2020
- Processed daily mail, email and phone calls from customers and producers to generate new business.
- Prepared orders and issued binders, proofs of insurance and endorsements for delivery to clients.
- Processed cancellation requests from carriers and provided resolution to maintain financial equity.
- Collaborated with underwriters to ensure accurate policy issuance and appropriate coverage levels.
- Maintained up-to-date knowledge of industry regulations and target markets.
- Provided training and mentorship to junior account managers, enhancing overall team performance and service quality levels.
- Improved account retention rates with exceptional customer service skills and prompt issue resolution.
- Streamlined policy renewals for timely processing, ensuring continuous coverage for clients.
Education
High School Diploma -
Jonathan Alder High School
Plain City, OHInsurance Licensure
Hondros College of Business
Westerville, OH2013
Skills
- Client Relationship Management
- Team Collaboration
- Account Management
- Prospecting and Networking
- Multitasking and Organization
- Workload Management
- Sales Target Monitoring
- Issue Resolution
Timeline
Senior Account Executive
UIS Insurance & Investments
10.2020 - Current
Commercial Lines Account Manager
UIS Insurance & Investments
08.2018 - 09.2020
High School Diploma -
Jonathan Alder High School
Insurance Licensure
Hondros College of Business
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