Cheryl Atkinson
Palm Bay,FL
Summary
An accomplished and highly motivated Personal Lines Account Manager with over 10 years of experience in the insurance industry. Demonstrates a proven track record of consistently exceeding performance goals, managing client relationships with exceptional service, and securing new business. Averaging $40,000 in new business monthly, while cultivating long-term client loyalty.
Overview
14
14
years of professional experience
Work History
Personal Lines Account Manager
Tom Collins Insurance
02.2024 - Current
- Maintained up-to-date knowledge of store policies regarding payments, returns and exchanges.
- Built customer loyalty by placing follow-up calls for customers who reported policy issues.
- Addressed customer service inquiries in a timely and accurate fashion.
- Upsold policies and overages to existing customers, generating increased agency revenue.
- Consistently generated new business by identifying prospects, analyzing client needs, and presenting tailored insurance solutions. Averaged $40,000 in new business monthly, contributing significantly to overall agency growth.
Personal Lines Account Manager
RV Johnson Agency
05.2022 - 02.2024
- Responsible for management of all new inbound sales and service.
- Conducted sales from cold-calling, inbound servicing, and direct mailing.
- Managed existing business to ensure continual customer satisfaction.
- Cross-trained and provided back-up for other customer service representatives when needed.
- Stayed up-to-date with industry trends, market changes, and regulatory updates to provide clients with relevant information and ensure compliance with all state and federal insurance regulations.
- Developed and maintained strong relationships with individual clients, ensuring high levels of satisfaction, trust, and retention. Served as the primary point of contact for all client inquiries, resolving issues promptly and effectively.
Personal Lines Account Manager
Assured Insurance Service LLC
02.2011 - 02.2022
- Ensured all client records, policy documentation, and communications were accurately maintained in compliance with company standards and regulatory requirements. Processed policy changes, endorsements, and cancellations as needed. Identified prospective customers using lead generating methods and performing an average of 60 cold calls per day.
- Participated in various incentive programs and contests designed to support achievement of production goals.
- Regularly met or exceeded sales targets, driving growth for the agency while maintaining a focus on quality customer service. Utilized CRM tools to track performance, manage leads, and analyze sales data. Consistently met and exceeded department expectations for productivity and accuracy levels.
- Generated a network of clients and leads.
- Established lifelong relationships with potential, new, and existing customers.
- Collaborated with underwriters to assess risk profiles, accurately quote new policies, and ensure proper coverage. Assisted clients in understanding their insurance needs and coverage options based on individual risk factors.
Education
Associate of Arts - Business Administration
Suffolk County Community College
Selden, NY01-1977
Skills
- 2-20 Insurance License
- Client relations expert
- Multi-tasking strength
- New customer acquisition
- Account management
- Prospecting
- Sales presentations
- Numeracy & Typing
- Organization
- Communication
- Attention to detail
Skills
- Cold-calling
- Customer Satisfaction
- Customer Service
- Computer literacy
- Attention to detail
Timeline
Personal Lines Account Manager
Tom Collins Insurance
02.2024 - Current
Personal Lines Account Manager
RV Johnson Agency
05.2022 - 02.2024
Personal Lines Account Manager
Assured Insurance Service LLC
02.2011 - 02.2022
Associate of Arts - Business Administration
Suffolk County Community College
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