Christal Rodman
Phelps,NY
Summary
Dynamic Senior Account Manager with over 20 years of experience in the insurance industry. Proven track record in policy assessment, customer relations, and team leadership. Committed to delivering personalized solutions that enhance client satisfaction and retention. Results-driven Senior Account Manager with extensive experience in client relations and policy assessment. Expertise in identifying client needs and delivering personalized solutions, ensuring compliance and fostering long-term partnerships.
Overview
1
1
Certification
26
26
years of professional experience
Work History
Senior Account Manager II Preferred Clients
USI
Rochester, NY
01.2023 - Current
- Crafted personalized insurance plans to meet unique client requirements.
- Assisted clients in understanding coverage options and policy details.
- Handled client inquiries, ensuring prompt and effective resolution of concerns.
- Conducted thorough policy reviews ensuring compliance with regulations.
- Collaborated with underwriters to assess risk and determine premiums.
- Informed customers about the significance of adequate insurance coverage to enhance understanding.
- Maintained accurate records of client interactions and policy changes.
- Processed payments from clients promptly according to established procedures.
Account Executive
Anderson-VanHorne Associates Inc.
Clifton Springs, New York
05.2000 - 01.2023
- Developed and maintained strong relationships with clients and prospects.
- Assessed client needs to recommend appropriate insurance coverage options.
- Prepared insurance proposals tailored to individual client circumstances.
- Enforced customer service standards and resolved customer problems to uphold quality service.
- Resolved customer complaints and issues promptly, maintaining a positive brand image.
- Managed daily operations to ensure efficient workflow and team performance.
- Coached, mentored and trained team members in order to improve their job performance.
- Trained employees on additional job positions to maintain coverage of roles.
- Fostered a positive work environment through employee engagement and recognition efforts.
- Conducted performance reviews for team members.
Education
Life And Health - Insurance
Bryant & Stratton College
NY03-2008
Property And Casualty Insurance - Insurance
Bryant & Stratton College
NY01-2005
High School Diploma -
Midlakes High School
Phelps, NY06-1991
Some College (No Degree) - Accounting
Herkimer County Community College
Herkimer, NYSkills
- Client needs assessment
- Policy customization
- Client retention strategies
- Effective communication
- Attention to detail
- Time management
- Adaptability
- Systems and software expertise
- Customer relations
- Goals and performance
- Prioritizing workflows
- Upsell opportunities
- Verbal and written communication
- Customer relationships
- Client rapport
- Policy assessment
- Communicating with clients
- Inbound phone calls
- Problem-solving skills
- Data gathering
- Customer support
- System documentation
- Call control skills
- Gathering information
- Payment processing
Certification
- Property and casualty licenses in New York,Vermont, Maine, Massachusetts, New Hampshire, Rhode Island, New Jersey, Connecticut, and Pennsylvania
- Life and health license in New York
Accomplishments
- I’m honored to have received the Summit Award, recognizing exceptional Client Service Associates who build and strengthen our company’s brand every day through meaningful interactions with clients, prospects, carriers, and fellow associates.
I’m grateful for this recognition and for the opportunity to contribute to a culture focused on exceptional service, strong relationships, and delivering a positive experience in every interaction.
Received multiple Celebrate Success Awards from clients and colleagues in recognition of exceptional service, strong collaboration, and outstanding teamwork. These awards reflect my commitment to creating positive client experiences, building strong relationships, and supporting my team in achieving shared goals.
Timeline
Senior Account Manager II Preferred Clients
USI
01.2023 - Current
Account Executive
Anderson-VanHorne Associates Inc.
05.2000 - 01.2023
Life And Health - Insurance
Bryant & Stratton College
Property And Casualty Insurance - Insurance
Bryant & Stratton College
High School Diploma -
Midlakes High School
Some College (No Degree) - Accounting
Herkimer County Community College