Christina Coppola
Otisville,NY
Summary
To obtain a position with a company where the ability to use the skills and knowledge, that are already learned, to help support and grow an established company. A position where rapport and personality continue to grow relationships, by having repeat contact, with new and existing clients.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Commercial Lines Account Manager
The REIS Group
Goshen, NY
05.2025 - Current
- Based on the existing work history statements provided, here are six original resume statements for a Commercial Lines Account Manager at The REIS Group. These statements fill gaps in responsibilities while mirroring the user's style and maintaining appropriate context for the role:
- **Developed tailored insurance solutions by analyzing client needs and recommending optimal coverage options.**
- **Coordinated with underwriting teams to ensure timely processing of policy applications and renewals.**
- **Educated clients on risk management strategies to enhance their understanding of insurance products.**
- **Facilitated regular follow-ups with clients to address ongoing service needs and foster long-term relationships.**
- **Maintained accurate records of client interactions and transactions in compliance with industry regulations.**
- Collaborated with underwriters to ensure accurate policy issuance and appropriate coverage levels.
- Enhanced customer satisfaction by efficiently managing commercial lines accounts and promptly addressing client inquiries.
- Improved account retention rates with exceptional customer service skills and prompt issue resolution.
- Streamlined policy renewals for timely processing, ensuring continuous coverage for clients.
- 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.
- Educated clients on insurance policies and procedures.
- Collected premiums on or before effective date of coverage.
Insurance Agent
The Keats Agency
Florida, NY
11.2019 - Current
- As the sales agent for our Florida New York office, my specific duties include soliciting new business as well as servicing and cross-selling current clients. Also helping service clients with payments, claims, coverage questions, adding or changing vehicles, homeowners insurance questions, life insurance, etc.
Babysitting/ Stay at Home Mom
Stay At Home Mom/Wife
Circleville, NY
08.2016 - 11.2019
- During this time, the time at home allowed me to have an in-home daycare where watching, teaching, guiding, and loving these children, including my own was done.
Agent/Owner
Farmers Insurance Company
Montgomery, NY
03.2015 - 08.2016
- Owner and operator of my own insurance office, that was a scratch office. With one employee for the first 6 months and then moved to a new location and went solo. Attending several mixers and meetings to grow my reputation and business, through marketing myself and company. Also using several radio marketing campaigns, hosted mixers, several print marketing campaigns, and door to door introductions. After several issues with corporate, however, it was no longer comfortable representing that company and resigned.
Sales Executive
Marshall & Sterling Insurance
Middletown, NY
05.2014 - 02.2015
- Being the sole person responsible for bringing in new personal lines business, as well as pivoting to business insurance quotes that would be handed off to a business lines representative. Duties included handling all walk-in business, as well as call-ins for new business quotes. Being a broker for, upwards of, 30 different companies, this would grant the opportunity to run quotes with and get the best fit of coverage and price for the client. Building relationships with several apartment complexes, business owners, banks, and real estate companies, for great referral partnerships. Also organizing several events to bring the community together, to our office, to drive business. These included customer appreciation day, blood drives, and car seat safety checks. I also attended several community events where a booth was set up, had giveaways, and spoke to the public about our company and the products we had to offer.
Agency Intern
State Farm Insurance
04.2013 - 11.2013
- Beginning the process of Agent Intern to learn all aspects of opening my own State Farm Insurance office on January, 1st 2014. During this time I obtained all information and resources to open a successful agency, hired staff and had my location set and ready for renovations. On 11/25/13 I took the last test necessary to open, Series 63 securities license, and failed by 3 points.
- At this time my contract was terminated, and I was no longer allowed to move forward.
Sales Associate/Team Member
State Farm Insurance
Montgomery, NY
11.2000 - 04.2013
- My duties included, but not limited to, actively marketing to potential clients that were either warm or cold leads. Pivoting sales to every customer that walked in or called our office, to round out their accounts. Answered all questions or concerns of all customers. There were several promotions/contests that were offered in our office, with rewards of travel or financial compensation, based on sales for all lines of insurance. I handled claims, from start to finish, no matter what line of insurance it was for. Handling clerical duties including taking payments in order to pivot for sales, courtesy late pay calls, replying to corporate emails, etc.
Education
High School Diploma -
Valley Central High School
Montgomery, NY01-2003
Skills
- Insurance sales (10 years)
- EMT (2 years)
- CPR Certified (2 years)
- CPR (2 years)
- Customer Service (10 years)
- Sales (10 years)
- Client services
- Account management
- Policy analysis
- Claims management
- Product recommendations
- Account retention
- Competitive analysis
- Client relationship building
- Relationship management
- Account growth
- Teamwork
- Teamwork and collaboration
- Customer service
- Time management
- Attention to detail
- Problem-solving abilities
- Multitasking Abilities
- Reliability
- Quotes and sales
- Excellent communication
- Team leadership
Certification
- CLCS March 2020 to Present Obtained my Commercial Lines Coverages Specialist (CLCS) certification.
- NYS Notary Public April 2007 to April 2027
- Property and Casualty License September 2004 to September 2025
- Life and Health Insurance September 2004 to September 2025
- Driver's license
Groups
- Middletown Little League, 2020-01, 2023-06, Currently on the board of directors for our local little league organization. This volunteering enables me to help make the organization run smoothly, efficiently, and ensure all children have the best possible time while playing sports. Along with my fellow board members and volunteers, we help promote a safe, fun, rewarding and team building experience for the kids.
- National Womens In Networking, Met for lunch, once per month, with other women in business. Large referral network to help increase sales.
- Mid Hudson Open Networking, Board member for networking group that met twice a month, to help with referrals in order to increase sales.
- Orange County Chamber of Commerce, Attended several networking meetings, gatherings, and community based events, several times per month.
Additional Information
Skills
New Windsor Volunteer Ambulance Corp.
Resigned 2010
EMT/CPR Certified through 2010
Lead office life promotion 3 years in a row.
Lead bank loan promotion
Lead health sales promotion
Actively marketed to family and friends to double production.
Timeline
Commercial Lines Account Manager
The REIS Group
05.2025 - Current
Insurance Agent
The Keats Agency
11.2019 - Current
Babysitting/ Stay at Home Mom
Stay At Home Mom/Wife
08.2016 - 11.2019
Agent/Owner
Farmers Insurance Company
03.2015 - 08.2016
Sales Executive
Marshall & Sterling Insurance
05.2014 - 02.2015
Agency Intern
State Farm Insurance
04.2013 - 11.2013
Sales Associate/Team Member
State Farm Insurance
11.2000 - 04.2013
High School Diploma -
Valley Central High School