Christine Spivey
Ledyard,CT
Summary
Proven Insurance Agent with a track record of enhancing client retention and acquisition at Acrisure. Excelled in client relations and policy knowledge, boosting sales targets through effective upselling and customer service. Skilled in educating clients on insurance coverage, ensuring compliance and fostering trust. Achieved a notable increase in policy renewals by prioritizing professionalism and ethics.
Overview
26
26
years of professional experience
Work History
Personal Lines Sr Account Manager
Acrisure
03.2024 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Developed long-lasting client relationships by providing exceptional customer service and support.
- Mentored junior account managers, fostering their professional growth and skills development within the company.
- Sold new products and services and developed new accounts to maximize revenue potential.
- Conducted regular reviews of each managed portfolio''s performance against objectives/targets – taking corrective action as necessary if any shortfalls were identified.
- Kept detailed records of daily activities through online customer database.
- AMS360 & Applied EPIC trained. Docusign, File Center, Outlook.
- Licensed P& C Agent for CT
Insurance Agent
Sava Insurance Group
07.1998 - 03.2024
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Prepared and reviewed insurance applications to verify compliance with regulations.
Education
High School Diploma -
Robert E Fitch High School
Groton CT 06.1985
Skills
- Customer Service
- Licensed Insurance Agent
- Professionalism and Ethics
- Quotes and sales
- Auto insurance
- Policy Knowledge
- Account Management
- New Client Acquisition
- Policy writing
- Upselling
- Policy Renewals
- Property insurance
- Insurance Policy Sales
- Customer Billing
- New Agent Training
- Policy Changes
- Customer Referrals
- Customer Account Review
Timeline
Personal Lines Sr Account Manager
Acrisure
03.2024 - Current
Insurance Agent
Sava Insurance Group
07.1998 - 03.2024
High School Diploma -
Robert E Fitch High School
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