Connie Perez
Brandon,MS
Summary
Client-focused Personal Lines Account Manager with expertise in policy compliance and risk assessment. Skilled in educating clients on insurance options and coordinating renewal processes. Committed to enhancing client satisfaction through effective communication and problem-solving, driving retention and loyalty.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Personal Lines Account Manager, III
Marsh McLennan Agency
Ridgeland
11.2022 - Current
- Managed client accounts to ensure comprehensive coverage and satisfaction.
- Provided expert advice on personal lines insurance products and services.
- Addressed client inquiries and resolved issues promptly and effectively.
- Educated clients on policy options, benefits, and potential risks involved.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Coordinated renewal processes to maintain continuous coverage for clients.
- Reviewed and updated policy documents for accuracy and compliance.
- Conducted periodic reviews of existing policies to determine if coverage should be modified or renewed.
- Processed changes to existing policies, such as cancellations, endorsements, reinstatements and renewals.
- Collaborated with underwriters to assess risk and develop policy solutions.
- Identified potential risks associated with policyholders and offered appropriate solutions.
- Maintained up-to-date knowledge of industry trends and regulatory changes.
- Implemented procedures designed to improve efficiency within the department.
- Attended meetings with clients to discuss their insurance needs and provide advice accordingly.
Personal Lines Account Manager
Nowell Agency
Ridgeland, MS
11.2019 - 11.2022
- Designed presentations and marketing materials to promote insurance products.
- Analyzed customer needs to provide customized insurance solutions.
- Researched and identified potential new markets.
- Met with customers to provide information about available products and policies.
Service Representative
State Farm, Don Bass
Richland, MS
04.1998 - 11.2019
- Responded to customer concerns with friendly and knowledgeable service and remedied issues promptly and effectively.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Operated in dynamic, high-volume environments to provide skilled assistance to more than [Number] customers each day.
- Scheduled appointment to resolve more complex issues.
Education
Some College (No Degree) - Nursing
Hinds Community College
PearlSkills
- Client management
- Account management
- Customer onboarding
- Onboarding solutions
- Policy analysis
- Policy review
- Policy documentation
- Coverage analysis
- Risk assessment
- Risk evaluation techniques
- Problem solving
Certification
- CISI designation
- ACSRP designation
- QPLS designation
- Licensed P&C MS, AR, FL
- Licensed Life and Health MS, AR, FL
Timeline
Personal Lines Account Manager, III
Marsh McLennan Agency
11.2022 - Current
Personal Lines Account Manager
Nowell Agency
11.2019 - 11.2022
Service Representative
State Farm, Don Bass
04.1998 - 11.2019
Some College (No Degree) - Nursing
Hinds Community College