Crystal Rehm
Waukesha
Summary
Focused professional with 20 years of experience and a proven knowledge of customer service, customer communications, and customer needs assessment. Aiming to leverage my skills to successfully fill the Insurance Services role at your company.
CERTIFICATIONS
Certified Insurance Service Representative (CISR)
Insurance licensed in Property, Casualty, Life and Health
Overview
16
16
years of professional experience
Work History
Account Representative
Brown and Brown Insurance
Milwaukee, WI
04.2025 - Current
- Managed client accounts, ensuring timely communication and resolution of inquiries.
- Assisted in policy renewals and modifications, maintaining compliance with regulatory standards.
- Coordinated with underwriters to assess risk and provide accurate quotes for clients.
- Developed strong client relationships through proactive outreach and personalized service.
- Book of Business consisted of Real Estate Accounts with a premium range of $2500 to $700,000
Account Manager
Relation Insurance
Elm Grove, WI
04.2023 - 04.2025
- Managed client accounts, ensuring satisfaction and retention through regular communication and support.
- Developed tailored insurance solutions by analyzing client needs and recommending appropriate coverage options.
- Coordinated with underwriting and claims departments to streamline processes and resolve client issues efficiently.
- Partnered in the strategic development of Insurance Plans tailored to client needs
Commercial Account Manager
P&C Insurance Services
Brookfield, WI
09.2020 - 04.2023
- Developed and maintained strong client relationships to ensure satisfaction and retention.
- Analyzed client portfolios to identify opportunities for coverage enhancements and cost savings.
- Collaborated with underwriters to create customized insurance solutions tailored to client needs.
- Conducted risk assessments and presented findings to clients, enhancing their understanding of policy implications.
Commercial Lines Account Manager
American Advantage Insurance Group
Waukesha, WI
04.2019 - 09.2020
- Directed strategic management of multi-line commercial accounts, fostering strong client relationships and operational efficiency.
- Facilitated effective resolution of account discrepancies and billing issues to enhance financial accuracy.
- Delivered expert coverage consultations and strategic recommendations aimed at aligning with client requirements.
Accounts Executive
Unisource Insurance Associates
Wauwatosa, WI
06.2018 - 04.2019
- Executive management of personal and commercial accounts, providing insurance coverage reviews
- Developed tailored insurance solutions based on client needs and market trends.
- Used deductive reasoning and critical think in work processes and communication skills
Commercial Lines Account Manager
Anderson's Insurance Associates
New Berlin, WI
04.2017 - 06.2018
- Analyzed clients' insurance needs, recommending tailored coverage solutions to mitigate risks effectively.
- Managed renewal processes for commercial insurance accounts, ensuring compliance with industry regulations.
Commercial Lines Account Manager
Associated Benefits and Risk Consulting
Brookfield, WI
05.2010 - 04.2017
- Managed renewal processes for commercial insurance accounts, ensuring compliance with industry regulations.
- Improved account retention rates with exceptional customer service skills and prompt issue resolution.
- Collaborated with underwriters to assess risk factors and optimize policy terms for clients.
Education
Bachelor of Science -
Bachelor of Science - Business Management
Cardinal Stritch University
Milwaukee, WISkills
- Customer engagement
- Team Building
- Customer relationship management
- Account management
- Proficient in AMS and On Contact
- Document management
- Goal oriented
- Account servicing
Timeline
Account Representative
Brown and Brown Insurance
04.2025 - Current
Account Manager
Relation Insurance
04.2023 - 04.2025
Commercial Account Manager
P&C Insurance Services
09.2020 - 04.2023
Commercial Lines Account Manager
American Advantage Insurance Group
04.2019 - 09.2020
Accounts Executive
Unisource Insurance Associates
06.2018 - 04.2019
Commercial Lines Account Manager
Anderson's Insurance Associates
04.2017 - 06.2018
Commercial Lines Account Manager
Associated Benefits and Risk Consulting
05.2010 - 04.2017
Bachelor of Science -
Bachelor of Science - Business Management
Cardinal Stritch University