Crystal Wall
Salters,South Carolina
Summary
A successful sales professional with 10 + years experience in insurance environment. Implement day to day operations to meet company goals.
Overview
23
23
years of professional experience
Work History
Account Manager
Kali Render State Farm
Holly Hill, South Carolina
04.2025 - Current
- Managed client accounts and ensured satisfaction with services offered.
- Developed and maintained strong relationships with clients and partners.
- Coordinated insurance policies and coverage options for clients' needs.
- Facilitated the sale of insurance policies, ensuring client needs were met and coverage was optimized.
- Educated clients on policy details, benefits, and coverage limits.
- Conducted regular follow-ups to maintain client engagement and retention.
- Resolved customer complaints in a timely manner.
- Provided training and guidance to new Account Managers.
- Maintained accurate records of all customer interactions in the ECRM system.
- Onboarded new team members to integrate into organization.
- Ensured compliance with industry regulations when dealing with clients.
- Provided technical support to customers when needed.
- Generated leads through cold calling activities.
- Drafted proposals outlining services, costs, and benefits for prospective customers.
- Participated in brainstorming sessions to develop new ideas for business development initiatives.
- Addressed customer questions and concerns regarding products and services.
- Conducted regular business reviews with clients to understand their needs and align products and services accordingly.
- Utilized problem-solving skills when dealing with difficult customers.
- Utilized ECRM tools to track client interactions, sales opportunities, and account history.
Personal Lines Account Manager
C. T. Lowndes and Company
Moncks Corner, SC
05.2024 - 04.2025
- Assisted in the development of new business opportunities by preparing proposals, presentations, and quotes.
- Attended meetings with clients to discuss their insurance needs and provide advice accordingly.
- Maintained accurate records of all policy information in company database.
- Reviewed policies for accuracy and ensured that coverage met the individual needs of each client.
- Processed changes to existing policies, such as cancellations, endorsements, reinstatements and renewals.
- Provided customer service to clients, including answering questions and resolving issues.
- Developed relationships with clients and other insurance professionals to ensure client satisfaction.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Developed appropriate quotes based on risk information.
- Sought out new clients and developed clientele by networking to find new customers.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Conducted periodic reviews of existing policies to determine if coverage should be modified or renewed.
Customer Service Representative/Insurance Agent
Toni Ward - State Farm Insurance Agent
Kingstree, South Carolina
04.2009 - 05.2024
- Answering Multiple Phone Lines,
- Customer Greeting,
- Daily Bank Deposits
- Insurance sales of Auto, Homeowners, Life, Recreation Vehicles, Flood, Personal Articles
- Certificate of Insurance
- Claims Assistant
- Team Motivator
- Assisting Customers with Complex and General Insurance Questions or Billing
- Bank Loans
- Resolved customer complaints promptly and efficiently.
- Provided exceptional customer service to ensure customer satisfaction.
- Identified opportunities for upselling additional products or services based on customer needs.
- Developed positive relationships with customers through friendly interactions.
- Maintained detailed records of customer interactions, transactions and comments for future reference.
- Resolved complex problems by working with other departments to provide solutions that meet customer needs.
- Provided accurate information about products and services to customers.
Insurance agent
J Johnson Insurance
Andrews, South Carolina
12.2007 - 04.2009
- Insurance Sales of Commercial Auto, Business Property, Wind and Hail, Flood, Personal Auto, Homeowners, Recreational Vehicle
- Claims Assistant
- Billing
- Customer Greeting
- Handled Complex and General Customer Insurance Concerns
- Certificate of Insurance,
- Answering Multiple Phone Lines
Loan officer/Insurance Agent
Allied Credit Services Inc
Andrews, South Carolina
03.2002 - 12.2007
- Daily Bank Deposits
- Answering Multiple Lines
- Customer Greeting
- Established Secured Loans,
- Insurance Sales for Personal Auto, Homeowners, Commercial Auto
Education
High School Diploma -
Williamsburg Academy
Associates Degree Business-Marketing -
Horry-Georgetown Technical College
Insurance License -
Mary Brewer Insurance School
Life & Health License -
Mary Brewer Insurance School
Property & Casualty License -
Mary Brewer Insurance School
Skills
- Windows Workstation
- Outlook Advanced
- Excel
- ECRM
- NECHO
- ABS
- PHILIBERT
- Sfconnect
- AMS
- Communication
- Conflict Resolution
- Self Motivated
Personal Information
Hobbies: Reading, College Football
Languages
English Proficient
Timeline
Account Manager
Kali Render State Farm
04.2025 - Current
Personal Lines Account Manager
C. T. Lowndes and Company
05.2024 - 04.2025
Customer Service Representative/Insurance Agent
Toni Ward - State Farm Insurance Agent
04.2009 - 05.2024
Insurance agent
J Johnson Insurance
12.2007 - 04.2009
Loan officer/Insurance Agent
Allied Credit Services Inc
03.2002 - 12.2007
High School Diploma -
Williamsburg Academy
Associates Degree Business-Marketing -
Horry-Georgetown Technical College
Insurance License -
Mary Brewer Insurance School
Life & Health License -
Mary Brewer Insurance School
Property & Casualty License -
Mary Brewer Insurance School