Client Relations
Da'Jah Woods
Tamarac,FL
Summary
Adaptable Account Management and Resolution Specialist with 4 years of experience driving excellence in remote insurance and furniture retail sectors. Expert in managing the full claims and fulfillment lifecycle, from initial intake and risk assessment to final resolution and delivery. Recognized for a "customer-first" approach to complex problem-solving, successfully reducing processing times by leveraging advanced CRM proficiency and streamlined communication protocols. A disciplined remote professional with a dual-focus on regulatory compliance and sales retention, committed to delivering high-quality results in high-pressure environments.
Overview
4
4
4
4
Sales
4
4
years of professional experience
Work History
Insurance Accoung Manager
Broker
Fort Lauderdale, FL
07.2022 - Current
- Assisted clients in understanding insurance policies and coverage options.
- Processed policy applications and maintained accurate client records.
- Collaborated with underwriters to assess risk factors for potential clients.
- Responded to client inquiries regarding policy details and claims procedures.
- Assisted in training new team members on company procedures, ensuring seamless integration into the account management department.
- Coordinated with marketing teams to develop targeted campaigns aimed at increasing awareness of available products within existing accounts.
- Maintained detailed records of client interactions, policies, and transactions using sophisticated CRM software systems.
Skills
- Underwriting expertise
- Time management abilities
- Asset management
- Claims management
- Operational reporting
- Relationship building and management
- Problem-solving
- Performance metrics
Timeline
Insurance Accoung Manager
Broker
07.2022 - Current