Open To Work
Dan Warren
Spokane Valley
Summary
Seasoned Insurance Professional looking for a full or part time remote Personal Lines Account Manager position. This position will allow me to utilize my vast knowledge of Insurance and relationship building skills to provide excellent customer service in retaining a quality book of business.
Overview
12
12
years of professional experience
1980
1980
years of post-secondary education
1
1
Certification
Work History
Insurance Account Manager
Kraft Insurance Agency
Spokane
02.2020 - 10.2023
- Built strong client relationships through effective communication and trust-building strategies.
- Analyzed clients' insurance needs to recommend appropriate coverage options.
- Educated clients on policy details and coverage benefits for informed decision-making.
- Managed client accounts and ensured accurate policy coverage.
- Coordinated renewals and policy changes for existing clients effectively.
- Developed strong relationships with clients to enhance customer satisfaction.
- Investigated discrepancies in billing statements and credit card charges.
- Developed relationships with clients to ensure satisfaction and loyalty.
- Conducted reviews and evaluations for cost-reduction opportunities.
Personal Lines Account Manager
Alliant Insurance Services Inc.
Spokane
05.2018 - 02.2020
- Managed personal lines client accounts and ensured policy compliance.
- Developed tailored insurance solutions for individual clients based on needs.
- Communicated effectively with clients to address inquiries and resolve issues.
Insurance Sales Agent
Schedler Mack Insurance
Coeur d'Alene
04.2014 - 05.2018
- Developed personalized insurance plans for diverse client needs.
- Educated clients on policy options and coverage details.
- Conducted thorough market research to identify potential leads.
Insurance Sales Agent
AAA Insurance Company
Spokane
05.2011 - 04.2014
- Developed personalized insurance plans for diverse client needs.
- Educated clients on policy options and coverage details.
- Conducted thorough market research to identify potential leads.
Education
University High School
Spokane Valley, WASome College (No Degree) - Business, Accounting, Economics
Spokane Community College
Spokane, WASkills
- Extensive Personal and Commercial Lines Experience In Sales and Account Management
- Relationship Building
- Epic, Hawksoft, and Instar Agency Management Systems
- Applied and IBQ Comparative Rating Systems
- Microsoft Office
Certification
- Licensed in Property and Casualty, Life and Disability in Washington State
Work Preference
Job Search Status
Open to workWork Type
Part TimeLocation Preference
RemoteSalary Range
$0/hr - $1000/hrTimeline
Insurance Account Manager
Kraft Insurance Agency
02.2020 - 10.2023
Personal Lines Account Manager
Alliant Insurance Services Inc.
05.2018 - 02.2020
Insurance Sales Agent
Schedler Mack Insurance
04.2014 - 05.2018
Insurance Sales Agent
AAA Insurance Company
05.2011 - 04.2014
University High School
Some College (No Degree) - Business, Accounting, Economics
Spokane Community College