Focused and dedicated insurance professional with 30 years of experience providing superior customer service. Talented in building and maintaining long-term relationships and aiding clients with coverage needs.
Overview
35
35
years of professional experience
Work History
Account Manager
Phoenix Insurance Group
Chester, NJ
11.2021 - Current
Managed client relationships to ensure satisfaction and retention.
Resolved client issues promptly to maintain strong partnerships.
Resolved customer complaints in a timely manner.
Provided training and guidance to new Account Managers.
Team Leader / Office Manager
State Farm Insurance
Mount Pocono / East Stroudsburg, PA
07.2018 - 11.2020
Analyzed customer needs while upselling products and services.
Engaged customers and provided high level of service by carefully explaining details about documents.
Managed startup of company client base during transition of ownership.
Member of the State Farm Agent Aspirant Program.
Member Protection Sales Associate
Frailey Insurance Agency
Stroudsburg, PA
03.2017 - 07.2018
Calculated customer premiums and established payment methods.
Trained new agents in sales and office duties
Developed marketing strategies for sales improvements
Submission of forms to underwriting and maintained a relationship with the underwriting team
Communicated with clients in professional and respectful manner.
Vice President /Senior Account Executive
Small & Son Insurance
Stroudsburg, PA
01.1991 - 03.2017
Develop marketing strategies for sales improvements.
Managed agency's payroll, accounts receivable and accounts payable.
Coordinated work across departments to keep teams on track with company goals.
Determined performance goals and offered tactics for achieving milestones.