EPIC
Debbie Linton
Ocala,FL
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
8
8
years of professional experience
Work History
Associate Account Manager
Insurance Office of America
Ocala, FL
11.2021 - Current
- Responded to customer emails, chat requests and telephone calls to answer questions, provide information and accounts.
- Responded to customer inquiries and problems to promote great service.
- Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
- Analyzed customer needs and provided best options, upselling products and services.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
- Prepared proposals and conducted closing interviews to sell insurance products.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Assisted in gathering data for account reviews and presentations.
- Provided customer service and support to existing accounts.
Account Manager
Bird Insurance Group
10.2016 - 11.2021
- Oversaw multiple accounts and worked diligently to meet and exceed performance goals.
- Built and maintained productive relationships with customers and internal partners.
- Acted as main point of contact in matters relating to client concerns and needs.
Education
CBIA Designation
Builders Mutual
04.2023
220 Licensed General Insurance
Andy Beverly School
03.2022
440 Licensed CSR
St Petersburg College
10.2016
Skills
- Compliance Understanding
- Correspondence Management
- Recordkeeping Proficiency
- Customer Relations
- Customer Service
- Preparing contracts
- Account Management
- Account Servicing
Software
AMS360
Timeline
Associate Account Manager
Insurance Office of America
11.2021 - Current
Account Manager
Bird Insurance Group
10.2016 - 11.2021
CBIA Designation
Builders Mutual
220 Licensed General Insurance
Andy Beverly School
440 Licensed CSR
St Petersburg College
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