Dynamic insurance producer with expertise at McGriff Insurance Brokers, excelling in client retention and process management. Proven track record in marketing and renewing accounts, while fostering strong relationships through effective communication and critical thinking. Adept at utilizing software tools to streamline operations and enhance client satisfaction.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Insurance Producer: P&C/Agency Bill/Surplus lines/Standard market personal and Commercial
McGriff Insurance Brokers
Greensboro, NC
02.2019 - Current
Analyze client needs through research, determining appropriate course of action recognizing potential problems and elevating as appropriate. Familiar with Standard, Excess and Surplus lines carriers and High net worth carriers.
Prioritize and process new and renewal business within timelines and quality standards, including updating and maintaining information in the client management system.
Promoted accounts at risk of nonrenewal or cancellation, contributing to improved client retention.
Support service and production team in reaching overall agency goals.
Mentored and trained colleagues, enhancing team performance and knowledge sharing.
Supported marketing initiatives, increasing agency visibility and client engagement.
Document member and client communications in the client management services tool according to department standards.
Client Support/Technical support
Spectrum/Charter
Greensboro, NC
01.2017 - 02.2019
Leveraged skills and tools to clarify technology usage and troubleshoot equipment issues effectively with customers.
Responded to customer inquiries, investigated account records to evaluate issues for immediate resolution and enhance customer satisfaction.
Coordinated customer interactions for appointment scheduling and billing inquiries to streamline communication.
Call Center Manager
Ecolab/Kay Chemical
Greensboro, NC
01.2000 - 01.2013
Oversaw operations of Ecolab's Kay Chemical Call center, supporting quick service restaurants and food retail accounts nationwide.
Directly supervised team members including monitoring, tracking service levels, call process, protocols, scheduling, and quality assurance.
Trained team members to enhance skills in customer service and promote cost control.
Developed daily call center team plans with strategic personnel. Handled outsourced call center interactions with third party.
Resolved customer inquiries by investigating and researching account records to ensure immediate resolution and enhance customer satisfaction.
Education
Associate of Science - Business Communication
Skinner Business School
Garden City, NY
06-1987
Skills
Client management
Client retention strategies
Re-marketing strategies
Customer support
Client Satisfaction
AMS
Market research
Vendor management
Process optimization
Communication skills
Team leadership
Team collaboration
Detail Oriented
Organized
Deadline Management
Deadline adherence
Risk assessment
Issue Resolution
Conflict management
Conflict de-escalation
Critical Thinking
Problem Solving
Analytical skills
Software Proficiency
Sagitta
Image Right
360
Excel
Word
AMS
Adobe Acrobat
PowerPoint
Verbal Communication
Written Communication
Conflict management
Analytical skills
Deadline adherence
References
Available upon request
Certification
P & C Producer- State Licensed NC
Timeline
Insurance Producer: P&C/Agency Bill/Surplus lines/Standard market personal and Commercial