Debra Puleio
Everett,MA
Summary
Dynamic Commercial Account Manager with HUB International Insurance Services, skilled in client relationship management and risk assessment. Proven track record in enhancing account retention and satisfaction through tailored insurance solutions and effective communication. Adept at collaborating with teams to drive account growth and deliver exceptional customer support.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Commercial Account Manager
HUB International Insurance Services
Wilmington, MA
05.2017 - Current
- Developed and maintained strong relationships with clients to enhance account retention and satisfaction.
- Managed renewal processes, ensuring timely communication and compliance with regulatory requirements.
- Provided ongoing support to clients by addressing inquiries, claims, and policy changes promptly and effectively.
- Prepared orders and issued binders, proofs of insurance and endorsements for delivery to clients.
- Maintained required data in agency management system to follow corporate guidelines.
Receptionist
HUB International Insurance Services
Wilmington, MA
05.2015 - 05.2017
- Managed multi-line phone system, directing calls to appropriate departments and personnel.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Answered phone promptly and directed incoming calls to correct offices.
- Kept reception area clean and neat to give visitors positive first impression.
Installed Sales Coordinator
Lowes Home Improvment
Woburn, MA
05.2012 - 05.2015
- Coordinated installation schedules with customers and contractors to ensure timely project
- Enhanced customer satisfaction by efficiently managing and coordinating the installation process for various products.
- Confirmed customer satisfaction by utilizing targeted follow-up methods after installs.
Education
High School Diploma -
Pelham High School
Pelham, NH06.1995
Skills
- Client relationship building
- Teamwork and collaboration
- Customer service
- Problem-solving
- Time management
- Attention to detail
- Reliability
- Excellent communication
- Organizational skills
- Active listening
Certification
Property and Casualty License
Timeline
Commercial Account Manager
HUB International Insurance Services
05.2017 - Current
Receptionist
HUB International Insurance Services
05.2015 - 05.2017
Installed Sales Coordinator
Lowes Home Improvment
05.2012 - 05.2015
High School Diploma -
Pelham High School