Debra J. Quinlan-Rauschendorfer
Sabael
Summary
Insurance Professional with over 30 years experience
Overview
35
35
years of professional experience
Work History
Account Manager
Helsmoortel Insurance Agency Inc.
12.2016 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Quoted and issued new business policies, both personal and commercial lines
- Created and handled agency social media
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
Personal Lines Account Manager
Fraleigh & Rakow
10.2015 - 12.2016
- Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
- Conducted annual reviews of existing policies to update information.
- Analyzed customer needs to provide customized insurance solutions.
- Finalized sales and collected necessary deposits.
- Generated leads through networking and marketing
Insurance Producer
Naccarato Insurance
06.2004 - 09.2015
- Improved cross-selling strategy by analyzing existing client portfolios for potential upsell opportunities.
- Negotiated favorable terms with carriers on behalf of clients, securing optimal coverage at competitive rates.
- Set up policies and completed all documentation.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Cross-sold insurance products to existing clients to reach sales targets.
Insurance Customer Service Representative
Academy General Insurance
04.1990 - 06.2004
- Assessed customer needs and recommended suitable insurance policies.
- Processed insurance policy cancellations and renewals quickly to meet call time targets.
- Educated customers on available discounts, promoting loyalty and policy retention through tailored recommendations.
- Increased cross-selling opportunities by proactively identifying potential new business leads during client interactions.
- Trained new customer service representatives on best practices, policies and procedures.
Education
NYS Insurance Brokers Course - Insurance Broker
Metro Schools
New York, NYSkills
- Account management
- Customer service
- Teamwork and collaboration
- Client relations
- Claims handling
- Underwriting principles
- Property insurance
- Policy expertise
- Home and recreational insurance sales
- Commercial insurance
Timeline
Account Manager
Helsmoortel Insurance Agency Inc.
12.2016 - Current
Personal Lines Account Manager
Fraleigh & Rakow
10.2015 - 12.2016
Insurance Producer
Naccarato Insurance
06.2004 - 09.2015
Insurance Customer Service Representative
Academy General Insurance
04.1990 - 06.2004
NYS Insurance Brokers Course - Insurance Broker
Metro Schools
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