Deidre DiMatteo
Egg Harbor City,NJ
Summary
Results-driven Personal Lines Account Manager with extensive experience in insurance service, renewals, and carrier systems. Recognized for clear policy explanations, accurate quotes, and proactive follow-up. Committed to supporting clients, improving efficiency, and protecting accounts through attentive service.
Overview
21
21
years of professional experience
Work History
Personal Lines Account Manager
D'Agostino Agency
Hammonton, New Jersey
06.2005 - Current
- Cultivated client relationships through consistent follow-up, service calls, and tailored policy support.
- Cross-sold additional coverage aligned with client needs and risk profiles.
- Reviewed policies for accuracy, coverage gaps, and renewal changes.
- Presented insurance quotes using carrier guidelines and agency systems.
- Prepared accurate quotes for prospective clients based on their individual needs.
- Generated repeat business and referrals by delivering personalized service and addressing client needs.
- Followed up with existing customers to ensure satisfaction and renewals of policies.
- Interacted with customers to identify their insurance needs and provide relevant information, and provided high level of service by carefully explaining details about documents.
- Provided customer service by responding to inquiries, resolving complaints, and processing policy changes.
- Consulted with customers to assess needs and match products.
- Maintained up-to-date knowledge of relevant laws and regulations governing the sale of insurance products.
- Managed multiple accounts simultaneously and ensured timely delivery.
- Utilized various software programs to manage accounts efficiently.
- Pinpointed process improvement opportunities, enhancing efficiency and service delivery.
- Trained agency staff on sales practices, carrier products, and compliance requirements.
- Assisted with the underwriting process by gathering necessary documents from applicants.
- Monitored clients' insurance coverage to ensure changing needs were met.
- Presented comprehensive explanations of insurance policies to clients.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Responded to customer inquiries and problems and to promote great service.
- Developed appropriate quotes based on risk information.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Generated repeat business and referrals by delivering personalized service and addressing client needs.
- Monitored clients' insurance coverage to ensure changing needs were met.
- Developed appropriate quotes based on risk information.
Education
Insurance License - Insurance and Risk Management
Professional School of Business
Edison, NJSkills
- Policy review
- Quote generation
- Underwriting process
- Underwriting support
- Renewal processing
- Customer relationship management
- Carrier systems
Timeline
Personal Lines Account Manager
D'Agostino Agency
06.2005 - Current
Insurance License - Insurance and Risk Management
Professional School of Business