Denise Bergsma
Summary
Results-driven Personal Account Manager with expertise in managing large portfolios and enhancing customer service. Cultivated long-term client relationships by effectively understanding and addressing client needs. Demonstrated strong work ethic and adaptability while thriving in independent work environments.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Personal Accounts Manager
Oltman Insurance & Financial Group
Lynden
01.2016 - 07.2025
- Quoted and issued personal lines policies to meet client needs.
- Explained coverages to insureds, ensuring understanding of policy details.
- Process auto & home policy changes
- Process payments from insureds
- Filed claims for insured clients, ensuring proper documentation and timely submission.
- Followed up with banks to provide necessary evidence of insurance for various policies.
Personal Lines Account Manager
S&V Insurance
Lynden
01.2013 - 07.2016
- Managed personal lines insurance policies for diverse clientele.
- Reviewed and processed policy applications and renewals efficiently.
- Advised clients on coverage options and risk management strategies.
- Provided customer service to clients, including answering questions and resolving issues.
- Processed changes to existing policies, such as cancellations, endorsements, reinstatements and renewals.
Personal Lines Account Manager
S&S Insurance
Lynden
01.2010 - 07.2013
- Advised clients on coverage options and risk management strategies.
- Reviewed and processed policy applications and renewals efficiently.
- Resolved client inquiries and issues through effective communication.
- Provided customer service to clients, including answering questions and resolving issues.
Personal Lines Account Manager
COUNTRY Financial
Lynden
01.2007 - 07.2013
- Answering phones
- Setting appointments
- Quoting auto and home insurance
Education
Lynden High School
Lynden, WASkills
- Policy issuance
- Claims management
- Coverage explanation
- Risk assessment
- Financial analysis
- Client relationship management
- Client follow-up
- Attention to detail
- Multitasking
- Team collaboration
- Communication skills
- Active listening
Certification
- Property and Casualty Insurance License
References
References available upon request.
Timeline
Personal Accounts Manager
Oltman Insurance & Financial Group
01.2016 - 07.2025
Personal Lines Account Manager
S&V Insurance
01.2013 - 07.2016
Personal Lines Account Manager
S&S Insurance
01.2010 - 07.2013
Personal Lines Account Manager
COUNTRY Financial
01.2007 - 07.2013
Lynden High School