Seeking a position where I can leverage my sales, service and account management skills.
Knowledgeable in sales and service with background in insurance products and client relationship management. Proven success in developing tailored insurance solutions and efficiently handling policy administration. Demonstrated skills in customer service excellence.
Overview
35
35
years of professional experience
1
1
Certification
Work History
Insurance Agent Customer Service
AAA INSURANCE AGENCY
06.2022 - Current
Provide sales and service to customers, enhancements, competitive pricing, upselling sales, service and retention
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.
Cross-sold insurance products to existing clients.
Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
Accounting
Cascade Guardianship
09.2019 - 05.2022
Streamlined accounting processes for improved efficiency and reduced errors.
Provided clerical support to company employees by copying, faxing, and filing documents.
Maintained organized files and stocked supplies to support team needs and maximize performance.
Increased office efficiency by maintaining accurate filing systems and streamlining administrative processes.
Account Manager
PROGRESSIVE INSURANCE COMPANY
01.1990 - 03.2002
Responsible for all aspects of account relationships with financial institutions such as Wells Fargo, Bank of the West, and Western Financial Services
Responsibilities included sales, account management, relationships, IT interface, and senior management communication
Increased client satisfaction by building strong relationships and addressing their needs promptly.
Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
Conducted regular account reviews to identify areas for improvement and ensure continued success.
Collaborated with sales team to identify potential upsell opportunities and expand client base.
Cultivated long-term relationships with key stakeholders in assigned accounts, fostering trust and loyalty among clients.