Dina Tahaney
Palm Bay,FL
Summary
Dynamic Client Relationship Manager with over 24 years' experience in sales and service roles in the Personal Lines Insurance industry. Driving top-quality customer experience and satisfaction through expertise. Building and retaining long-term relationships by establishing positive, productive, and routine communications.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Private Client Relationship Manager
Risk Strategies
07.2019 - Current
- Maintained detailed records of all client interactions, ensuring accuracy in account management and reporting activities.
- Developed strong rapport with clients through consistent follow-up and attention to detail.
- Assessed client needs and developed plans to adequately address current and future objectives.
- Provided exceptional customer service by addressing concerns promptly and professionally.
- Recommended new products to clients and maintained solutions-oriented problem-solving for long-term client relationships.
Personal Lines Account Manager
The Loomis Company
05.2015 - 10.2018
- Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Conducted comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
- Identified and solicited sales prospects in agency databases.
- Educated clients on insurance policies and procedures.
- Finalized sales and collected necessary deposits.
- Exceeded performance metrics consistently by efficiently managing workload and prioritizing tasks based on urgency and complexity levels.
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
Account Executive
The Seltzer Group
06.2005 - 05.2015
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently
- Streamlined account management processes for increased efficiency and improved client retention rates.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Established long-lasting relationships with key decision-makers within client organizations, solidifying the company''s reputation as a trusted partner in their respective industries.
Skills
- FL 2-20 Property & Casualty General Lines Agent License; FL 2-15 Life, Including Heath & Variable Annuity Insurance License
Affiliations
- Insurance Agents & Brokers/The National Alliance
Certification
- Certified Insurance Service Representative Elite - Sptember 2017
- Certified Insurance Service Representative - October 2015
- Currently working on my CPRIA Designation
Timeline
Private Client Relationship Manager
Risk Strategies
07.2019 - Current
Personal Lines Account Manager
The Loomis Company
05.2015 - 10.2018
Account Executive
The Seltzer Group
06.2005 - 05.2015
Similar Profiles
Jason EllisonJason Ellison
Benefits Leader, National Healthcare Practice at Risk StrategiesBenefits Leader, National Healthcare Practice at Risk Strategies
Timothy DevinTimothy Devin
NEW YORK REGION PRIVATE CLIENT LEADER/SENIOR VICE PRESIDENT at Risk StrategiesNEW YORK REGION PRIVATE CLIENT LEADER/SENIOR VICE PRESIDENT at Risk Strategies
Carl SauermanCarl Sauerman
Vice President at Risk StrategiesVice President at Risk Strategies
Andrew SkowronekAndrew Skowronek
Cybersecurity Architect at Akamai Technologies IncCybersecurity Architect at Akamai Technologies Inc
Andrew AultAndrew Ault
Front End Associate at TargetFront End Associate at Target