Doreen Welch
Erie,PA
Summary
In all my 32 years working in the insurance industry, customer service to me is another way to fulfill my personal dream of helping people.
Building trust by ensuring comfort in their time of need and also finding it in a way that is most helpful yet affordable is my ultimate goal. In accomplishing this goal, having a client relationship where they can feel almost like family is a rapport that I have established over the years.
In order to do this I know I must be professionally competent in giving them a feeling of honesty by utilizing a strong moral compass, having prompt service, and leaving them with a feeling of being covered for their needs. (After servicing my clients I want them carrying on with their day feeling confident they made the right choices in their coverages).
Utilizing this in my career has made my employer grow their customer base, and has allowed me to build not only professional, but personal relationships with my clients.
Overview
32
32
years of professional experience
Work History
Personal Lines Account Manager
Loesel-Schaaf Insurance Agency, Inc.
Erie, PA
10.1995 - Current
- Maintained records and stayed current with policy renewals.
- Oversaw all activities and transactions within personal lines department.
- Evaluated prospect's current insurance program and offered alternatives.
- Remained up to date on forms, rates and types of coverage.
- Offered broadest possible coverage for new and existing business clients in order to maximize sales.
- Handled account auditing, endorsements and invoicing.
- Conducted annual reviews of existing policies to update information.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Collected premiums on or before effective date of coverage.
- Prepare quotations and applications, and review policy conditions and terms with selected carriers.
- Review all quoted with recommendations as to the best options for my clients.
- Place coverage with insurance carriers within agency authority.
Education
Bachelor of Arts - Communication Studies
Mercyhurst University
Erie, PASkills
- Casualty Insurance Industry Knowledge
- Customer Needs Assessments
- Excellent Personal Service
- Customer Complaint Resolution
- Customer Experience
- Product Knowledge
- Licensing Requirements
- Positive Reinforcement
- Insurance Eligibility
- Confidentiality Requirements
- Professional Relationships
- Application Processing
- Billing Inquiries
- New Product Information
- Customer Billing
- Renewing Accounts
- Insurance Coverage Verification
- Policyholder Communication
- Policy Renewals
Timeline
Personal Lines Account Manager
Loesel-Schaaf Insurance Agency, Inc.
10.1995 - Current
Bachelor of Arts - Communication Studies
Mercyhurst University