Thirty three year of hands on experience in developing and maintaining relationships with customers and organizations in the insurance industry. Extensive knowledge in all aspects of Massachusetts insurance products, pricing and policy features.
Overview
33
33
years of professional experience
Work History
Account Manager
Russo Insurance Agency
Medway, MA
08.2016 - Current
Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction.
Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
Oversaw new business development and customer servicing.
Assist customers with initial claim process for both home and auto losses.
Handle incoming customers calls, respond to inquires and resolve problems.
Account Manager
RP Ahearn Insurance Agency
Framingham, MA
06.2000 - 08.2016
Assess customer needs and customize insurance policies.
Ensure that all policy requirements are fulfilled
Calculate premium requirements and set payment methods and options.
Assist customers with initial claim process for both homeowners and auto losses.
Work directly with representatives from all major insurance carriers.
Handle incoming customer calls, respond to inquires and resolve problems.
Team Leader
State Farm Insurance
Framingham, MA
06.1989 - 06.2000
Mentored and guided new employees to foster proper completion of assigned duties.
Built strong relationships with customers through positive attitude and attentive response.
Established open and professional relationships with team members to achieve quick resolutions for various issues.
Education
Personal Lines Producer License -
MAIA
03.2020
Office Assistant Certificate -
Mass Bay Community College
Framingham, MA
05.1998
High School Diploma -
Holliston High School
Holliston, MA
06.1987
Skills
Account verification
Checking quotes
Cost reviewing
New account creation
Account servicing skills
Excellent communication skills
Self-motivated, enthusiastic and witty
Timeline
Account Manager
Russo Insurance Agency
08.2016 - Current
Account Manager
RP Ahearn Insurance Agency
06.2000 - 08.2016
Team Leader
State Farm Insurance
06.1989 - 06.2000
Personal Lines Producer License -
MAIA
Office Assistant Certificate -
Mass Bay Community College
High School Diploma -
Holliston High School
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