Seeking a full-time position as an account manager, customer service professional, and sales representative within a fast-paced, high-volume insurance brokerage firm.
Strives toward continuous agency growth through account production and customer retention.
Practicing the highest level of ethics in all actions.
Utilization of personal lines rating systems of multiple carriers: quote, bind, all policy maintenance and service.
Knowledge of both personal and commercial lines underwriting, and new business submissions.
Perform essential reviews of existing policies as clients' needs change, keeping policies up to date while maintaining longer client relationships.
Extremely organized and detail oriented. Utilization of the agency management system assures no errors in the full completion of tasks, requirements, proper timing of tasks, and open sales opportunities.
Excellent multitasker.
Extremely thorough in the documentation of account activity and client discussions.
A strong sense of teamwork, which is critical to the company's success. Willingness to be of assistance in any area of need.
Strong problem-solving skills. Going to any length of escalation required to take a situation to correct completion, and full client satisfaction.
Creating and maintaining open, positive relationships with writing companies, underwriters, service departments, and other key holders of knowledge and guidance.
Overview
33
33
years of professional experience
Work History
Account Manager
Safeguard Insurance Agency, Inc.
Feasterville, Pennsylvania
03.2023 - 07.2025
Managed multiple accounts simultaneously while meeting deadlines.
Acted as main point of contact in matters relating to client concerns and needs.
Maintained accurate records of all customer interactions in the CRM system.
Responsible for review of daily download and all transactions within agency including renewals, premium changes, cancel notifications, etc.
Addressed customer questions and concerns regarding products and services and resolving billing issues in a timely and effective manner , ensuring client satisfaction.
Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
Identified opportunities for cross-selling additional products or services.
Provided training and guidance to new account managers
Account Manager/Associate Sales Agent
James Luning Insurance Agency, Inc.
Feasterville, PA
01.1993 - 06.2019
Responsible for agency growth through the sales of personal lines and small commercial accounts.
Servicing and managing multiple accounts, and working diligently to meet and exceed performance goals.
Identified customer needs by engaging in conversation, asking questions, and advising on the best solutions.
Acted as the main point of contact in matters relating to client concerns and needs.
Education
High School Diploma -
Villa Joseph Marie HS
Holland, PA
06.1986
Property & Casualty Insurance License
PA
Life & Health Insurance License
PA
Personal lines sales, Commercial sales
Nationwide Insurance Training Academy
Columbus, OH
Skills
Navigation of multiple carriers' websites with the ability to manage and service personal lines policies, quote, and issue new policies