Ela Bodulovic
Penfield,NY
Summary
Results-driven insurance professional with 7 years in property and casualty insurance and 12 years in customer service. Skilled in managing client service needs, processing documentation, and providing product guidance. P&C licensed in 48 states; possesses strong leadership, training, and problem-solving capabilities. Committed to enhancing client experiences through effective communication and meticulous attention to detail.
Overview
12
12
years of professional experience
Work History
Account Specialist (Private Risk Management)
Aon
07.2025 - Current
- Deliver tailored insurance and risk advisory solutions for high net worth individuals, families and family offices.
- Managed client accounts, ensuring timely communication and service delivery to enhance client satisfaction.
- Provided daily account servicing support, maintained accurate records, delivered high-quality customer service, and ensured client data remained current.
- Collaborate closing with Account Executives handling endorsements, invoicing, accord form issuance and assist our clients on incoming calls.
Account Specialist (Small Commercial)
Aon, Victor
02.2020 - 07.2025
- Collaborated with Account Executives to address client needs and ensure high-quality service delivery.
- Process and manage insurance-related documentation, including invoices, audits, accord forms, endorsements and cancellations.
- Maintained efficient account operations, addressing client service needs promptly.
- Trained and supported new team members in learning processes and responsibilities.
Sales Associate
Allstate, Penfield
10.2019 - 12.2019
- Identified leads to sell insurance and upsold to existing customers, enhancing overall sales.
- Educated customers on insurance coverage options to facilitate informed decisions.
- Exhibited in-depth knowledge of diverse insurance products to assist customer inquiries.
- Delivered professional and customer-focused service throughout the sales process.
Owner/ Hair Stylist
Essentials Salon & Spa, Penfield
04.2014 - 11.2019
- Ensured clients received exceptional service, fostering repeat business and referrals.
- Managed multiple operational responsibilities while maintaining a high standard of customer satisfaction.
- Hired and trained employees to enhance team skills and service quality.
- Managed QuickBooks for accurate financial tracking and reporting.
Education
Property and Casualty Insurance License -
Bryant and Stratton
Henrietta10-2019
Skills
- Property & Casualty Insurance
- Insurance Documentation
- Client Account Management
- Customer Service
- Sales & Upselling
- Salesforce
- Nexsure
- Data Management
- Time Management
- QuickBooks
- Microsoft Teams & Outlook
- Slack
- Employee training
- Leadership
- Critical thinking
- Multilingual: Bosnian, Croatian & Serbian
Timeline
Account Specialist (Private Risk Management)
Aon
07.2025 - Current
Account Specialist (Small Commercial)
Aon, Victor
02.2020 - 07.2025
Sales Associate
Allstate, Penfield
10.2019 - 12.2019
Owner/ Hair Stylist
Essentials Salon & Spa, Penfield
04.2014 - 11.2019
Property and Casualty Insurance License -
Bryant and Stratton