Elinor Gulla
Account Manager
Walpole,MA
Summary
Results-driven Personal Lines Manager with 20 years of experience in Account Manager role. Demonstrated success in growing sales and improving productivity. Highly analytical problem-solver with quality-focused approach.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Personal Lines Account Manager
Kaplansky Insurance
Framingham, MA
06.2022 - Current
- Handled account auditing, endorsements and invoicing.
- Oversaw all activities and transactions within personal lines department.
- Remained up to date on forms, rates, and types of coverage.
- Evaluated prospect's current insurance program and offered alternatives.
- Provided advice and counsel on personal lines matters.
- Maintained records and stayed current with policy renewals.
- Stayed in contact with carriers, underwriters and marketing personnel.
- Monitored electronic activities closely.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Met with customers to provide information about available products and policies.
Personal Lines Account Manager
Corcoran&Havlin Insurance Group
Wellesley, MA
01.2021 - 01.2022
- Handled account auditing, endorsements and invoicing.
- Oversaw all activities and transactions within personal lines department.
- Remained up to date on forms, rates, and types of coverage.
- Evaluated prospect's current insurance program and offered alternatives.
- Provided advice and counsel on personal lines matters.
- Maintained records and stayed current with policy renewals.
- Stayed in contact with carriers, underwriters and marketing personnel.
- Offered broadest possible coverage for new and existing business clients in order to maximize sales.
Personal Lines Account Manager
Winslow Warren Insurance
Walpole, MA
08.2014 - 12.2019
- Handled account auditing, endorsements and invoicing.
- Oversaw all activities and transactions within personal lines department.
- Remained up to date on forms, rates, and types of coverage.
- Evaluated prospect's current insurance program and offered alternatives.
- Provided advice and counsel on personal lines matters.
- Stayed in contact with carriers, underwriters and marketing personnel.
- Monitored electronic activities closely.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Serviced [Number] accounts on regular basis to maintain and increase revenue.
- Finalized sales and collected necessary deposits.
- Met with customers to provide information about available products and policies.
- Calculated premiums and established payment methods for sales.
- Collected premiums on or before effective date of coverage.
Personal Lines Account Manager
Morrill Insurance Agency
Norwood , MA
09.2008 - 05.2011
- Handled account auditing, endorsements and invoicing.
- Oversaw all activities and transactions within personal lines department.
- Remained up to date on forms, rates, and types of coverage.
- Evaluated prospect's current insurance program and offered alternatives.
- Provided advice and counsel on personal lines matters.
- Stayed in contact with carriers, underwriters and marketing personnel.
- Met with customers to provide information about available products and policies.
- Calculated premiums and established payment methods for sales.
- Collected premiums on or before effective date of coverage.
- Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales by [Number]%.
Agency Principal
Elinor L Gallahue Insurance Agency, INC.
Canton, MA
03.1989 - 12.2001
- Promoted sales growth in personal lines insurance and Registry Procedures and forms
- Supervised all agency activities to grow business.
Education
Bachelor of Science - Business Administration And Management
Salve Regina University
Newport, RI05.1985
High School Diploma -
Ursuline Academy
Dedham, MA05.1981
Skills
- Premium Calculations
- Insurance Policy Sales
- Management Information Systems Expertise
- Excellent Personal Service
- Form Completion and Submission
- Customer Needs Assessments
- Persuasive Sales Techniques
- Casualty Insurance Industry Knowledge
Certification
- PLCS - Personal Lines Coverage Specialist
- REGISTRY CERTIFIED
- Licensed PROPERTY & CASUALTY,
- Licensed LIFE & Health
Timeline
Personal Lines Account Manager
Kaplansky Insurance
06.2022 - Current
Personal Lines Account Manager
Corcoran&Havlin Insurance Group
01.2021 - 01.2022
Personal Lines Account Manager
Winslow Warren Insurance
08.2014 - 12.2019
Personal Lines Account Manager
Morrill Insurance Agency
09.2008 - 05.2011
Agency Principal
Elinor L Gallahue Insurance Agency, INC.
03.1989 - 12.2001
Bachelor of Science - Business Administration And Management
Salve Regina University
High School Diploma -
Ursuline Academy
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