Elizabeth Dalke
Granite Bay,CA
Summary
Highly motivated Marketing Representative with prior insurance experience seeking a position in the insurance industry. A "people person" with excellent presentation and sales skills, I am dedicated to growing and expanding company specialized products to customers.
Results-driven insurance industry expert with 10+ years of experience. Skilled in utilizing AMS, Applied systems, and online rating products to streamline operations.
Highly dependable, multi-task oriented professional with excellent communication skills and meticulous attention to detail.
Customer service professional with a proven track record of matching products to the right customers. Skilled in finding solutions and delivering exceptional service.
Dedicated insurance professional known for delivering exceptional results and building strong client connections. Expertise in enhancing organizational performance and driving growth. Seeking opportunities to utilize skills and contribute to the success of a progressive organization.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Sr Personal Lines Account Manager
PCF Insurance
Santa Clara, CA
12.2014 - Current
- Advised customers on risk management strategies tailored to their specific needs.
- Established and maintained effective working relationships with vendors.
- Assessed customer needs and offered appropriate insurance products.
- Assisted in the development of new business opportunities by preparing proposals, presentations, and quotes.
- Tracked renewal dates for all personal lines accounts and provided timely reminders to customers prior to expiration date.
- Reviewed policies for accuracy and ensured that coverage met the individual needs of each client.
- Provided customer service to clients, including answering questions and resolving issues.
- Coordinated with underwriters for approval on large commercial accounts.
- Processed changes to existing policies, such as cancellations, endorsements, reinstatements and renewals.
- Managed a portfolio of clients by providing ongoing service and support.
Senior Executive Human Recourses
Terramina Properties
San Carlos, CA
01.2011 - 12.2014
- Established and maintained positive relationships with business leaders across all departments.
- Provided guidance on policies and procedures related to employment laws and regulations.
- Organized team-building activities for staff members in order to foster morale among employees.
- Conducted recruitment processes including job postings, interviewing, background checks, and onboarding new hires.
- Created training programs for new employees to help them become familiar with company culture and expectations.
- Assisted in the development of performance management systems including goal setting, performance reviews, corrective action plans and disciplinary procedures.
Sr Commercial Lines Account Manager
Lawson Hawks Insurance
Mountain View, CA
01.2007 - 05.2011
- Reviewed client policies and identified areas of potential risk or coverage gaps.
- Identified cross selling opportunities through analysis of current client portfolios.
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Assisted customers in filing claims as needed.
- Prepared proposals for new business, renewals and endorsements.
Skills
- Account Management
- Customer Engagement
- Policyholder Communication
- Customer Billing
- Lead Development
- Policy sales
- Team building
- Problem-solving abilities
- Customer Account Review
- AMS 360
- Applied
Certification
- Licensed Property and Casualty
Timeline
Sr Personal Lines Account Manager
PCF Insurance
12.2014 - Current
Senior Executive Human Recourses
Terramina Properties
01.2011 - 12.2014
Sr Commercial Lines Account Manager
Lawson Hawks Insurance
01.2007 - 05.2011
- Licensed Property and Casualty
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