ELIZABETH PEPLER
Hope Valley,RI
Summary
Dedicated account manager known for strong attention to detail and a client-centric approach. Expertise in processing policy renewals, resolving inquiries, and maintaining compliance, committed to driving customer satisfaction and retention.
Overview
16
16
years of professional experience
Work History
Personal Lines Account Manager
Schonning Insurance
Westerly, Rhode Island
08.2016 - Current
- Managed personal lines accounts and maintained strong client relationships.
- Reviewed insurance policies for compliance with company standards and regulations.
- Assisted clients in understanding coverage options and policy details.
- Processed policy renewals and endorsements efficiently for timely updates.
- Collaborated with underwriters to assess risk and determine coverage needs.
- Resolved client inquiries and issues with professionalism and attention to detail.
- Educated clients on claims processes and advocated for their needs effectively.
- Provided customer service to clients, including answering questions and resolving issues.
- Assisted in the development of new business opportunities by preparing proposals, presentations, and quotes.
- Ensured compliance with state laws regarding personal lines accounts.
- Maintained accurate records of all policy information in company database.
- Tracked renewal dates for all personal lines accounts and provided timely reminders to customers prior to expiration date.
- Conducted periodic reviews of existing policies to determine if coverage should be modified or renewed.
- Identified potential risks associated with policyholders and offered appropriate solutions.
- Reviewed policies for accuracy and ensured that coverage met the individual needs of each client.
- Processed changes to existing policies, such as cancellations, endorsements, reinstatements and renewals.
- Advised clients on available options based on their individual circumstances.
- Attended meetings with clients to discuss their insurance needs and provide advice accordingly.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Developed appropriate quotes based on risk information.
- Sought out new clients and developed clientele by networking to find new customers.
Insurance Producer
Tasca Allstate Insurance Agency
Cranston, Rhode Island
01.2013 - 08.2016
- Developed insurance policies tailored to client needs and risk profiles.
- Provided expert guidance on coverage options and claims processes.
- Cultivated client relationships through regular follow-ups and personalized service.
- Conducted thorough assessments to identify potential coverage gaps for clients.
- Educated clients about insurance products and industry trends effectively.
- Provided customer service by responding to inquiries, resolving complaints, and processing policy changes.
- Followed up with existing customers to ensure satisfaction and renewals of policies.
- Prepared accurate quotes for prospective clients based on their individual needs.
- Participated in team meetings to discuss strategies for meeting goals.
- Performed administrative tasks such as maintaining records, filing paperwork.
- Identified potential new customers through cold-calling and networking activities.
Insurance Agent
Fargiorgio Allstate Insurance
West Warwick, Rhode Island
05.2010 - 01.2013
- Assisted clients in selecting appropriate insurance coverage options.
- Evaluated client needs and provided tailored insurance solutions.
- Processed policy applications and maintained accurate client records.
- Conducted regular follow-ups to ensure client satisfaction and retention.
- Educated clients on policy terms, benefits, and claims processes.
- Resolved client inquiries and issues in a timely manner.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Education
High School Diploma -
Chariho High School
Wood River Junction, RI06-1982
Skills
- Policy procurement
- Coverage assessment
- Policy changes
- Risk evaluation
- Regulatory compliance
- Policy compliance
- Insurance products
- Client management
- Account management
- Client relations
- Policyholder communication
- Product knowledge
- Effective communication
- Attention to detail
- Time management
- Advisory skills
- Collaborative teamwork
- Active listening
- Property and casualty insurance
Timeline
Personal Lines Account Manager
Schonning Insurance
08.2016 - Current
Insurance Producer
Tasca Allstate Insurance Agency
01.2013 - 08.2016
Insurance Agent
Fargiorgio Allstate Insurance
05.2010 - 01.2013
High School Diploma -
Chariho High School