Emily Frank
Austin,TX
Summary
Adept at driving client satisfaction and retention, I excelled at Ed Weeren Insurance Agency, Inc., by leveraging my expertise in insurance underwriting and exceptional relationship-building skills. Achieved notable improvements in productivity and policy sales, underscoring my commitment to quality and professional excellence.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Commercial Lines Account Manager
Ed Weeren Insurance Agency, Inc.
09.2021 - Current
- Collaborated with underwriters to ensure accurate policy issuance and appropriate coverage levels.
- Maintained up-to-date knowledge of industry regulations, staying ahead of potential impacts on client policies.
- Coordinated cross-departmental efforts to resolve complex issues, ensuring a seamless experience for clients.
- Provided informed guidance to assist clients in choosing commercial insurance products to suit business needs.
- Negotiated competitive insurance rates with carriers, maximizing value for clients.
- Optimized communication channels between brokers, carriers, and clients, ensuring seamless information exchange for timely policy issuance and management.
- Implemented effective workflow processes within the team, resulting in improved productivity levels while maintaining high-quality standards in servicing clients'' needs.
- Conducted thorough risk assessments for potential clients, accurately identifying exposure areas and recommending optimal coverage options accordingly.
- Streamlined policy renewals for timely processing, ensuring continuous coverage for clients.
- Conducted comprehensive policy reviews to identify gaps in coverage and recommend appropriate adjustments.
- Maintained consistent knowledge of industry products and attended continuous education events to increase product knowledge.
- Collected premiums on or before effective date of coverage.
- Finalized sales and collected necessary deposits.
- Analyzed risk factors to recommend appropriate coverage levels.
Personal Lines Account Manager
Ed Weeren Insurance Agency, Inc.
07.2016 - Current
- Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Led training sessions for new hires, contributing to the development of skilled personal lines account managers within the company.
- Exceeded performance metrics consistently by efficiently managing workload and prioritizing tasks based on urgency and complexity levels.
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
- Improved client retention by providing exceptional customer service and addressing policy inquiries in a timely manner.
- Maintained up-to-date knowledge of industry trends and regulations, allowing for informed recommendations to clients regarding their insurance needs.
- Assisted in the implementation of new company software, serving as a resource for colleagues during the transition period and helping to identify areas for improvement in system functionality.
- Acted as a liaison between clients and claims adjusters, advocating for fair settlements while maintaining a professional and compassionate approach throughout the process.
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
Processor/Receptionist Administrator
Ed Weeren Insurance Agency, Inc.
02.2015 - Current
- Supported team members in their tasks, contributing to overall team success.
- Increased productivity by effectively managing workload and prioritizing tasks.
- Maintained accurate records and ensured timely completion of all necessary paperwork.
- Enhanced team collaboration, sharing best practices for efficient processing techniques.
- Received and reviewed incoming documents and materials.
- Assisted colleagues as needed, fostering a positive work environment based on teamwork and mutual supportiveness.
- Adhered to strict deadlines for processing applications, ensuring timely approvals and client satisfaction.
- Reduced errors with meticulous attention to detail and thorough review of documentation.
- Collaborated with cross-functional teams to ensure smooth handoffs and timely completion of projects.
- Utilized strong analytical skills to identify potential risks or discrepancies within processed documents quickly.
- Managed multiple priorities simultaneously, maintaining organization even during peak periods.
- Mastered industry-specific software tools to expedite data entry tasks and reduce manual input errors.
- Implemented new workflows to streamline the processor role, resulting in improved performance metrics.
- Trained new production staff members on safe and efficient production procedures and proper machine operations.
- Examined incoming materials and compared to documentation for accuracy and quality.
- Calibrated machines to maintain required productivity levels and adherence to quality standards.
- Answered incoming calls, directing clients to individuals addressing specific needs.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Expedited daily office tasks such as mail distribution, document scanning, photocopying, and data entry to ensure smooth workflow.
- Took delivery of packages and documents, applying appropriate internal policies relating to chain of possession.
Education
Bachelor of Arts - History
The College of Wooster
Wooster, OH05.2014
Skills
- Prospecting strategies
- Insurance Underwriting
- Client Services
- Record-keeping
- Quality Assurance
- Policy analysis
- Account Management
- Product Recommendations
- Account Retention
- Client Relationship Building
- Teamwork and Collaboration
- Problem-Solving
- Attention to Detail
- Time Management
- Multitasking
- Excellent Communication
- Decision-Making
- Relationship Building
- Insurance Policy Sales
- Property and Casualty Insurance
- Analytical Thinking
- Professionalism
- Insurance Coverage Verification
- Billing Inquiries
- Written Communication
- Billing Procedures
Certification
- Licensed General Lines Agent, Texas: 2015- Present
- Chartered Property Casualty Underwriter (CPCU®) Designation - 2022
- Certified Insurance Counselor (CIC) - 2019
Timeline
Commercial Lines Account Manager
Ed Weeren Insurance Agency, Inc.
09.2021 - Current
Personal Lines Account Manager
Ed Weeren Insurance Agency, Inc.
07.2016 - Current
Processor/Receptionist Administrator
Ed Weeren Insurance Agency, Inc.
02.2015 - Current
Bachelor of Arts - History
The College of Wooster
- Licensed General Lines Agent, Texas: 2015- Present
- Chartered Property Casualty Underwriter (CPCU®) Designation - 2022
- Certified Insurance Counselor (CIC) - 2019
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