Emily Taylor Anderson
Gastonia,NC
Summary
My objective for this position is to utilize my passion and communications skills within a client service manager position to assist in providing insurance needs to each customer. With 8 years of experience exceeding agency goals and building client relationships my hopes are to continue helping each customer feel confident within the services provided and to also continue learning and excelling within this company.
Overview
8
8
years of professional experience
Work History
Sr. Client Support Specialist
Marsh McLennan Agency
Charlotte, NC
07.2021 - Current
- Managed time wisely throughout the day to make sure that all work is completed in a timely fashion
- Documented processes and procedures for internal use within the team and organization-wide distribution.
- Researched, identified and responded to client inquiries expeditiously, providing reactive and proactive customer support.
- Adhered to all company policies and guidelines when providing client support services.
- Utilized Sagitta and Image Right to make changes to client data in company database.
- Supported sales team members to drive growth and development.
Account Manager Assistant
Watson Insurance Agency
Gastonia, NC
01.2016 - 07.2021
- Apply organization and time management skills when coordination and responding to inbound telephone and email inquiries
- Responsible for maintaining a book of business by managing daily needs for current customers and new
- This also includes all processing work such as Policies, Endorsements, Audits, etc
- Analyze potential client requirements and prepare comprehensive plans that meet individual insurance needs
- To use my communication skill while talking to insureds for their needs, problem solving, working with new and existing clients.
Education
Life Insurance License -
XCEL Solutions
01.2020
Property and Casualty Insurance License -
Pearson View
01.2016
Designation - Certified Builders Insurance Agent
Builders Mutual
Surgical Technologist -
Carolinas College of Health Sciences
Skills
- 5 years of experience with Epic document writer
- 3 years of experience with Sagitta and Image Right filing systems
- Excellent experience with Microsoft Word and Excel
- Ability to multi-task, prioritize under pressure and excellent problem solving skills
- Work well with others through effective communication in a team environment
Timeline
Sr. Client Support Specialist
Marsh McLennan Agency
07.2021 - Current
Account Manager Assistant
Watson Insurance Agency
01.2016 - 07.2021
Life Insurance License -
XCEL Solutions
Property and Casualty Insurance License -
Pearson View
Designation - Certified Builders Insurance Agent
Builders Mutual
Surgical Technologist -
Carolinas College of Health Sciences