Results-driven customer account manager, accomplished in bringing in new customers and maximizing revenue. Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personable style.
Overview
21
21
years of professional experience
Work History
Commercial Limes Account Manager
Gilsbar Specialty Insurance
11.2022 - Current
Managed commercial lines accounts, ensuring compliance with industry regulations and client needs.
Developed strategic insurance solutions to mitigate risks for diverse business clients.
Coordinated communication between underwriters and clients, facilitating timely policy renewals and adjustments.
Analyzed client portfolios to identify coverage gaps and recommend enhancements for optimal protection.
Make Up Artist
Self Employed
01.2005 - Current
Weddings Party
Engagement Photos
Editorial Makeup
Airbrush Makeup
Eye Lash Application
Provide makeup services to 15-30 clients per month for weddings, proms and other special events
Order makeup materials and equipment from suppliers when inventory was running low
Handled basic administrative tasks, such as booking, cancelling and rescheduling appointments
Handle cash and credit card payments daily with 100% accuracy
Sanitize workstations and salon equipment to reduce chance of infection
Manage over 800 accounts some with multiple policies.
Validated existing accounting management and reporting systems to assess quality and conformance, identify problems and implement corrective actions.
Remained impartial in order to advise clients based on circumstances.
Collected all premiums on or before effective date of coverage.
Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Conducted annual reviews of existing policies to update information.
Proved successful working within tight deadlines and fast-paced atmosphere.
Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
Provided coverage option information to assist clients in protecting assets.
Upsold additional products and services after identifying customer needs and requirements.
Obtained underwriting approval by completing application for coverage.
Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Administrative Assistant
Brown & Brown Insurance
03.2020 - 10.2020
Restocked supplies and placed purchase orders to maintain adequate stock levels.
Coordinated travel arrangements by booking airfare, hotel and ground transportation.
Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions.
Generated reports and typed letters in Word and prepared PowerPoint presentations.
Scheduled office meetings and client appointments for staff teams.
Coached new employees on administrative procedures, company policies and performance standards.
Handled client correspondence and tracked records to foster office efficiency.
Monitored premises, screened visitors, updated logs and issued passes to maintain security.
Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.
Completed sales documentation and collected signatures to finalize purchases.
Clerical/Administrator
CEMI USA
01.2015 - 03.2020
Answer phones
Process purchase orders from receiving to entering
Manage price files for all of the different manufacturers
Assist the sales team with pricing and availability
Communicating with customers via email and phone
Monitor inventory
Train new employees on processes and protocol per each manufacturer we represent to ensure optimal productivity
Created price sheets in excel to distribute to the sales team and customers per manufacturer
Maintain files from the manufacturer to the distributor
Set up and maintained physical and electronic filing system
Improved processes to maximize operational efficiency
Prioritized and completed multiple tasks simultaneously, seeing that projects were completed by deadlines
Smoothly facilitated communication between departments, management and customers to resolve issues and achieve performance targets
Office Administrator
Rau Enterprises
01.2010 - 01.2015
Answered Phones
Received and Placed Customer Orders
Filing
Generated shipment invoices, prepared packages and set up courier deliveries for customers
Organized workloads to streamline tasks and efficiently oversee day-to-day operations
Sorted and distributed business correspondence to correct department or staff member, reducing dropped communications and enabling faster responses to key requests
Monitored calendars and scheduled appointments based on availability and established load limits
Interacted professionally with both customers and inside personnel, answering questions and responding to phone and email inquiries
Account Manager at Fitzpatrick & Co Insurance Brokers now Aviso Specialty Insurance BrokersAccount Manager at Fitzpatrick & Co Insurance Brokers now Aviso Specialty Insurance Brokers