Erin Lunzer
Mounds View,MN
Summary
Objectives To provide exceptional service to customers and my employer by going above and beyond. Showing leadership skills through positive attitude, hard work, motivation and leading by example.
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
13
13
years of professional experience
Work History
Account Executive
JA Price Agency
Eden Prairie, MN
11.2022 - 02.2024
- Negotiated contracts with clients to ensure profitable outcomes for the company.
- Maintained accurate records of customer interactions and transactions.
- Researched relevant policy information to answer customer questions.
- Responded promptly to emails and phone calls from customers seeking assistance.
- Developed strong relationships with clients by providing exceptional customer service.
- Assisted with customer inquiries, complaints, and requests for information regarding insurance policies.
- Provided quotes on various types of insurance policies.
- Collected payments, processed receipts and informed policyholders of outstanding balances.
- Handled modification and updating of policies.
- Assisted with customer requests and answered questions to improve satisfaction.
- Maintained updated knowledge through continuing education and advanced training.
- Understood and followed oral and written directions.
- Identified needs of customers promptly and efficiently.
Account Manager
HomeServices Insurance
St. Paul, MN
01.2022 - 11.2022
New Business Specialist
08.2020 - 01.2022
- I support the sales team for new business by reviewing each issuance to ensure underwriting guidelines or for compliance purposes, complete processing of application using established guidelines and follow up with agent for any trailing documents required by carrier
- I also submit and issue new business policies with carriers and provides proof of insurance in a timely manner to client and mortgagee
- As an Account Manager | Research and answer clients' and underwriters' calls
- Advise clients regarding insurance coverage and risk management issues
- I process policy changes, renewals and cancellations
- I handle claims and billing inquiries
- Foster and maintain good working relationships with insurance company underwriters
- Additionally, I work with existing clients to round accounts by identifying additional needs, providing quotes and selling needed coverages.
Office Manager
Jody Baber State Farm
Maplewood, MN
05.2019 - 07.2020
- I handle all initial customer interactions both on the phone and when a customer walks in
- I will either assist the customer with their questions or changes or I will pass the call or customer to one of my colleagues to assist.
Insurance Account Representative
Amy Wakem State Farm
New Brighton, MN
04.2015 - 01.2019
- I am responsible for processing all incoming policy transactions
- Some of these transactions include add vehicles into clients' households.
Policyholder Service Representative
SFM, American
Bloomington, MN
03.2013 - 12.2014
- My primary responsibilities are answering policyholder questions, process mail, review applications, confirm effective dates, issue new policies, provide certificate of insurance, process endorsements/cancellations/loss run requests
- I also assist with various projects and tasks as needed or required.
Commercial Insurance Specialist
NorthMarq Capital
Bloomington, MN
09.2010 - 03.2013
- I am responsible for Insurance Compliance, ensuring minimized risk to all Lenders
- I provide a high level of customer service to multiple Lenders, borrowers, agents and other internal and external staff
- Assuring that all commercial loans have insurance in conformity with investor and company regulations and policies at renewal
- I maintain and update several databases
- I monitor and maintain several reports to track quality and productivity of self
- I also assist with various projects and tasks as needed or required.
Education
Software Development
Anoka Hennepin Technical College
12.2002
Century College
01.2000
Mounds View High School
01.1998
Skills
- Strong customer service
- Exceptional computer skills (Microsoft Office, and various other systems)
- Great phone skills
- I can work alone or as part of a team
- I am self motivated and very hard working
- I love a challenge and will not give up until the task is complete and correct
- Account Servicing
- Customer Rapport
- Managing Client Relationships
References
References available upon request.
Timeline
Account Executive
JA Price Agency
11.2022 - 02.2024
Account Manager
HomeServices Insurance
01.2022 - 11.2022
New Business Specialist
08.2020 - 01.2022
Office Manager
Jody Baber State Farm
05.2019 - 07.2020
Insurance Account Representative
Amy Wakem State Farm
04.2015 - 01.2019
Policyholder Service Representative
SFM, American
03.2013 - 12.2014
Commercial Insurance Specialist
NorthMarq Capital
09.2010 - 03.2013
Software Development
Anoka Hennepin Technical College
Century College
Mounds View High School
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