Esterina Lavoratore
Pontiac,Michigan
Overview
17
17
years of professional experience
Work History
Personal Lines Agency Advisor
The Roots Insurance
Troy, MI
03.2022 - Current
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
- Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
Personal Lines Account Manager
Doeren Mayhew Insurance Group
Troy, MI
05.2016 - 12.2021
- Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Exceeded performance metrics consistently by efficiently managing workload and prioritizing tasks based on urgency and complexity levels.
- Led training sessions for new hires, contributing to the development of skilled personal lines account managers within the company.
- 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.
Private Client Account Manager
LSG Insurance Partners
West Bloomfield, MI
02.2008 - 04.2016
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Cultivated long-term relationships with key stakeholders in assigned accounts, fostering trust and loyalty among clients.
Education
Liberal Arts And General Studies
State University of New York At Buffalo
Buffalo, NYSkills
- Relationship Building
- Strategic Planning
- Training and mentoring
- Quoting and Marketing for new business and renewals
- Organizational Skill
- Worked with Zoho, Tam and Applied System
- Licensed in P & C
- CISR Designation
Timeline
Personal Lines Agency Advisor
The Roots Insurance
03.2022 - Current
Personal Lines Account Manager
Doeren Mayhew Insurance Group
05.2016 - 12.2021
Private Client Account Manager
LSG Insurance Partners
02.2008 - 04.2016
Liberal Arts And General Studies
State University of New York At Buffalo