Eunice Reid
Fair Oaks,CA
Summary
Results-driven Insurance Account Manager with extensive experience in Health, Medicare, and Property & Casualty insurance. Proven ability to manage and retain client accounts, drive renewal growth, and collaborate with carriers and underwriters to deliver compliant, customized coverage solutions. Recognized for strong communication skills, attention to detail, and long-term client relationship building.
Diligent Account Manager with solid background in managing client relationships and ensuring customer satisfaction. Proven track record of driving revenue growth through strategic account management and cross-functional collaboration. Demonstrated ability to analyze client needs and deliver tailored solutions, enhancing both client retention and business outcomes.
Diligent Account Manager with solid background in managing client relationships and ensuring customer satisfaction. Proven track record of driving revenue growth through strategic account management and cross-functional collaboration. Demonstrated ability to analyze client needs and deliver tailored solutions, enhancing both client retention and business outcomes.
Skilled account management professional with proven track record in fostering client relationships, driving revenue growth, and managing complex accounts. Known for strong focus on team collaboration, adaptability, and delivering results. Expertise includes strategic planning, client communication, and problem-solving. Highly reliable and flexible in meeting changing business needs.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Account Manager
Dillard Insurance Services
03.2021 - Current
- Manage a portfolio of insurance clients, delivering tailored coverage solutions based on individual and business needs
- Drive account growth through renewals, cross-selling, and new business development
- Serve as primary point of contact for policy inquiries, changes, and service requests
- Collaborate with underwriters, external carriers, and the California Fair Plan to secure appropriate coverage
- Ensure policy accuracy, compliance, and timely processing of endorsements and renewals
Administrative Assistant
Massey & Massey Accountancy
01.2015 - 04.2025
- Supported daily office operations to maintain efficient client service workflows
- Managed calendars and coordinated appointments for tax preparation services
- Handled high-volume phone calls, client communications, and confidential documentation
- Maintained organized records and supported client-facing administrative needs
Medicare Sales Representative
CareZone Medicare
08.2017 - 12.2018
- Achieved and exceeded monthly Medicare sales targets through consultative selling
- Conducted needs assessments to recommend appropriate health and prescription plans
- Developed and maintained a strong book of business
- Ensured strict adherence to Medicare regulations and company compliance standards
Medicare Sales Representative
eHealth Insurance
08.2015 - 06.2017
- Consistently exceeded performance goals in a high-volume call center environment
- Educated clients on Medicare plans, coverage options, and eligibility requirements
- Verified customer information to ensure compliance and accurate policy placement
- Maintained regulatory compliance with CMS and internal guidelines
Education
High School Diploma -
71st High School
Fayetteville, NC06-1986
Skills
- Account management
- Management of policy renewals
- Cross-selling insurance products
- Carrier coordination
- Health and Medicare insurance expertise
- Needs assessment and coverage evaluation
- Regulatory compliance expertise
- Customer service proficiency
- Documentation management
Certification
Property & Casualty and Life and Health Agent License 0H20302
Medicare certified
Timeline
Account Manager
Dillard Insurance Services
03.2021 - Current
Medicare Sales Representative
CareZone Medicare
08.2017 - 12.2018
Medicare Sales Representative
eHealth Insurance
08.2015 - 06.2017
Administrative Assistant
Massey & Massey Accountancy
01.2015 - 04.2025
High School Diploma -
71st High School