Insurance Account Manager <span style="border-bottom: 2px dashed #cf4343; padding-bottom: 1.2px;">Menicucci</span> Insurance Agency
Albuquerque, NM
09.2022 - Current
Resolved customer complaints regarding coverage or service issues.
Coordinated activities between departments within the organization.
Established and maintained effective working relationships with vendors.
Investigated discrepancies in billing statements and credit card charges.
Reviewed existing policies to determine if changes were necessary.
Prepared detailed reports for upper management on account performance metrics.
Ensured compliance with all applicable laws, regulations and standards.
Developed relationships with clients to ensure satisfaction and loyalty.
Assessed customer needs and offered appropriate insurance products.
Negotiated terms and conditions of policies with customers.
Maintained accurate records of client accounts and policy information.
Generated quotes for customers based on individual requirements.
Explained complex policy provisions to customers in a clear manner.
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