Account management professional prepared to bring strong focus on client relations and project coordination to your team. Possesses valuable experience in maintaining client accounts, supporting project execution, and ensuring timely deliverables. Recognized for collaborative teamwork and adaptability, with keen ability to meet changing needs and drive results.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Commercial Lines Account Associate
Arthur J. Gallagher & Company
Jonesboro, AR
08.2013 - Current
Developed and maintained strong relationships with clients, enhancing customer satisfaction.
Coordinated communication between internal teams and clients to streamline processes.
Assisted in preparing detailed reports for client meetings, ensuring data accuracy.
Answered customer emails, chats and telephone calls to respond to questions, provide details, and resolve concerns.
Assisted in the development of new business proposals, contributing to company growth.
Contributed to a positive work environment by actively participating in team meetings and sharing valuable insights on how to enhance service quality.
Checked documentation for accuracy and validity on updated systems.
Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.
Modified, updated and processed existing policies.
Notified insurance agents and accounting departments of policy cancellations and changes.
Deposit Counselor/Bank Teller Supervisor
Arvest Bank Group Inc.
Conway, AR
10.2008 - 08.2013
Improved customer satisfaction by efficiently managing teller transactions and addressing customer inquiries.
Built trusting relationships with customers through attentive listening skills, insightful problem-solving abilities, and empathetic service approach.
Supervised daily operations of teller team, ensuring adherence to banking policies and procedures.
Resolved customer inquiries and complaints promptly, leading to improved satisfaction ratings.
Monitored cash flow and balanced daily transactions, maintaining accuracy in financial reporting.
Skills
Compliance
Transaction management
Teamwork and collaboration
Customer service
Time management
Attention to detail
Organizational skills
Microsoft office
Data entry
Handling confidential materials
Certification
Licensed Arkansas Insurance Producer - Both Property & Casualty and Life & Health
Certified Authority in Workers Compensation (CAWC) Designation
Certified Insurance Service Representative (CISR) Designation