Hala Harb
North Andover,MA
Summary
Highly organized and motivated Account Executive with demonstrated track record of building relationships with clients, developing new procedures to enhance agency process, and providing support to senior management. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Enjoy collaborating with producers and underwriters to finalize new business quotes and/or renewals.
Overview
18
18
years of professional experience
Work History
Multiline Account Executive
Salem Five Insurance Agency
10.2023 - Current
- Responsible for the day-to-day account management of a $2.5M assigned book of business (Commercial and Personal) which includes client communication, policy changes, renewals, non-renewals, inspection notices, issuance of Binder/RTA, collecting payment, and much more.
- Set up phone calls, in person meetings or via zoom to review customer accounts and provide them with the best recommendations that fits their insurance needs.
- Collaborate with producers and underwriters to review new businesses and renewals.
- Attend carriers’ workshop to better understand their products and available endorsements.
- Have a high understanding of how to utilize our agency system, Applied Epic, Single point, and carriers’ website
- Review +90- and -90-days renewal list and expiration reports on daily basis to ensure clients are protected.
Personal Lines Account Manager
Salem Five Insurance Agency
12.2022 - 10.2023
- Managed a $2M book of business of for existing clients and assisted producers with new business.
- Reviewed renewals, remarked policies when needed, processed endorsements, cancellations, RTA, binders, completed bank disclosures, and much more.
- Returned clients' calls and /or emails in a timely manner.
- Reviewed +90- and -90-days renewal list to ensure policies are active and epic is up to date.
- Have a high understanding of how to utilize our agency system, Applied Epic, Single point, and carriers’ website.
- Provided coverage for management when needed.
- Prepared different presentation to present different insurance product and to better educate my team.
- Completed CISR designation in June 2023
AVP, Branch Manager
Pentucket Bank
02.2022 - 12.2022
- Managed branch daily activities to ensure smooth workflow and efficiency in operations, sales, and customer service
- Interviewed, hired, and trained new employees
- Reviewed customers’ feedback through online surveys, discussed feedback with the team, and took necessary action to improve results when needed.
- Created a quarterly action plan to help achieve desired results in sales, operations, and customer service
- Ensured compliance with bank policies and procedures addressed findings in timely manner.
- Scheduled and conduct one on one with employees to celebrate success and help create a development plan to achieve their professional goal
- Reviewed NSF reports, new accounts report, CIP report, and completed new business site visits.
- Created marketing opportunities to increase the bank branch’s customer base and bank visibility by volunteering, participating, as well as attending different bank events, community events, festivals, and gala .dinners.
Owner
H.A.L.P. Insurance
10.2019 - 04.2022
- Self-started a small insurance agency through working with different company as an independent contractor. Joined New York Life Insurance as an insurance agent in and Liberty Mutual as a Sales Agent in 2019.
- Marketed own business and services through online website, cold callings, attending multiple networking events and much more
- Conducted seminars to educate clients and prospects about the insurance industry and products
- Partnered with other business such as dealerships, realtors, and lawyers to be a resource for them and their clients
- Scheduled in-person appointment or via zoom with customers to understand their insurance needs and budget
- Provided customers with the right insurance product for their home, auto, and Life
- Participated in community events and volunteering opportunities.
Bank Manager
Bank of America
08.2017 - 10.2019
- Managed the daily branch operations including implementing new procedures and objectives to help achieve bank goals
- Developed and deepened customer relations by providing outstanding customer service and followed a focused cross sell strategy
- Monitored the Store’s daily result and plan a daily, weekly, or monthly activities to ensure the center meets its financial goal
- Created a quarterly action plan to help achieve desired results in sales, operations, and customer service
- Ensured compliance with bank policies and procedures
- Introduced “Be Legendary” at TD Bank; reviewed and explained the new process to bank employees; scheduled a weekly conference call with managers to answer questions and together help overcome challenges
- Took the initiatives to lead the market quarterly credit card competition; kept market up-to-date weekly with the results, educated bank employees about our CC products, reviewed other banks CC offers, and celebrated employee success
- Visited different businesses weekly and provided them with some giveaways to increase bank visibility and attract new customers
- Volunteered at different community/bank events.
Banker, ABM, BM
Citizen Bank
09.2012 - 06.2016
- As a banker, assisted customers with their financial transactions including but not limited to opening new accounts, safe deposit box, CD, searching transactions, and much more
- Took every interaction as an opportunity to get to know my customers, asked them open-ended questions, and provided them with the right solutions
- Submitted HELOC/HELOAN applications, collected required documents, and processed loan closing
- Attended business banker training and became a certified business banker and promoted to ABM
- Assisted BM managing the branch by ensuring all audits are completed on time and lead weekly meetings.
- Managed the Allston stop and Shop locations; Created an urgent action plan to help improve branch performance immediately
- Coached and trained employees on how to provide great customer service and help them accountable.
Teller, Sr teller, Teller Supervisor, Fraud Specialist
Sovereign Bank
09.2006 - 04.2011
- Processed customers’ financial transactions efficiently while providing exceptional customer services
- Uncover customers’ needs by asking open ended questions, reviewing their profile, and referring them to platform for further assistance
- Followed bank policies and procedures and submitted SAT, BSA, and counterfeit reports when needed
- Balanced ATMs, coin machine, vault, and completed monthly, quarterly, and annual audits on time
- As a fraud specialist, reviewed customers’ accounts and verified checks before paying and/or returning them
- Monitored customers’ account activities and placed a freeze on the accounts when necessary
- Submitted fraud reports for any losses over $2500.00 to management.
Education
Bachelor Degree of Arts - Criminal Justice
UMASS Boston
08.2013
Associate degree of Arts - Criminal Justice
Bunker Hill Community College
01.2009
Skills
- Written and verbal communication
- Account Management
- Problem-Solving
- Customer Service
- Interpersonal Skills
- Time Management
- Strategic Initiatives
- Customer Relationship Management/Applied Epic
- Staff Management
- Task Prioritization
- Fluent in Arabic
Accomplishments
- Qualified to attend Salem Five L.E.A.D program and commercial workshops.
- Promoted to Multiline Account Executive.
- Turned two non-performing branches into successful branches in operations and sales.
- Supervised team of 8 staff members.
- Promoted 2 tellers to Banker, a Banker to Assistant Manager, and an Assistant Manager to a Branch Manager.
- Achieved green branch audit by completing all audits with accuracy and efficiency.
Licenses Certificates
- Property and Casualty License
- Life and Health License
- CISR designation
Volunteer Experience
- Church- Member of the Hospitality group- Assist in coffee hours by preparing & serving coffee, doing dishes, and cleaning.
- Red Cross Member, South shore MA, 05/01/16, 06/01/19, Assisted in Blood drive - Helped checking in volunteer. Verified volunteer information and prepared volunteer room drive.
- Salem Bike-Ped Corridor, NH, 06/01/22, 05/01/23, Board Member and Treasurer. Balance the organization books monthly - Collect receipts and submit invoices- Provide monthly balance sheets to board members.
Languages
Arabic
Native or Bilingual
French
Limited Working
Timeline
Multiline Account Executive
Salem Five Insurance Agency
10.2023 - Current
Personal Lines Account Manager
Salem Five Insurance Agency
12.2022 - 10.2023
AVP, Branch Manager
Pentucket Bank
02.2022 - 12.2022
Owner
H.A.L.P. Insurance
10.2019 - 04.2022
Bank Manager
Bank of America
08.2017 - 10.2019
Banker, ABM, BM
Citizen Bank
09.2012 - 06.2016
Teller, Sr teller, Teller Supervisor, Fraud Specialist
Sovereign Bank
09.2006 - 04.2011
Bachelor Degree of Arts - Criminal Justice
UMASS Boston
Associate degree of Arts - Criminal Justice
Bunker Hill Community College
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