Haley Speakman
Punta Gorda,FL
Summary
Results-oriented professional with expertise in managing personal lines insurance policies. Known for strong communication and attention to detail, consistently delivering accurate policy documents and enhancing client relationships through effective service and education.
Overview
1
1
Certification
5
5
years of professional experience
Work History
Personal lines account manager
Patriot Growth Insurance Services
Punta Gorda, FL
03.2021 - Current
- Managed personal lines insurance policies for diverse clients.
- Developed strong client relationships through effective communication and service.
- Coordinated with underwriters to secure optimal coverage options.
- Educated clients on policy features and benefits during consultations.
- Processed renewals and changes to existing policies efficiently.
- Reviewed policies for accuracy and ensured that coverage met the individual needs of each client.
- Reviewed policy documents for accuracy and compliance with regulations.
- Managed policy changes that maintained compliance and accuracy for cancellations, endorsements, reinstatements, and renewals.
- Resolved client inquiries and issues to enhance satisfaction.
- Identified potential risks associated with policyholders and offered appropriate solutions.
Education
Emmaus High School
Emmaus, PASkills
- Coverage analysis
- Underwriting coordination
- Policy management
- Risk assessment
- Client consultation
Certification
- 440
Timeline
Personal lines account manager
Patriot Growth Insurance Services
03.2021 - Current
Emmaus High School