Heather Riccardi
Browns Mills,NJ
Summary
Commercial insurance professional prepared with extensive experience in managing accounts and fostering client relationships. Proven ability to handle complex insurance policies, coordinate renewals, and resolve client issues promptly. Valued for team collaboration, adaptability to changing needs, and results-oriented approach. Skilled in risk assessment, policy analysis, and delivering exceptional client service.
Overview
25
25
years of professional experience
Work History
Commerical Lines Account Manager
USI Insurance Services LLC
08.2019 - 11.2024
- Strengthened client relationships by providing regular updates on policy changes, industry trends, and risk mitigation strategies.
- Managed large commercial accounts portfolio, consistently exceeding performance targets in new business development and retention metrics.
- Implemented effective workflow processes within the team, resulting in improved productivity levels while maintaining high-quality standards in servicing clients'' needs.
- Conducted comprehensive policy reviews to identify gaps in coverage and recommend appropriate adjustments.
- Optimized communication channels between brokers, carriers, and clients, ensuring seamless information exchange for timely policy issuance and management.
Commercial Lines Assistant Account Manager
Energy Insurance Agency
04.2017 - 07.2019
- Supported senior account managers in developing long-term strategies aimed at growing existing client portfolios.
- Built client relationships by acting as liaison between customer service and sales teams.
- Kept detailed records of daily activities through online customer database.
Customer Service Representative
Allstate Insurance Co
05.2010 - 04.2017
Personal Lines, Senior Account Manager
Willis of NJ
02.2007 - 04.2010
Personal Lines Account Manager
Conover-Beyer
10.2002 - 02.2007
Customer Service Representative
Allstate Insurance Co
01.2000 - 10.2002
Education
High School Diploma -
Jackson Memorial High School
Jackson NJOcean County College
Toms River, NJSkills
- Client services
- Claims management
- Account retention
- Record keeping
- Policy analysis
- Document management
- Insurance underwriting
- Client relationship building
- Verbal and written communication
- Critical thinking
Timeline
Commerical Lines Account Manager
USI Insurance Services LLC
08.2019 - 11.2024
Commercial Lines Assistant Account Manager
Energy Insurance Agency
04.2017 - 07.2019
Customer Service Representative
Allstate Insurance Co
05.2010 - 04.2017
Personal Lines, Senior Account Manager
Willis of NJ
02.2007 - 04.2010
Personal Lines Account Manager
Conover-Beyer
10.2002 - 02.2007
Customer Service Representative
Allstate Insurance Co
01.2000 - 10.2002
High School Diploma -
Jackson Memorial High School
Ocean County College
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