Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Heather Swint

Johnstown

Summary

Seasoned Personal Lines Manager with 30 years of experience in the personal lines management arena, including High Net Worth.

Demonstrated success in growing sales and improving productivity.

Exceptional customer relations and client relations expertise.

Experienced in building long-lasting relationships with sales team members, customers and underwriters.

Good communication, organizational and critical thinking skills.

Proficient in AMS360, ImageRight/Worksmart, PLRating, Sagitta, Adobe Sign, Jabber/Finesse, Microsoft Teams, Microsoft Outlook, PowerPoint, OneNote, Excel, Gmail, TransAct Now, WebEx, and Indio.

Overview

30
30
years of professional experience
1
1
Certification

Work History

Personal Lines Account Manager

Huntington Insurance Agency
10.2023 - Current
  • Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
  • Led training sessions for new hires, contributing to the development of skilled personal lines account managers within the company.
  • Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
  • Conducted comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
  • Provided ongoing support to colleagues experiencing higher workloads due to staff absences or fluctuations in business demands.
  • Maintained up-to-date knowledge of industry trends and regulations, allowing for informed recommendations to clients regarding their insurance needs.
  • Collaborated with sales team to cross-sell additional products, resulting in expanded portfolio offerings and increased revenue.
  • Enhanced client satisfaction through proactive outreach initiatives, including annual policy review reminders and personalized follow-up communications.
  • Educated clients on insurance policies and procedures.
  • Analyzed customer needs to provide customized insurance solutions.
  • Collected premiums on or before effective date of coverage.
  • Finalized sales and collected necessary deposits.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Retained valuable clients during challenging market conditions by demonstrating expertise in risk management strategies tailored to individual circumstances.

Personal Lines Account Manager

Wichert Insurance Services
05.2001 - 10.2023
  • Evaluate products and services to effectively service client needs.
  • Handle account servicing.
  • Evaluate prospect's current insurance program and offered alternatives.
  • Conduct annual reviews of existing policies to update information.
  • Stay in contact with carriers, underwriters and marketing personnel.
  • Calculate premiums and establish payment methods for sales.
  • Negotiate contracts and terms of sale with potential customers.
  • Collect premiums on or before effective date of coverage.
  • Determine insurance needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Finalize sales and collected necessary deposits.
  • Remain up to date on forms, rates and types of coverage.
  • Provide advice and counsel on personal lines matters.
  • Analyze customer needs to provide customized insurance solutions.
  • Educate clients on insurance policies and procedures.
  • Meet with customers to provide information about available products and policies.
  • Analyze risk factors to recommend appropriate coverage levels.

Personal Lines Account Executive

Bishop-Scovell Insurance Agency
09.1995 - 05.2001
  • Educated clients on insurance policies and procedures.
  • Created color-coded filing system.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Negotiated contracts and terms of sale with potential customers.
  • Collected premiums on or before effective date of coverage.
  • Responded to billing inquiries, coverage verification and other questions by phone and email.
  • Finalized sales and collected necessary deposits.
  • Helped transition to a paperless environment to service new and existing personal line accounts.
  • Marketed and sold insurance policies directly to clients.
  • Met with customers to provide information about available products and policies.
  • Calculated premiums and established payment methods for sales.
  • Conducted annual reviews of existing policies to update information.
  • Designed a quarterly newsletter sent to current customers.
  • Analyzed customer needs to provide customized insurance solutions.
  • Designed presentations and marketing materials to promote insurance products.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Learned newly acquired management system to train current employees and new hires.
  • Data entry of policy information into newly acquired management system.

Education

Secretarial Studies And Office Administration

Central Ohio Technical College
Newark, OH

High School Diploma -

Johnstown High School
Johnstown, OH
05.1995

Skills

  • Book of Business Management
  • Promotions and Marketing Strategies
  • Persuasive Sales Techniques
  • Renewing Accounts
  • Counseling Advice
  • Client Relations Expertise
  • Interpersonal Communication Skills
  • Customer Retention Strategies
  • Staff Training
  • Cross-Selling Skills
  • Product and Service Knowledge

Certification

  • License Type : Resident Major Lines
  • Line(s) of Authority : Accident & Health, Casualty, Life, Property, Variable
  • CISR Designation

Timeline

Personal Lines Account Manager

Huntington Insurance Agency
10.2023 - Current

Personal Lines Account Manager

Wichert Insurance Services
05.2001 - 10.2023

Personal Lines Account Executive

Bishop-Scovell Insurance Agency
09.1995 - 05.2001

Secretarial Studies And Office Administration

Central Ohio Technical College

High School Diploma -

Johnstown High School

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