Heather Vandenmeiracker
Greenville,US
Summary
Knowledgeable insurance professional with expertise in managing client accounts, working with underwriters and policy renewals. Extensive experience in account management and inside sales to contribute to organizational success and and nurturing client relationships to drive revenue growth. Possesses collaborative mindset, adaptable to changing needs, Excel at identifying client needs and delivering tailored solutions that enhance customer satisfaction and retention.
Overview
17
17
years of professional experience
1
1
Certificate
Work History
Account Manager, Inside Sales
FCI Agency
10.2021 - Current
- Maintain detailed records of client interactions, policies, and transactions using sophisticated CRM software systems.
- Effective communication, personalized account management, and prompt issue resolution enhancing policyholder retention rates.
- Proactively identified upselling opportunities within existing accounts, resulting in expanded coverage for clients and increased revenue for the agency.
- Implement effective cross-selling strategies that added additional product lines to existing accounts.
- Educate clients on complex insurance concepts and policy details to empower informed decision-making regarding their coverage choices.
- Develop long-lasting relationships with clients to foster trust, loyalty, and a deep understanding of their insurance needs.
- Facilitate regular client reviews to discuss policy updates, changes in needs or circumstances, and any additional coverage requirements.
- Maximize policy renewals by proactively reaching out to clients before expiration dates and addressing any concerns or questions.
- Boost client satisfaction by providing exceptional customer service and addressing insurance inquiries promptly.
- Develop customized insurance solutions for clients by working closely with underwriters to create tailored coverage packages that met individual needs.
- Manage a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Assist clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
- Improve client retention by providing exceptional customer service and addressing policy inquiries promptly.
- Conduct comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
- Collaborate with the sales team to cross-sell additional products, resulting in expanded portfolio offerings and increased revenue.
- Develop strong relationships with underwriters, effectively negotiating coverage options and rates on behalf of clients.
- Reduce claims frequency through proactive risk analysis techniques applied during regular policy reviews with clients.
- Retain valuable clients during challenging market conditions by demonstrating expertise in risk management strategies tailored to individual circumstances.
- Enhance client satisfaction through proactive outreach initiatives, including annual policy review reminders and personalized follow-up communications.
- Analyze customer needs to provide customized insurance solutions.
- Finalize sales and collected necessary deposits.
Remarketing Specialist
Priority Insurance
03.2020 - 07.2021
- Increased customer retention by implementing effective remarketing strategies tailored to individual client needs.
- Collaborated with sales team to identify upsell opportunities in existing accounts and create targeted remarketing campaigns accordingly.
- Responded to customer requests for products, services, and company information.
Customer Service Representative
Patrick Clark Agency
07.2018 - 10.2019
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Responded to customer requests for products, services, and company information.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
Personal Lines Insurance Advisor
Grayson Thomas Agency
02.2017 - 01.2018
- Maintained accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Established long-lasting relationships with clients through proactive communication and exceptional service.
- Provided quotes and promoted products for building, contents and vehicle insurance.
Insurance Advisor
One Source Services, LLC
06.2008 - 02.2017
- Grew the property & casualty book by cross-selling to the agency’s existing health and life insurance clients
- Increased client satisfaction by providing personalized insurance advice and recommending suitable policies.
- Maintained accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
- Established long-lasting relationships with clients through proactive communication and exceptional service.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Provided quotes and promoted products for building, contents and vehicle insurance.
Education
Bachelor’s Degree - Human Services and Resources
01.2004
Skills
- Microsoft Word
- Excel
- Problem-solving
- Attention to detail
- Multitasking
- Reliability
- Excellent communication
- Organizational skills
- Adaptability and flexibility
- Self-motivation
- Client relationship management
- Professionalism
- Interpersonal communication
- Continuous improvement
- Sales Professional
- Sales support
Certification
South Carolina Property & Casualty Insurance
Languages
English
Full Professional
Timeline
Account Manager, Inside Sales - FCI Agency
10.2021 - Current
Remarketing Specialist - Priority Insurance
03.2020 - 07.2021
Customer Service Representative - Patrick Clark Agency
07.2018 - 10.2019
Personal Lines Insurance Advisor - Grayson Thomas Agency
02.2017 - 01.2018
Insurance Advisor - One Source Services, LLC
06.2008 - 02.2017
Anderson University - Bachelor’s Degree, Human Services and Resources
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