Ingri Fleitas
Miramar,FL
Summary
Driven Personal Lines Account Manager with relevant experience in managing client portfolios, policy endorsements and renewals. Display strong competency in cultivating relationships with both clients and insurance carriers, demonstrating clear communication, problem-solving acumen and strategic negotiation skills. Proven track record of developing tailored insurance solutions that meet individual client needs while positively impacting business growth.
Overview
6
6
years of professional experience
Work History
Personal Lines Account Manager
NSI
Miami, FL
03.2019 - Current
- Provided customer service to clients, including answering questions and resolving issues.
- Developed relationships with clients and other insurance professionals to ensure client satisfaction.
- Reviewed policies for accuracy and ensured that coverage met the individual needs of each client.
- Maintained accurate records of all policy information in company database.
- Assisted in the development of new business opportunities by preparing proposals, presentations, and quotes.
- Processed changes to existing policies, such as cancellations, endorsements, reinstatements and renewals.
- Identified potential risks associated with policyholders and offered appropriate solutions.
- Ensured compliance with state laws regarding personal lines accounts.
- Tracked renewal dates for all personal lines accounts and provided timely reminders to customers prior to expiration date.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices.
Education
High School Diploma -
Miami Coral Park Senior High School
Miami, FL08-2013
Skills
- Policy administration
- Account Management
- Customer Billing
- Bookkeeping Support
- Risk Mitigation
- Professional Demeanor
- Critical Thinking
- Adaptability and Flexibility
- Teamwork and Collaboration
- Attention to Detail
- Billingual (Fluent in Spanish)
- Problem-Solving
Timeline
Personal Lines Account Manager
NSI
03.2019 - Current
High School Diploma -
Miami Coral Park Senior High School