Jackie Morris
Richardson
Summary
Resourceful Property and Casualty Insurance Agent with extensive customer service and account management experience. Highly efficient and personable professional who has a knack for building long-lasting customer relationships. Team player who is successful at managing multiple priorities and remaining calm in high-pressure situations.
Overview
23
23
years of professional experience
Work History
Account Manager
RISKPRO Insurance Agency, LLC
03.2015 - 09.2023
- Managed 100+ professional liability accounts, including general liability, commercial auto liability, worker's compensation, and cyber liability.
- Handled entire life cycle of clients from initial intake, policy negotiations, and extended reporting period transitions.
- Averaged 10+ policy renewals per month.
- Addressed problems with accounting and billing, including invoicing clients, collecting late payments and monitoring payment deadlines.
- Successfully set up premium finance agreements for professional liability policies.
- Built and strengthened long-lasting client relationships through empathy and premium negotiation.
- Educated clients on additional products or services to increase their liability protection.
- Served as first point of contact for new potential clients who reached out via telephone, email, or mail.
- Helped all areas of the company through creating quote letters, running quotes online, and pulling all endorsements and new policies from company websites for all clients.
Administrative Assistant
Local & Western Of Texas
01.2011 - 03.2014
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Executed record filing system to improve document organization and management.
- Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
- Created and maintained databases to track and record customer data.
- Assisted coworkers and staff members with special tasks on daily basis.
Food Service Team Member
Kerbey Lane Cafe
01.2001 - 12.2010
- Greeted customers at counter to fulfill requests and answer questions.
- Strictly followed sanitation and food safety guidelines as required by regulatory agencies and company.
- Maintained clean, trash-free workspaces to maximize productivity and safety.
- Distributed food during busy peak periods to drive customer satisfaction.
- Received orders from customers and input into order management system.
- Prepared food orders to support waitstaff and other team members.
Education
Crockett High School
Austin, TX05.1999
Skills
- Account Management
- Researching Insurance Policies
- Negotiating Best Rates
- Accounts Payable & Accounts Receivable
- Customer Satisfaction
- Verbal and Written Communication
- Strong Lead Development Skills
- Multi-Tasking
Timeline
Account Manager
RISKPRO Insurance Agency, LLC
03.2015 - 09.2023
Administrative Assistant
Local & Western Of Texas
01.2011 - 03.2014
Food Service Team Member
Kerbey Lane Cafe
01.2001 - 12.2010
Crockett High School
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