Summary
Overview
Work History
Education
Skills
Timeline
2007 Outstanding CSR of the year
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Jacqueline Levenske

Jacqueline Levenske

Oak Creek,WI

Summary

Dynamic Account Manager with a proven track record at Acrisure, excelling in client relations and customer service. Expert in account management, I foster strong relationships, ensuring high retention rates and satisfaction. Adept at mentoring teams and negotiating coverage, I drive growth through strategic upselling and tailored client solutions.

Overview

34
34
years of professional experience

Work History

Account Manager

Acrisure
New Berlin, WI
07.2001 - Current
  • Managed client portfolios, ensuring timely renewals, endorsements, and coverage updates across diverse insurance accounts.
  • Cultivated strong client relationships, resolving service issues and maintaining retention through responsive communication.
  • Coordinated with carriers to negotiate terms, confirm policy accuracy, and secure appropriate coverage placements.
  • Reviewed account details for accuracy, identifying gaps and recommending coverage adjustments aligned with client needs.
  • Collaborated with producers and internal teams to streamline workflows and support seamless account servicing.
  • Prepared proposals, summaries, and renewal materials using agency management and CRM systems.
  • Improved service consistency by standardizing follow-up processes and strengthening account management organization.
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.
  • Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
  • Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
  • Collaborated with sales team to identify potential upsell opportunities and expand client base.
  • Established long-term customer relationships to enhance client loyalty and satisfaction.

Senior Account Manager

Safeco
St Louis, MO
02.1993 - 02.2001
  • Reviewed policy documents for accuracy, compliance, and timely endorsement processing.
  • Advised clients on coverage options, billing questions, and account service needs.
  • Mentored account staff on system use, service standards, and client communication.
  • Mentored junior account management professionals to develop skills and increase company revenue.

Education

High School Diploma -

Argo Highscool
Summit, IL

Skills

  • Account management
  • Customer service
  • Teamwork and collaboration
  • Client relations

Timeline

Account Manager

Acrisure
07.2001 - Current

Senior Account Manager

Safeco
02.1993 - 02.2001

High School Diploma -

Argo Highscool

2007 Outstanding CSR of the year

CIC - Certified Insurance Counsler

Jacqueline Levenske