James W Chiles II
Westerville,OH
Summary
Proven Account Manager with a track record of maintaining a 90% portfolio retention at HRI Associates. Expert in CRM software, including Applied Epic, and adept at fostering customer satisfaction. Skilled in mentoring employees and leveraging staff management techniques to exceed sales goals and enhance company morale.
Overview
21
21
years of professional experience
Work History
Account Manager
HRI Associates
07.2022 - Current
- Developed and maintained client base resulting in 90% portfolio retention.
- Provided informed guidance to assist clients in choosing commercial insurance products to suit business needs.
- Analyzed client needs to identify coverage solutions and produced policy and quotes.
- Maintained required data in agency management system to follow corporate guidelines.
- Reviewed audits of policies for accuracy to facilitate corrections between client and carrier.
- Prepared orders and issued binders, proofs of insurance and endorsements for delivery to clients.
Office Manager/Account Manager
Burrey Insurance
07.2021 - 07.2022
- Streamlined and monitored quality programs to alleviate overdue compliance activities.
- Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
- Developed detailed plans based on broad guidance and direction.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Defined clear targets and objectives and communicated to other team members.
Insurance Agent
Dolbow Insurance
04.2017 - 07.2021
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Cross-sold insurance products to existing clients to reach sales targets.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
Retail Store Manager
Dicks Sporing Goods
03.2004 - 04.2017
- Managed inventory control processes to restore back stock, control costs, and maintain sales floor levels to meet customer needs.
- Recruited and retained top talent, with focus on completing timely performance evaluations, providing positive feedback, and rewarding superior performance.
- Oversaw employee performance, corrected problems, and increased efficiency to maintain productivity targets.
- Exceeded sales goals and accomplished business objectives by inspiring staff and promoting target products.
- Completed routine store inventories.
- Coached employees and trained on methods for handling various aspects of sales, complicated issues, and difficult customers.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
Education
Associate of Arts - History
Ohio State University
Columbus, OHSkills
- CRM Software-Applied Epic, Veruna, ISM 4, Sales Force
- Customer Satisfaction
- Employee Mentoring
- Internet savvy
- Staff Management-Cover Desk Virtual Assistants
- Applied Epic product expertise
Timeline
Account Manager
HRI Associates
07.2022 - Current
Office Manager/Account Manager
Burrey Insurance
07.2021 - 07.2022
Insurance Agent
Dolbow Insurance
04.2017 - 07.2021
Retail Store Manager
Dicks Sporing Goods
03.2004 - 04.2017
Associate of Arts - History
Ohio State University