Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Timeline
Generic

Jennifer Brickhouse

Burlington

Summary

Dynamic Account Manager with a proven track record at HomeServices Insurance, Inc., excelling in client relationship management and insurance sales. Skilled in policy writing and adept at leveraging strong communication skills to enhance customer satisfaction. Recognized for consistently identifying upsell opportunities and delivering exceptional service to retain clients.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Account Manager

HomeServices Insurance, Inc.
Township of Hamilton
05.2022 - Current
  • Build and maintain relationships with clients.
  • Provide consistent, accurate, and timely communication to clients through, verbal and written correspondence.
  • Conduct face-to-face meetings with the clients as necessary.
  • Inform and educate clients about coverage, exclusions, and exposures; electronic document files accordingly.
  • Respond to clients' needs by producing binders, certificates, policies, and other related items.
  • Maintain client files in Epic and use Epic for processing all transactions.
  • Process daily incoming mail.
  • Know the underwriting and rating procedure for all types of personal lines policies.
  • Quote and sell personal line policies.
  • Provide technical support to Producers (coverage-wise, with the proposal, suspense, items, etc.) to help clients.
  • Prepare applications, submit them to insureds and carriers, obtain clients' signatures on all applications, and follow up to ensure timely responses.
  • Renew policies by agency standards.
  • Maintaining client files accurately and consistently documented conversations, sent confirmations to clients, and followed all other automation procedures.
  • Handle cancellations with care, saving all accounts possible with adherence to E&O guidelines.
  • Handle inquiries and requests from customers and address their needs.
  • Stay on top of accounts, making sure they receive services that are within their budget and meet their needs.
  • Meet regularly with other team members to discuss progress and find new ways to improve business.
  • Generate progress reports for clients and senior leaders within the organization.
  • Identify upsell opportunities, and remarket.
  • Resolved customer complaints in a timely manner.

Night Auditor (Part Time)

Marriott International, Inc.
WESTHAMPTON
11.2018 - Current
  • Reconciling all hotel cashier transactions; reviewing, organizing and compiling management reports on a timely basis and ensuring the accuracy of guest billings and city ledger transactions.
  • Responsible for effectively communicating concerns and/or related issues to all levels of management and performing guest service agent duties as required, including check-in, check-out, switchboard operation and reservations.
  • Preparing financial reports and data.
  • Responsible for cross train new employees in other accounting or hotel-related areas.
  • Perform guest services functions as required (i.e. check guests in/out, take reservations, wake-up calls, etc.).
  • Audit and reconcile financial and statistical reports.
  • Prepare and distribute necessary daily reports as required (i.e., Daily Operating Report, Discount Programs, Tax Reports, etc.) according to hotel standards.
  • Prepare and distribute month-end reports.
  • Audit and reconcile all Front Desk and Cafe transactions.
  • Audit, reconcile, consolidate, and transmit all credit cards on a timely basis.
  • Prioritize job functions in order to meet deadlines.
  • Ensure accuracy of all numbers reported including statistics.
  • Input and update financial information into corporate communications network.
  • Perform daily, weekly, monthly and annual data processing system functions as required.
  • Keep management abreast of any unusual operational or financial events and/or deviations of policies or procedures.
  • Ensure overall guest satisfaction.
  • Respond to governmental inquiries upon receipt.
  • Handle guest requests.

Account Manager

Benefithub
Tampa
03.2021 - 05.2022
  • Generate and manage new business, retain and service current clients.
  • Proactively identify and act on cross-sell opportunities.
  • Ability to navigate and learn an agency management system.
  • Previous experience working with various carrier's online rating platforms.
  • Proficient in different state insurance laws.
  • Develop positive working relationships with clients.
  • Approach clients via cold calling and direct mail to inquire about their insurance situations and future needs.
  • Deliver policy proceeds after a claim is filed and approved.
  • Communicate with Insurance Adjusters about the life cycle of each claim.
  • Explain the differences in policy specifics so clients can make informed decisions about their purchases.
  • Assist with obtaining underwriting approval.
  • Respond to clients' questions and complaints.
  • Follow up with clients after initial meetings or conversations.
  • Upsell auto home and umbrella.
  • Customer service skills to listen to the concerns of a customer and be able to address their needs.

Account Manager

AAA South Jersey
Voorhees
10.2018 - 05.2021
  • Generate and manage new business, retain and service current clients.
  • Proactively identify and act on cross-sell opportunities.
  • Ability to navigate and learn an agency management system.
  • Previous experience working with various carrier's online rating platforms.
  • Proficient in different state insurance laws.
  • Develop positive working relationships with clients.
  • Approach clients via cold calling and direct mail to inquire about their insurance situations and future needs.
  • Deliver policy proceeds after a claim is filed and approved.
  • Communicate with Insurance Adjusters about the life cycle of each claim.
  • Explain the differences in policy specifics so clients can make informed decisions about their purchases.
  • Assist with obtaining underwriting approval.
  • Respond to clients' questions and complaints.
  • Follow up with clients after initial meetings or conversations.
  • Upsell auto, home and umbrella.
  • Customer service skills to listen to the concerns of a customer and be able to address their needs.

Senior Sales Agent

AAA MIDATLANTIC INSURANCE
Township of Hamilton
03.2007 - 08.2017
  • Generate and manage new business, retain and service current clients.
  • Proactively identify and act on cross-sell opportunities.
  • Ability to navigate and learn an agency management system.
  • Previous experience working with various carrier's online rating platforms.
  • Proficient in different state insurance laws.
  • Develop positive working relationships with clients.
  • Approach clients via cold calling and direct mail to inquire about their insurance situations and future needs.
  • Deliver policy proceeds after a claim is filed and approved.
  • Communicate with Insurance Adjusters about the life cycle of each claim.
  • Explain the differences in policy specifics so clients can make informed decisions about their purchases.
  • Assist with obtaining underwriting approval.
  • Respond to clients' questions and complaints.
  • Follow up with clients after initial meetings or conversations.
  • Upsell auto home and umbrella.
  • Customer service skills to listen to the concerns of a customer and be able to address their needs.

Education

Technology -

Rowan College of Burlington County
Mount Laurel, NJ
04.2025

BS - Accounting

Upsala College
East Orange, NJ
05.1994

Skills

  • Customer service
  • Guest relations
  • Policy writing
  • Client relationship management
  • EXCEL
  • Account Management
  • OUTLOOK
  • Data entry
  • Sales
  • Organizational skills
  • Typing
  • Office Management
  • Accounts Receivable
  • Accounts Payable
  • Microsoft Word
  • Communication skills
  • Teams
  • Night audit
  • Insurance Sales
  • Time management

Certification

  • Insurance Producer License
  • Property & Casualty License
  • Driver's License

Additional Information

Epic, Microsoft Office, Excel, Word, Outlook, PowerPoint, Strong familiarity with internet, Member of the Rowan National Honor Society - 2017

Timeline

Account Manager

HomeServices Insurance, Inc.
05.2022 - Current

Account Manager

Benefithub
03.2021 - 05.2022

Night Auditor (Part Time)

Marriott International, Inc.
11.2018 - Current

Account Manager

AAA South Jersey
10.2018 - 05.2021

Senior Sales Agent

AAA MIDATLANTIC INSURANCE
03.2007 - 08.2017

Technology -

Rowan College of Burlington County

BS - Accounting

Upsala College

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Jennifer Brickhouse