Seeking a position with growth potential that will further enhance my skills in a growing corporation. Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
22
22
years of professional experience
Work History
Commercial Lines Account Manager
DiGerolamo Family Insurance Company
11.2021 - Current
Manages various small business, middle market and large accounts.
Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
Maintained a strong understanding of industry trends and market conditions to better serve clients and anticipate their needs.
Identified cross-selling opportunities to expand existing accounts, driving revenue growth for the agency.
Prepared thorough proposals that effectively communicated policy features, benefits, and pricing information to potential clients.
Provided ongoing support to clients through regular communication and updates on policy changes or industry developments.
Maintained detailed records of account transactions, facilitating accurate reporting and analysis for management review.
Conducted annual reviews of existing policies to update information.
Personal/Commercial Lines Account Manager
Amorelli Rosemann & Associates
10.2011 - 11.2021
Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
Exceeded performance metrics consistently by efficiently managing workload and prioritizing tasks based on urgency and complexity levels.
Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
Conducted comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
Collaborated with underwriters to ensure accurate policy issuance and appropriate coverage levels.
Maintained up-to-date knowledge of industry regulations, staying ahead of potential impacts on client policies.
Streamlined policy renewals for timely processing, ensuring continuous coverage for clients.
Processed daily mail, email and phone calls from customers and producers to generate new business.
Reviewed audits of policies for accuracy to facilitate corrections between client and carrier.
Customer Service for all brokers and preferred lines
Serviced commercial auto and issued certificates for commercial lines
Streamlined communication processes for increased efficiency by implementing an organized system for tracking client interactions.
Other duties include: answering and directing incoming calls to the appropriate staff members, updating mail system, faxing, coping and related information.
Personal Lines Account Manager Assistant
Inland Southern Insurance Services
01.2002 - 01.2010
Property & Causality Agent- Inside Sales
Work with title/escrow companies in issuing evidence of insurance and binging policies.
Resolve customer service issues that may arise amongst accounts.
Other administrative duties included: answering and directing all incoming calls to the appropriate staff members, updating mail system and filing documents.
Education
High School Diploma -
Walnut High School
06.2024
High School Diploma -
Walnut High School
06.1993
Skills
Problem-solving skills
Organizational abilities
Commercial lines specialization
Policy Analysis Proficiency
Insurance product knowledge
Decision-making capabilities
Client Needs Assessment
Policy Changes
Customer Account Review
Claims Information Gathering
Strong negotiation skills
Technical insurance software
License
Insurance Producer - Property and Casualty License 2007
Bilingual Customer Service Representative (REMOTE) at American Family Insurance CompanyBilingual Customer Service Representative (REMOTE) at American Family Insurance Company