Detailed Senior Insurance Account Manager offering 28 years of experience in delivering client-focused solutions, successfully meeting sales goals, building partnerships, retaining key accounts and enhancing profits. Excellent critical thinking, problem-solving and communication skills. Strong leader with proficiency in growing professional network, influencing decision-makers and devising effective strategies. Collaborative and strategic team leader with robust background in customer relationship management.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Senior Account Manager
Lakeside Insurance/Assured Partners
01.2002 - Current
Developed and implemented marketing strategies to boost sales and increase customer base, including agency databases and cold-calling
Analyzed customer needs to provide customized insurance solutions.
Educated clients on insurance policies and procedures.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Identified potential risks in client businesses and recommended appropriate insurance coverage.
Cross-sold insurance products to existing clients to reach sales targets.
Consistently met or exceeding personal sales quotas.
Provided extensive support in sales, technical and business areas to key accounts.
Conducted annual reviews of existing policies to update information.
Created sources for continuous client referrals within community and with businesses using extensive networking skills.
Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
Mentored junior account management professionals to develop skills and increase company revenue.
Insurance Account Manager
Farmers Insurance Cadili Agency
11.1996 - 09.2001
Educated clients on insurance policies and procedures.
Cross-sold insurance products to existing clients to reach sales targets.
Utilized CRM software to manage client relationships.
Education
No Degree - Business Management
Macomb Community College
Warren, MI
Skills
Lead Development
Building Relationships
Client Relations
Account Management & Retention
Policy Renewals
Contract Review and Analysis
Excellent Negotiation Skills
Operations of Agency
New Agent Training
Microsoft Office
CRM Software - Applied (TAM), AMS, ACS, PL Rater
Certification
Licensed Property and Casualty - State of Michigan