Jennifer VanLieshout
7340 Peterson Rd, Sobieski,WI
Summary
A self-motivated Licensed Account Manager with expertise in assessing client needs, advising on coverage options and monitoring insurance claims. Energetic and communicative professional with thirteen years of experience. Dedicated to developing meaningful client relationships and offering best solutions for coverage.
Overview
13
13
years of professional experience
Work History
Account Manager
Alliance Insurance Centers, LLC
05.2014 - Current
- Increase client satisfaction by building strong relationships and addressing their needs promptly
- Manage a diverse portfolio of accounts, ensuring timely communication and effective problem resolution
- Maintain detailed records of customer interactions and transactions, ensuring accurate documentation and follow-up
- Collect client information to quote new business policies
- Review policies upon renewal and complete premium comparisons to provide to the agent
- Process policy changes and payments
- Issue certificates of insurance
Insurance Agent
American Family Insurance
10.2012 - 04.2014
- Built strong relationships with clients through consistent communication and excellent customer service
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates
- Maintained high standards of customer service by building relationships with clients
- Managed daily business task
- Cross-sold insurance products to existing clients to reach sales goals
Licensed Agency Specialist
Traci Bausch Agency, American Family Insurance
08.2011 - 10.2012
- Greeted customers and answered phone calls
- Processed service request such as accepting payments, making policy changes, and provided quotes.
- Documented customer requests and communicated them with the agent.
- Agency marketing to cross sell and obtain new business.
Education
Technical Diploma - Accounting Assistant
Northeast Wisconsin Technical College
Green Bay, WI03.2023
Certificate - Small Business Bookkeeping
Northeast Wisconsin Technical College
Green Bay, WI03.2023
High School Diploma -
Pulaski High School
Pulaski, WI05.2005
Skills
- Licensed in Property, Casualty, Life, and Health Insurance
- Thirteen years of experience in the insurance industry
- Proficient in Microsoft Office Word and Excel
- Strong communication skills
Timeline
Account Manager
Alliance Insurance Centers, LLC
05.2014 - Current
Insurance Agent
American Family Insurance
10.2012 - 04.2014
Licensed Agency Specialist
Traci Bausch Agency, American Family Insurance
08.2011 - 10.2012
Technical Diploma - Accounting Assistant
Northeast Wisconsin Technical College
Certificate - Small Business Bookkeeping
Northeast Wisconsin Technical College
High School Diploma -
Pulaski High School
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