Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
12
12
years of professional experience
Work History
Assistant Account Manager
Alliant Insurance Services Inc.
11.2021 - Current
Participated in cross-functional projects, working collaboratively with colleagues from various departments to achieve shared goals.
Obtained and evaluated credit information about prospective customers.
Contributed to team objectives in fast-paced environment.
Built client relationships by acting as liaison between customer service and sales teams.
Performed effectively in self-directed work environment, managing day-to-day activities.
Worked effectively in fast-paced environments.
Commercial Lines Assistant Account Manager
Rich & Cartmill
08.2018 - Current
Collaborated with account managers to process endorsements, policies, audits and other documentation as required
Preparation of certifications, insurance verification and evidences of property
Preparation of documentation for upcoming renewals
Follow up on quotes, claims and outstanding items from carriers as needed
Check and maintain daily suspense items
Other duties as assigned.
Commercial Lines Account Administrator
Hub International
01.2016 - 08.2018
Assisted account managers and account executives with servicing assigned clients
Entered data as required by insurance company automation systems
Provided support to team members for pre-renewal and new business processes
Engaged in correspondence and clerical processing of accounts, including applications and computer input
Tracked cancellation and reinstatement system for commercial accounts
Maintained relationships with clients, carriers and brokers
Prepared invoices, ID cards, certificates of insurance, binders and cancellation forms as required
Developed and maintained proficiency with all forms and paperwork, including intent and purpose, to accurately check policies and endorsements for completeness.
Sales Associate
Vera Bradley
09.2015 - 07.2018
Maintained and exceeded visual standards through accurate and creative floor sets
Communicated and collaborated with visual team
Fostered and sustained continuous and mutually beneficial relationships with Vera Bradley customers, resulting in increased sales and brand loyalty
Served as brand ambassador and worked to increase employee morale and overall team effectiveness.
CSA I
AAA Insurance
08.2015 - 12.2015
Effectively managed high volume of inbound calls and emails to meet customer needs
Thoroughly explained product features and service advantages to existing and potential customers
Recognized and promoted cross-sales opportunities
Collaborated with sales representatives, insureds, mortgage companies and other sources as needed to respond to customer inquiries
Obtained and verified payments
Ensured that any customer questions were satisfactorily answered and specific insurance needs were met.
Commercial Lines Assistant
Tedford Insurance
11.2011 - 08.2015
Coordinated servicing of assigned accounts in collaboration with Account Manager
Data entry as required by insurance automation systems
Provided support to Account Manager on pre-renewal and new business processes
Engaged in correspondence and clerical processing of accounts, including applications and computer input
Tracked cancellation and reinstatement system for commercial accounts
Developed and maintained proficiency with all forms and paperwork, including intent and purpose, to accurately check policies and endorsements for completeness
Prepared invoices, ID cards, certificates of insurance, binders and cancellation forms as required.