Jillian Tulick
Battle Creek,MI
Summary
Experienced in managing personal lines accounts and cultivating strong client relationships. Utilizes analytical skills to assess risks and provide tailored coverage options. Demonstrates a proven track record of effective communication and collaboration with team members, resulting in optimal outcomes.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Personal Lines Account Manager
Insurance Network Agency Inc.
09.2019 - Current
- Maintain relationships with carriers and customers
- Records and filed documents
- Provide consistent, accurate, and timely communication to clients through, verbal and written correspondence
- Prepare applications, submit them to insured's and carriers, obtain clients' signatures on all applications, and follow up to ensure timely responses
- Maintain client files accurately and consistently documenting conversations, sending confirmations to clients
- Handle cancellations with care, saving all accounts possible with adherence to E&O guidelines
- Correspond with insured to obtain information or inform them of account status or changes
- Process endorsements, change requests, certificates, and binders as requested by the client per established procedures
- Identify and assess customer's needs to achieve satisfaction
- Build sustainable relationships of trust through open and interactive communication
- Work with all carrier underwriters and company personnel to resolve problems in a timely and professional manner
- Filed and answered claims questions
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
- Improved client retention by providing exceptional customer service and addressing policy inquiries in a timely manner.
- Conducted comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
- Maintained up-to-date knowledge of industry trends and regulations, allowing for informed recommendations to clients regarding their insurance needs.
- Provided ongoing support to colleagues experiencing higher workloads due to staff absences or fluctuations in business demands.
- Successfully managed complex client cases involving multiple policy changes, coordinating with various internal departments and external partners to ensure efficient resolution.
- Developed strong relationships with underwriters, effectively negotiating coverage options and rates on behalf of clients.
- Retained valuable clients during challenging market conditions by demonstrating expertise in risk management strategies tailored to individual circumstances.
- Increased overall productivity by streamlining administrative tasks such as processing endorsements, cancellations, and billing inquiries.
- Conducted annual reviews of existing policies to update information.
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
- Met with customers to provide information about available products and policies.
- 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.
Sales Representative
State Farm
10.2014 - 09.2019
- Sold auto, homeowner's insurance to new customers and upgraded policies for established customers
- Answer any questions or concerns policy holders have with their insurance claims
- Explain features of polices and both advantages and disadvantages of various policies
- Customize insurance programs to suit individual customers, often covering a variety of risks
- Sent reminders of premium payments and notified customers of any rate changes
- Answered customer phone calls answering questions and offering services
- Entered customer service notes into customer files after any contact for future reference
- Assisted customers in filing claims as well as making and receiving payments
- Collected and updated customer information to ensure coverage was correct
Sales Associate
Macy's
11.2007 - 10.2014
- Greet customers and ascertain what each customer wants or needs
- Recommend, select and help locate or obtain merchandise based on customers needs and desires
- Compute sales process, total merchandise and revive and process cash or credit payment
- Maintain knowledge of current sales and promotions, policies regarding payment and exchange, and security practices
Education
High school diploma -
Harper Creek High School
Battle Creek05.2006
Skills
- Perform multiple tasks in a fast-paced environment
- Excellent time and task management
- Organizational skills
- Ability to adjust to changing priorities
- Ability to work in a group
- Ability to work independently
- Written communication skills
- Verbal communication skills
- Underwriting principles
- Problem-solving
- Attention to detail
- Reliability
- Self motivation
- Goal setting
- Professionalism
Accomplishments
- Supervised team of 7 staff members.
- Documented and resolved claims issues which led to rention.
Certification
Property & Casualty License
Personal Information
- Title: Account Manager
- Work Permit: Authorized to work in the US for any employer
Languages
English
Timeline
Personal Lines Account Manager
Insurance Network Agency Inc.
09.2019 - Current
Sales Representative
State Farm
10.2014 - 09.2019
Sales Associate
Macy's
11.2007 - 10.2014
High school diploma -
Harper Creek High School