John Reid
Mentor,OH
Summary
Detail-oriented insurance Account Manager with over 25 years of comprehensive experience with commercial and personal lines and managing employer-client relationships and developing new business. Focused on managing accounts systematically to maximize sales. Dedicated professional successful at introducing new products and expanding network connections.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Account Manager/Customer Service Representative
Infinity Insurance Partners
Phoenix, AZ
11.2022 - 12.2023
- Developed and maintained relationships with key accounts to ensure customer satisfaction.
- Analyzed client data and identified opportunities for growth.
- Managed multiple accounts simultaneously while meeting deadlines.
- Resolved customer complaints in a timely manner.
- Drafted proposals outlining services, costs, and benefits for prospective customers.
- Monitored industry trends and made recommendations for changes in strategy accordingly.
- Provided technical support to customers when needed.
- Oversaw multiple accounts and worked diligently to meet and exceed performance goals.
Account Manager
Harding and Jacob Insurance
Independence, OH
02.2021 - 10.2022
- Managed multiple accounts simultaneously while meeting deadlines.
- Resolved customer complaints in a timely manner.
- Drafted proposals outlining services, costs, and benefits for prospective customers.
- Maintained accurate records of all customer interactions in the CRM system.
- Ensured compliance with industry regulations when dealing with clients.
- Provided technical support to customers when needed.
- Oversaw multiple accounts and worked diligently to meet and exceed performance goals.
- Renewed existing accounts by cementing trusting relationships with customers.
- Collaborated with sales team to collectively drive growth and market share.
Account Manager
Zito Insurance, a division of Risk Strategies
Mentor, OH
11.2020 - 02.2021
- Developed and maintained relationships with key accounts to ensure customer satisfaction.
- Analyzed client data and identified opportunities for growth.
- Managed multiple accounts simultaneously while meeting deadlines.
- Resolved customer complaints in a timely manner.
- Maintained accurate records of all customer interactions in the CRM system.
- Provided technical support to customers when needed.
- Kept accurate records pertaining to inventory and account notes, documenting any contract updates and renewals.
Personal Lines Account Manager
Lyndall Insurance
Chagrin Falls, OH
01.2017 - 11.2020
- Developed relationships with clients and other insurance professionals to ensure client satisfaction.
- Provided customer service to clients, including answering questions and resolving issues.
- Reviewed policies for accuracy and ensured that coverage met the individual needs of each client.
- Assisted in the development of new business opportunities by preparing proposals, presentations, and quotes.
- Researched industry trends and developments to keep up-to-date on regulations affecting personal lines accounts.
- Prepared reports for management summarizing activity within the department.
- Ensured compliance with state laws regarding personal lines accounts.
- Advised clients on available options based on their individual circumstances.
Customer Service Representative
Jason Durica- Allstate Insurance
Chesterland, OH
06.2016 - 01.2017
- Answered customer inquiries and provided accurate information regarding products and services.
- Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
- Maintained detailed records of customer interactions, transactions and comments for future reference.
- Resolved complex problems by working with other departments to provide solutions that meet customer needs.
- Answered inbound calls, chats and emails to facilitate customer service.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Identified areas of improvement in customer service processes and suggested changes accordingly.
Insurance Agent
Lyndall Insurance
Chagrin Falls, OH
08.2015 - 06.2016
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Assessed customer risk levels and recommended appropriate coverage options.
- Conducted research to identify competitive rates and benefits offered by other providers.
- Provided customers with information regarding plan features, pricing, and availability.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Advised customers on the best ways to minimize risks associated with their assets.
Member Service Representative
Century Federal Credit Union
Lyndhurst, OH
03.2013 - 08.2015
- Greeted customers in a friendly and professional manner.
- Provided support to members regarding account inquiries, processing transactions, and resolving issues.
- Assisted with the opening of new accounts and processed account maintenance requests.
- Answered incoming calls regarding membership benefits and services.
- Handled customer complaints in an efficient and courteous manner.
- Processed loan applications and documented loan decisions according to policy requirements.
- Provided guidance to members on how best to use products or services offered by the organization.
Education
Coursework - Business Management
Cleveland State University
Coursework - Early Childhood Education
Edison Community College
Skills
- Vendor Relations
- Account development
- Complaint Management
- Needs analysis
- Account Management
- Client Services
- Underwriting expertise
- Benefits/Human Resources
- Training
- Microsoft Office
- Sales
- EPIC
- AMS
- TAM
Certification
- Property and Casualty Insurance License
- Life and Health Insurance License
- Variable Annuities License
Timeline
Account Manager/Customer Service Representative
Infinity Insurance Partners
11.2022 - 12.2023
Account Manager
Harding and Jacob Insurance
02.2021 - 10.2022
Account Manager
Zito Insurance, a division of Risk Strategies
11.2020 - 02.2021
Personal Lines Account Manager
Lyndall Insurance
01.2017 - 11.2020
Customer Service Representative
Jason Durica- Allstate Insurance
06.2016 - 01.2017
Insurance Agent
Lyndall Insurance
08.2015 - 06.2016
Member Service Representative
Century Federal Credit Union
03.2013 - 08.2015
Coursework - Business Management
Cleveland State University
Coursework - Early Childhood Education
Edison Community College
- Property and Casualty Insurance License
- Life and Health Insurance License
- Variable Annuities License
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