Raquel Winter
Middletown
Summary
Personable customer service professional offering over 14 years of experience resolving account and service concerns for a variety of clients. Smoothly uncover and solve challenges, while promoting company products and maintain loyal, satisfied clients. Focused on surpassing expectations and driving team success.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Private Client Account Manager
Roehr Insurance Agency
03.2021 - Current
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
- Maintained client files with sales contracts, records of client interactions, client notes, and other information.
- Set ambitious goals for personal performance, consistently exceeding targets in sales quotas, revenue generation, and customer retention metrics.
- Designed customized account strategies tailored to the unique needs of each client.
Licensed Insurance Account Manager
Wagner Insurance Agency
06.2018 - Current
- Answer incoming calls regarding existing accounts and potential new business
- Offer advice and assistance to customers, paying attention to special needs or wants
- Maintain up to date knowledge of underwriting guidelines for several carriers
- Consistently improve customer satisfaction and retention through resolution of conflicts, issues and concerns
Customer Service Representative
Allstate
06.2012 - 01.2018
- Generated and developed insurance quotes
- Closed sale and bound coverage
- Presented and explained coverages to insured
- Maintaining customer relations and cross selling additional lines
Customer Service Representative
MetLife
04.2011 - 06.2012
- Office administration
- Worked with a comparative rating system as well as management systems
- Worked with multiple AM Best rated companies, such as Progressive, Safeco, The Hartford, Foremost, American Modern, Unitrin, Universal, Hagerty, Zurich, RLI and many more
- Responsible for servicing policies, as well as obtaining customer satisfaction
Store Manager
Claire's
08.2001 - 07.2010
- Managed total store level operations
- Daily responsibility of money and inventory management
- Hiring, interviewing, training, create work schedule
- Organized and set goals for store profitability on a weekly to annual basis
Education
Miami University
Oxford, Ohio2001
Skills
- Business development
- Exceptional customer service
- Organization
- Sales and profitability maximization
- Administrative efficiency
- Data integrity
- Insurance coverage verification
- Data collection and analysis
- Employee training
- Office and account management
- Customer support
- Financial, employee and currency management
Certification
Property and Casualty Insurance License
Timeline
Private Client Account Manager
Roehr Insurance Agency
03.2021 - Current
Licensed Insurance Account Manager
Wagner Insurance Agency
06.2018 - Current
Customer Service Representative
Allstate
06.2012 - 01.2018
Customer Service Representative
MetLife
04.2011 - 06.2012
Store Manager
Claire's
08.2001 - 07.2010
Miami University
Similar Profiles
Tina ReedTina Reed
Licensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCYLicensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCY
Anne Marie HuffAnne Marie Huff
Client Outreach/Appointment Setter/Telemarketer at Acrisure Insurance Agency/Bender Insurance AgencyClient Outreach/Appointment Setter/Telemarketer at Acrisure Insurance Agency/Bender Insurance Agency
Dawn LongoDawn Longo
Commercial Account Executive at Risman Insurance Agency/Hurley Insurance AgencyCommercial Account Executive at Risman Insurance Agency/Hurley Insurance Agency
Joe KallenbachJoe Kallenbach
Diesel Mechanic at Stoops Freightliner Quality TrailerDiesel Mechanic at Stoops Freightliner Quality Trailer
Evan ManganEvan Mangan
Paraprofessional at Appoquinimink School DistrictParaprofessional at Appoquinimink School District