Julianna Kriston
Shelton,CT
Summary
Licensed P&C insurance professional with 5+ years experience as a Personal Lines Account Manager, excelling in customer service and interpersonal communication. Skilled in Applied Epic software, my attention to detail and adaptability allows me to successfully manage and maintain many complex high-net-worth accounts, while enhancing client satisfaction and retention through personalized support and problem resolution.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Account Manager:
The Russell Agency
Southport, CT
07.2019 - 04.2025
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions
- Provided coverage information and personalized advice based on clients' individual needs, including claim inquiries and quote options
- Successfully identified and executed account rounding opportunities
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Real Estate Office Admin:
The Romatzick Team - William Raveis
Milford, CT
05.2018 - 07.2019
- While pursuing CT Real Estate License, worked closely with experienced broker to learn relevant skills, and build relationships in the industry
- Provided administrative support to real estate team, including data entry and file management.
- Assisted in preparing and distributing marketing materials for property listings.
Server:
The Committed Pig
Morristown, NJ
01.2015 - 08.2017
- Provided exceptional service to high volume of daily customers.
- Assisted in training new servers.
- Circulated within assigned areas to assess and address customer needs, effectively prioritizing tasks during peak hours.
- Collaborated with other restaurant staff members to ensure efficient operations within the restaurant environment.
Education
Some College (No Degree) - Communications
Seton Hall University
South Orange, New JerseySkills
- Applied Epic software
- Customer service
- Account management
- Client retention
- Team collaboration
- Adaptability and flexibility
- Written communication
Certification
- P&C Insurance Producer License - 2019
- CPIA - 2024
Fun Facts
- Local Live Music Enthusiast
- Dedicated Trivia Player
- Cat Lover
- Social Butterfly
Timeline
Account Manager:
The Russell Agency
07.2019 - 04.2025
Real Estate Office Admin:
The Romatzick Team - William Raveis
05.2018 - 07.2019
Server:
The Committed Pig
01.2015 - 08.2017
Some College (No Degree) - Communications
Seton Hall University
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