Job Search Status
Open to workDesired start date: 2 weeks notice
Open To Work
Hi, I’m
Julie Brown
Insurance Agent/Customer Service
Crimora,VA
Work Preference
Summary
Knowledgeable and dedicated customer service professional with 25 years of extensive experience in the Insurance industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, time management and most important providing excellent customer service.
Overview
32
years of professional experience
1
Certificate
1
Property and Casualty License
Work History
World InsuranceRemote
Senior Commercial Lines Account Manager
05.2023 - Current
Job overview
- Managed client accounts by assessing insurance needs and providing tailored coverage solutions.
- Developed and maintained strong relationships with clients, ensuring high levels of satisfaction and retention.
- Coordinated renewal processes, reviewing coverages and recommending adjustments as needed.
- Collaborated with underwriters to secure competitive rates and favorable terms for clients' policies.
AgencyVALehi, UT
Personal/Commercial Insurance Account Manager
08.2022 - 05.2023
Job overview
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Met with customers to provide information about available products and policies.
- Conducted annual reviews of existing policies to update information.
- Collected, analyzed and validated agency commissions.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Accomplished multiple tasks within established timeframes.
Southern Stainless Waynesboro, VA
Office Manager/Accounts Payable & Receivable Clerk
01.2022 - 05.2022
Job overview
- Managed 40 Five Guys locations.
- Partnered with the finance team to complete month-end accruals and account reconciliations.
- Developed reports for senior management to outline expenditures, vendor spending and forecasting.
- Positively interacted with all partners, employees, and customers using exemplary communication and interpersonal talents..
- Observed strict confidentiality regulations to maintain data security.
MMRJ CorporationVerona, VA
Account Manager
12.2012 - 07.2019
Job overview
- Received and developed new business leads from Producers cross-sell opportunities;
- Responsible for renewal business and soliciting additional lines of coverage;
- First point of Contact for Claims.
- Issued New Business, Change Requests, Binders and Certificates
- Investigated and resolved customer inquiries and complaints quickly.
- Collected fees, reconciliation and resolution of any outstanding balances
- Serviced $1,000,000 Commercial client book of business with 94% retention ratio.
- Called on policyholders to deliver and explain policy, to analyze current insurance program and suggest additions or changes
- Serviced Large Commerical and Personal Book of Business
- Invoiced and account reconciliation.
- Evaluated accuracy and quality of data entered into agency management system.
BB&T Barger InsuranceWaynesboro, VA
Account Manager
02.1994 - 07.2012
Job overview
- Oversaw new business development and customer servicing, including cold calling, networking, marketing, lead generation and account servicing.
- Built relationships with clients through active listening to provide excellent service.
- Displayed consistent, positive attitude towards customers, peers and other personnel.
- Provided primary customer support in fast-paced environment.
- Documented customer contact in to maintain record of customer interactions and elevate quality of service.
- Submitted claims and initiated damage appraisal to facilitate claims process for policyholders.
- Quoted, Issued and Endorsed Personal and Commercial policies.
- Maintained Client retention of 95% off of $500,000 book of business.
Education
Valley Vocational Technical CenterFishersville, VA
Business Administration from Administrative Assistance And Secretarial Science
06.1989
Skills
- Insurance underwriting
- Quality assurance
- Document management
- Policy analysis
- Claims management
- Marketing expertise
- Account retention
- Teamwork and collaboration
- Time management
- Multitasking
- Excellent communication
- Organizational skills
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Certification
Property and Casualty License
*Commonwealth of Virginia
ACSR - Accredited Customer Service Representative
* Independent Insurance Agents of Virginia
Skills
- Prospecting strategies
- Insurance underwriting
- Client services
- Record keeping
Timeline
Senior Commercial Lines Account Manager
World Insurance
05.2023 - Current
Personal/Commercial Insurance Account Manager
AgencyVA
08.2022 - 05.2023
Office Manager/Accounts Payable & Receivable Clerk
Southern Stainless
01.2022 - 05.2022
Account Manager
MMRJ Corporation
12.2012 - 07.2019
Account Manager
BB&T Barger Insurance
02.1994 - 07.2012
Valley Vocational Technical Center
Business Administration from Administrative Assistance And Secretarial Science