Julie Brown
Crimora,VA
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
31
31
years of professional experience
1
1
Certificate
1
1
Property and Casualty License
Work History
Personal/Commercial Insurance Account Manager
AgencyVA
08.2022 - Current
- 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.
Office Manager/Accounts Payable & Receivable Clerk
Southern Stainless
01.2022 - 05.2022
- 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.
Account Manager
MMRJ Corporation
12.2012 - 07.2019
- 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.
Account Manager
BB&T Barger Insurance
02.1994 - 07.2012
- 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
Business Administration - Administrative Assistance And Secretarial Science
Valley Vocational Technical Center
Fishersville, VA 06.1989
High School Diploma -
Wilson Memorial High School
Fishersville, VA06.1989
Skills
- Outlook, Excel, Microsoft Office and Quick Books
- EPIC, AMS, Sagita
- Document Coding and Classification
- Administrative support
- Technical Proficiency
- Policy and procedure modification
- Coverage assessments
- Claims Handling
- Accounts Receivable/Payable
- Financial Bookkeeping and Analysis
- Bookkeeping Operations
- General Ledger Updates
- Call Center
- Payroll Preparation and Processing
Certification
Property and Casualty License
*Commonwealth of Virginia
ACSR - Accredited Customer Service Representative
* Independent Insurance Agents of Virginia
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Personal/Commercial Insurance Account Manager
AgencyVA
08.2022 - Current
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
Business Administration - Administrative Assistance And Secretarial Science
Valley Vocational Technical Center
High School Diploma -
Wilson Memorial High School
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