Julie CONSTABLE
Florence,KY
Summary
Accomplished Senior Account Manager with a proven track record at Houchens Insurance Group, excelling in client relationship management and account growth. Demonstrates expertise in customer relations and staff management, achieving significant client satisfaction and team collaboration. Skilled in navigating complex policy issues, ensuring compliance, and driving performance improvements.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Senior Account Manager
Houchens Insurance Group
05.2003 - Current
- Develop long-lasting client relationships by providing exceptional customer service and support.
- Manage renewal time-line and mid-term preview/pre-renewal details, including obtaining updated underwriting information from clients, analyzing quotes and finalizing proposals.
- Complete insured's exposure analysis and premium breakdown for clients.
- Issue binders, invoices, certificates and endorsement requested as needed.
- Maintain conducive relationships with insurance carriers.
- Maintain confidence in job knowledge and judgement calls and awareness of current industry trends and developments.
- Handling the most complex policy issues and finding resolutions without producer/service manager involvement.
- Maintain compliance with all Commercial Lines service standards and procedures.
Customer Service Representative
State Farm Insurance Agent, Bob Boswell
01.2000 - 05.2003
- Responded to customer requests for products, services, and company information.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
- Contributed to sales growth by upselling products and services based on individual customer requirements.
Skills
- Customer relations
- Goals and performance
- Staff management
- Account growth
- Client relationship management
- Teamwork and collaboration
- Goal oriented
- Account management
- Customer relationships
- Documentation and reporting
Certification
CIC Certified Insurance Counselor
CISR Certified Insurance Service Representative
Timeline
Senior Account Manager
Houchens Insurance Group
05.2003 - Current
Customer Service Representative
State Farm Insurance Agent, Bob Boswell
01.2000 - 05.2003
CIC Certified Insurance Counselor
CISR Certified Insurance Service Representative
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