Karadee Dunbar
Vancouver,WA
Summary
Accomplished Senior Account Manager at Alliant Insurance Services, adept in client account management and team development. Leverage EPIC expertise and exceptional mentoring skills to enhance team performance and client satisfaction. Proven track record in improving processes and fostering growth, with a passion and focus on results through strategic training and customer service excellence.
Overview
16
16
years of professional experience
Work History
Senior Account Manager/Lead Account Manager
Biggs Insurance Services/Alliant Insurance
05.2021 - Current
- Continued with prior job duties while focusing on team management and development.
- Train and mentor team members servicing Personal Lines accounts. Including audits to maintain consistency with documentation and EPIC processes.
- Mentor agents when dealing with difficult clients and challenging coverage placements.
- Create training tools and educate/update our agents regularly in weekly meetings on EPIC workflows and carrier changes.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions for myself and our team.
- Contributed to team objectives in fast-paced environment.
- EPIC SME for Personal Lines
- Assisted in training new Personal Lines Agents during and after acquisitions.
- Participated in interview and hiring process for potential new hires.
Account Manager Personal Lines
Biggs Insurance Services
04.2014 - 09.2019
- Developed comprehensive understanding of personal lines insurance products.
- Generated quotes and proposals for clients to match individual needs.
- Conducted annual reviews of existing policies to update information.
- Assisted clients during claim processes, guiding them through each step and advocating on their behalf when necessary.
- Maintained detailed records of all client interactions, ensuring timely follow-ups and proper documentation for future reference.
- Addressed problems with accounting & billing
- Cross-selling additional insurance products to existing clients.
- Mentored less experienced agents on product knowledge fostering an environment of continuous growth within our department.
- Assisted with implementing new Agency Management System EPIC. Including policies and procedures, workflows and training our agents and staff to properly use EPIC system for documentation and client policy management.
- Enhanced sales skills through ongoing training initiatives, staying current on industry trends and best practices in personal lines insurance sales.
Assistant Account Manager Commercial Lines
Biggs Insurance Services
10.2009 - 04.2014
- Assisted coworkers and staff members with special tasks on daily basis.
- Maintained effective lines of communication through rating commercial policies for producer prospects.
- Processed annual renewals and delivered to insureds.
- Processed certificates of insurance for annual renewal process and when requested.
- Maintained detailed records of client interactions, ensuring information is accurately documented.
- Implemented digital process for policy delivery to minimize cost and paper waste.
- Participated in networking events and developed relationships with potential clients.
Receptionist
Biggs Insurance Services
12.2008 - 09.2009
- Greeted incoming visitors and customers professionally and provided friendly service.
- Effectively managed phone calls, emails, and walk-in clients.
- Sorted, received, and distributed mail correspondence.
- Provided administrative support to staff members by photocopying, scanning, faxing documents and managing office supplies inventory.
- Cross-training in various administrative roles, providing backup support when necessary.
Education
High School Diploma -
Evergreen High School
Vancouver, WASkills
- Licensed Insurance Agent
- Team training and development
- New Agent Training including EPIC Workflows and carrier knowledge
- EPIC SME
- Mentoring
- Product Knowledge
- Client Account Management
- Customer Service
- Attention to Detail
- Excellent Communication
- Problem Resolution
- Flexible and Adaptable
Accomplishments
- 15 years of service at Alliant Insurance Services
- CISR - earned in 2013 and maintained to present
- EPIC SME - current
- Safeco SOAR award recipient in 2018
- Lead a team of 8 personal lines agents and support staff - current
- Currently working with Professional Development team on updating EPIC workflow and processes for Personal Lines.
Timeline
Senior Account Manager/Lead Account Manager
Biggs Insurance Services/Alliant Insurance
05.2021 - Current
Account Manager Personal Lines
Biggs Insurance Services
04.2014 - 09.2019
Assistant Account Manager Commercial Lines
Biggs Insurance Services
10.2009 - 04.2014
Receptionist
Biggs Insurance Services
12.2008 - 09.2009
High School Diploma -
Evergreen High School
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