Karen Lehane
Canton,MA
Summary
Dynamic Personal Lines Account Manager with extensive experience, excelling in client retention and policy management. Proven ability to exceed performance metrics through exceptional customer service and attention to detail. Licensed Property and Casualty Agent, adept at navigating regulatory compliance and providing informed recommendations to clients. I'm also certified in QuickBooks Online!
Overview
12
12
years of professional experience
1
1
Certification
Work History
Personal Lines Account Manager
Burgin, Platner & Co
11.2017 - 07.2024
- Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Exceeded performance metrics consistently by efficiently managing workload and prioritizing tasks based on urgency and complexity levels.
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
Personal Lines Account Manager
Sampson Insurance Agency
04.2016 - 11.2017
- Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Exceeded performance metrics consistently by efficiently managing workload and prioritizing tasks based on urgency and complexity levels.
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
- Improved client retention by providing exceptional customer service and addressing policy inquiries in a timely manner.
Personal Lines Account Manager
JED Insurance and Financial Service Agency
06.2015 - 04.2016
- Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Improved client retention by providing exceptional customer service and addressing policy inquiries in a timely manner.
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
- Maintained up-to-date knowledge of industry trends and regulations, allowing for informed recommendations to clients regarding their insurance needs.
Personal Lines Account Manager
D'Attilio Insurance Agency
03.2014 - 06.2015
- Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
- Facilitated smooth transitions during times of company growth or restructuring by adapting quickly to new systems and processes while maintaining high-quality service standards.
- Maintained up-to-date knowledge of industry trends and regulations, allowing for informed recommendations to clients regarding their insurance needs.
- Provided ongoing support to colleagues experiencing higher workloads due to staff absences or fluctuations in business demands.
Personal Lines Account Manager/CSR
Glenzel-Spatz Insurance Agency
01.2013 - 02.2014
- Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Exceeded performance metrics consistently by efficiently managing workload and prioritizing tasks based on urgency and complexity levels.
- Led training sessions for new hires, contributing to the development of skilled personal lines account managers within the company.
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
Education
High School Diploma -
Stoughton High School
Stoughton, MA06-1996
Skills
- Licensed Property and Casualty Agent
- Certified in QuickBooks Online (1, 2 and payroll)
- Policy management
- Client retention
- Regulatory compliance
- Customer service
Certification
Licensed P & C
QuickBooks Online
Languages
English
Native or Bilingual
Timeline
Personal Lines Account Manager
Burgin, Platner & Co
11.2017 - 07.2024
Personal Lines Account Manager
Sampson Insurance Agency
04.2016 - 11.2017
Personal Lines Account Manager
JED Insurance and Financial Service Agency
06.2015 - 04.2016
Personal Lines Account Manager
D'Attilio Insurance Agency
03.2014 - 06.2015
Personal Lines Account Manager/CSR
Glenzel-Spatz Insurance Agency
01.2013 - 02.2014
High School Diploma -
Stoughton High School
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