Katherine Belinky
Cheektowaga,NY
Summary
Extensive background in Personal Lines Account Management. Successfully managed client relationships, ensuring high levels of satisfaction and retention. Demonstrated strong analytical skills and attention to detail in assessing risk and policy coverage. Proven ability to effectively communicate and collaborate with team members to achieve company goals.
Overview
17
17
years of professional experience
Work History
Personal Lines Account Manage
Walsh Duffield Insurance
08.2021 - 03.2025
- Managed a diverse book of business with attention to detail and accuracy, both on the phone and via email.
- Maintained all required NY State insurance coverage and limits
- Worked with diverse group of clients from single car auto to high value multiple policies
- Remarked customers for better coverage, and premium
- Account Round for all lines of business
- Worked closely with underwriters at all carriers to provide accurate coverage
- Extensive knowledge of Applied Epic
Insurance Retention Specialist
AAA Insurance
09.2019 - 08.2021
- Handle inbound calls from existing customers looking for better rates on insurance
- Proactively call existing customers upon renewal to review policies and shop with other carriers
- Immediately find new coverage for customers who are currently in a lapse
- Work with underwriters to resolve issues on current policies and retain customers in our office
- TAM and Epic Agency Management System Experience
- Extensive knowledge of PL Rater
- Daily use of Incontact phone system
- Built strong client relationships through consistent communication and effective problemsolving.
- Train new sales and service agents
- Process all new business docs for insured including cancellation of current policy
Personal Lines Account Manager
Cesar Group
05.2017 - 05.2019
- Run Personal Lines Department
- Ensure all communications between carriers and customers are carried out promptly
- Work with Underwriter's to make sure the needs of both parties are met
- Manage and train additional personal
- Hawksoft Agency Management system
Personal Lines Account Manager
Promark Insurance Agency
05.2016 - 01.2017
- Handled auto and home claims
- Account rounding for new lines of business
- Extensive knowledge of AMS 360
Personal Lines Account Manager
Allstate Gawron Agency
08.2015 - 01.2016
- All customer service transactions on the phone and in person
- Take payments
- Process all new business documents
Personal Lines Account Manager
Amherst Insurance Agency
01.2014 - 07.2015
- Ran daily download
- Processed all personal lines transactions and claims
- Took in office payments
Customer Service Rep
State Farm PJ Gingrich
01.2013 - 12.2014
- Obtained NY Property and Casualty License
- Created mailings for new and existing customers
- Inbound and outbound sales calls
Territory Development Rep
Office Depot
09.2010 - 12.2013
- Business to Business Outside Sales
- Acquire and grow new clients using all Office Depot Solutions
- Excellent communication skills both written and verbal
- Excellent time management skills
Senior Sales Manager
Netpique
01.2008 - 09.2010
- Business to Business outside sales for Fortune 500 companies including Office Depot
- Ran highly skilled sales team
- Interview, hire and train new personal
Education
Associate of Science - Business
Salt Lake Community College
Salt Lake City, UTSkills
- Property and Casualty Brokers License
- Applied Epic
- PL Rater
Timeline
Personal Lines Account Manage
Walsh Duffield Insurance
08.2021 - 03.2025
Insurance Retention Specialist
AAA Insurance
09.2019 - 08.2021
Personal Lines Account Manager
Cesar Group
05.2017 - 05.2019
Personal Lines Account Manager
Promark Insurance Agency
05.2016 - 01.2017
Personal Lines Account Manager
Allstate Gawron Agency
08.2015 - 01.2016
Personal Lines Account Manager
Amherst Insurance Agency
01.2014 - 07.2015
Customer Service Rep
State Farm PJ Gingrich
01.2013 - 12.2014
Territory Development Rep
Office Depot
09.2010 - 12.2013
Senior Sales Manager
Netpique
01.2008 - 09.2010
Associate of Science - Business
Salt Lake Community College
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