Kathleen Vogel
Woburn,MA
Summary
Knowledgeable insurance representative promoting several years' expertise successfully working for organizations. Courteous and cordial with a desire to take on challenges at a new company.
Overview
15
15
years of professional experience
Work History
Personal Lines Account Manager
Saltmarsh Insurance Agency
Winchester , MA
06.2010 - 06.2025
- Filled in for agents out of the office
- Processed quotes for new and renewal policies
- Assisted customers with personal insurance needs
- Receptionist part of the week
Commercial Lines Account Manager
Saltmarsh Insurance Agency LLC
Winchester , MA
06.2015 - 01.2025
- Developed strong relationships with clients by providing exceptional customer service.
- Assisted new policyholders with processing claims.
- Corresponded with insured or agent to obtain information or inform of account status or changes.
- Fostered strong relationships with current and prospective clients to maintain client retention.
- Researched relevant policy information to answer customer questions.
- Prepared and reviewed insurance-claim forms and related documents for completeness.
- Assisted with customer inquiries, complaints, and requests for information regarding insurance policies.
- Processed new policy applications and updated existing policy documents.
- Provided quotes on various types of insurance policies.
- Called insurance companies to ascertain pertinent information regarding policies and payment benefits for patients.
Education
High School Diploma -
Woburn Memorial High School
Woburn, MA06-1992
Skills
- Underwriting principles
- Policy administration
- Insurance products
- Data entry
- Document control
- Service oriented
- Policy renewals
- Property and casualty insurance
Timeline
Commercial Lines Account Manager
Saltmarsh Insurance Agency LLC
06.2015 - 01.2025
Personal Lines Account Manager
Saltmarsh Insurance Agency
06.2010 - 06.2025
High School Diploma -
Woburn Memorial High School
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