Kathy L. Grant
Atlanta,GA
Summary
Licensed insurance professional with strong experience in increasingly accountable positions as a sales representative and customer service specialist. Proficient in Applied and AMS agency management systems. Resourceful problem solver with proven ability to bring quick resolution to challenging situations as well as build lasting relationships with customers. Reputation for quality performance with strong communication, problem solving, persuasive presentation, and management skills. Proven abilities in customer relationship retention and quickly achieving sales quotas. Knowledgeable [Desired Position] with solid background in managing commercial insurance accounts and providing strategic support to clients. Successfully facilitated policy renewals and addressed client inquiries, ensuring seamless operations. Demonstrated proficiency in risk assessment and policy analysis, consistently achieving client satisfaction and retention. Experienced with managing commercial insurance accounts, providing comprehensive support to clients. Utilizes risk assessment and policy analysis to ensure optimal coverage and client satisfaction. Track record of fostering strong client relationships and delivering consistent results in policy management and renewals.
Overview
26
26
years of professional experience
Work History
Commercial Lines Account Manager
PointeNorth Insurance- Formerly Berger & O’Neal
05.2007 - Current
- Managed a diverse portfolio of commercial accounts, ensuring timely delivery of products and services.
- Provided ongoing support to assigned accounts by acting as their primary point of contact for any issues or inquiries.
- Increased client satisfaction by developing and maintaining strong relationships with key decisionmakers.
- Provided exceptional customer service, addressing concerns promptly and maintaining open lines of communication with clients.
- Analyzed client needs to identify coverage solutions and produced policy and quotes.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Self-motivated, with a strong sense of personal responsibility.
- Excellent communication skills, both verbal and written.
- Learned and adapted quickly to new technology and software applications.
Commercial Lines Account Manager
Sidney O. Smith Inc.
11.2004 - 05.2005
- Serviced and marketed small to large commercial accounts
- Specialized in General Liability, Worker's Compensation, Property and Commercial Auto
- Worked closely with national and regional markets on new and renewal business
- Worked in a team environment delegating responsibilities as appropriate to Commercial Lines Assistants
- Issued Certificates of Insurance, Auto ID Cards, Binders, and Endorsements
- Responsibilities also included completing new and renewal applications, and online quoting when necessary
Commercial Lines Account Manager
Tanner, Ballew, & Maloof
06.2004 - 11.2004
- Provided all aspects of customer service for commercial lines accounts, including working directly with underwriters in different markets, addressing customer needs and requests, and delegating responsibilities to technical assistants when appropriate
- Responsibilities included marketing new and existing accounts ranging from Business Owner's Policies to multi-million dollar Property and Casualty policies
- Other responsibilities included issuing Certificates of Insurance, Binders, Auto ID cards, and Endorsements
Commercial and Personal Lines Insurance Specialist
Eberhart Company
09.2001 - 06.2004
- Marketed and serviced small to large volume commercial insurance accounts for a multi-million dollar independent insurance agency
- Frequently advised clientele in areas of General Liability, Worker's Compensation, Property and Commercial Auto insurance
- Issued Certificates of Insurance, marketed new and renewal accounts, tailored accounts to customer's risk profile, managed time sensitive issues, and improved customer relations
- Served as designated marketing specialist for multiple accounts
- Served as liaison between underwriters of all commercial and personal accounts, including Property, Casualty, Workers Compensation, and Health insurance policies
- Worked in team environment servicing million-dollar accounts with leading markets
- Worked closely with agency principals, personally handling sensitive customer issues
- Routinely handled customer accounting issues
- Created strong market penetration and established several accounts through the development of a new marketing campaign and strategy
- Identified and implemented sales achievement initiative to increase performance and quotas
Financial Services Representative
Atlantic States Bank
10.1998 - 09.2001
- Managed a staff of five individuals performing general banking duties at a mid-size regional bank
- Established new customer relationships through the selling of new checking and savings accounts, certificates of deposit, consumer and business loans
- Consistently attained and exceeded goals in both deposit accounts and lending
- Voted top Financial Services Representative by Senior Management
- Trained new employees and cross-trained existing employees
- Serviced high dollar deposit accounts and large customer loans
- Instrumental is assisting with fund raising initiatives such as the March of Dimes
- Supervised tellers when reconciling general ledger accounts and handling overage/shortage issues
- Routinely handled large amounts of cash when checking in shipments from the Federal Reserve
Education
Bachelor Of Business Administration - Hospitality Administration
Georgia State University
Atlanta, GA08.1998
Banking And Finance
University of Alabama
Tuscaloosa, AL08.1988
Skills
- Prospecting strategies
- Insurance Underwriting
- Client Services
- Record-keeping
- Account Management
- Account Retention
- Client Relationship Building
- Relationship Management
- Account growth
- Teamwork and Collaboration
- Customer Service
- Problem-Solving
- Time Management
- Attention to Detail
- Problem-solving abilities
- Multitasking
- Reliability
- Quotes and sales
- Excellent Communication
- Critical Thinking
- Organizational Skills
- Effective Communication
- Customer Engagement
- Relationship Building
- Insurance Policy Sales
- Property and Casualty Insurance
- Self Motivation
- Product Knowledge
- Interpersonal Skills
- Client Relations
- Analytical Thinking
- Conflict Resolution
- Goal Setting
- Risk Assessment
- Professionalism
- Policy Changes
- Interpersonal Communication
- Auto insurance
- Customer Account Review
- Policy Renewals
- Client Consultations
- Policy Knowledge
- Billing Inquiries
- Insurance Coverage Verification
- Time management abilities
- Policy analysis
Locations
Alpharetta, GA
Roswell, GA
Atlanta, Ga
Gainesville, Ga
Timeline
Commercial Lines Account Manager
PointeNorth Insurance- Formerly Berger & O’Neal
05.2007 - Current
Commercial Lines Account Manager
Sidney O. Smith Inc.
11.2004 - 05.2005
Commercial Lines Account Manager
Tanner, Ballew, & Maloof
06.2004 - 11.2004
Commercial and Personal Lines Insurance Specialist
Eberhart Company
09.2001 - 06.2004
Financial Services Representative
Atlantic States Bank
10.1998 - 09.2001
Bachelor Of Business Administration - Hospitality Administration
Georgia State University
Banking And Finance
University of Alabama
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