Hardworking and passionate Personal Lines Account Manager with strong organizational skills eager to help a team achieve company goals.
Overview
5
5
years of professional experience
Work History
Personal Lines Account Manager
Lakenan Insurance Agency
08.2023 - Current
Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
Handled all phases of account management including marketing, sales, account rounding, claims, policy changes and client counseling.
Improved client retention by providing exceptional customer service and addressing policy inquiries in a timely manner.
Maintained up-to-date knowledge of industry trends and regulations.
Developed strong relationships with underwriters, effectively negotiating coverage options and rates on behalf of clients.
Analyzed risk factors to recommend appropriate coverage levels.
Homemaker
Self
03.2021 - 08.2023
I took this two year break to focus on my children's development. In being a stay at home mom, I have exercised skills like problem solving, working under pressure, better time management, budget management, and better organizational skills.
Insurance Producer
Don Gould Insurance, Inc DBA First Missouri Insurance
08.2020 - 03.2021
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance in all transactions.
Collaborated with underwriters to ensure accurate risk assessment and appropriate coverage options.
Coordinated claim processing between clients and carriers, facilitating timely resolution of disputes and ensuring fair settlements for all parties involved.
Conducted thorough needs assessments for prospective clients, identifying gaps in their current coverage plans.
Production Team Advisor
Schreiber Foods
01.2020 - 08.2020
Managed team of 47 production associates, overseeing productive production processes and meeting all deadlines.
Consistently met or exceeded production targets while maintaining strict quality standards, resulting in increased customer satisfaction.
Implemented safety protocols and conducted regular audits, achieving a reduction in workplace accidents and incidents.
Evaluated employee performance regularly against established benchmarks for ongoing personnel development.
Maintained accurate documentation of production data, enabling informed decision-making for process improvements.
Education
Bachelor of General Studies - Business Management, Sociology
Missouri Southern State University
Joplin, MO
05.2020
Associates of Arts -
Crowder College
Neosho, MO
05.2017
Skills
Insurance product knowledge
Underwriting principles
Claims Handling
Client Needs Assessment
Risk Analysis
Industry Trends
Customer Service
Time Management
Attention to Detail
Problem-solving abilities
Critical Thinking
Self Motivation
Licenses
Missouri P&C License
Timeline
Personal Lines Account Manager
Lakenan Insurance Agency
08.2023 - Current
Homemaker
Self
03.2021 - 08.2023
Insurance Producer
Don Gould Insurance, Inc DBA First Missouri Insurance
08.2020 - 03.2021
Production Team Advisor
Schreiber Foods
01.2020 - 08.2020
Bachelor of General Studies - Business Management, Sociology
Licensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCYLicensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCY