Kelly Dorsey

Mooresville,IN

Summary

Experienced Commercial Account Manager nearly 7 years providing superior customer service to commercial clients, carriers and sales executive. Managed workflow to provide efficient, timely and accurate processing of transactions. Interacted effectively, utilizing good communication skills, cooperating purposefully and providing guidance to achieve business goals of agency.

Overview

years of professional experience

Certification

Work History

Commercial Account Manager

McPike Insurance Services, Inc

05.2017 - 03.2024

Provided exceptional customer service, addressing concerns promptly and maintaining open lines of communication with clients.
Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
Implemented effective sales strategies to consistently achieve and exceed sales targets.
Provided ongoing support to assigned accounts by acting as their primary point of contact for any issues or inquiries.

Bus Driver

Monrovia School District

08.2016 - 04.2017

Assisted passengers with disabilities and other physical issues in boarding and exiting bus to promote passenger safety.
Participated in ongoing training programs to maintain up-to-date knowledge of industry best practices and safety regulations.
Developed positive relationships with students, faculty and parents to support continuous rapport and communication.
Streamlined boarding procedures, implementing an organized system that ensured timely departures from each stop along the route.

Education

Bachelor of Science - Psychology

University of Southern Maine

Portland, ME

Skills

Commercial lines specialization
Property and Casualty Insurance
Certificates of Insurance
Exceptional Customer service
90% or more client retention
CRM Software
Client Prospecting
Risk Mitigation
Policy Feature Explanations
Policy Changes
Policy Renewals
Document Control
Administrative Functions
Insurance product knowledge
Insurance Policy Sales
Client Relations
Customer Complaint Resolution
Quotes and sales
Decision-making capabilities
Insurance Coverage Verification

Records Management
Premium Calculations
Underwriter Collaboration
Audit Coordination

Insurance Practices

Policy Analysis Proficiency
Claims Information Gathering
Form Completion and Submission
Industry regulation understanding
Account Management
Customer follow-up
Customer Referrals
Billing Inquiries
Critical Thinking
Client Consultations
Insurance Eligibility
Industry Trends
Customer Account Review
Licensing Requirements
Organizational abilities