Kenzi Miller
Dayton,TX
Summary
Detail-oriented insurance professional managing personal line accounts and aligning policy offerings with client needs. Enhanced client protection through cross-selling insurance products while fostering strong relationships. Addressed inquiries on coverage and billing effectively, ensuring high customer satisfaction. Maintained accurate records and processed endorsements, cancellations, and reinstatements within account management systems.
Overview
1
1
Certification
6
6
years of professional experience
Work History
Account Manager- Personal Lines
Rollo Insurance
Mont Belvieu, Texas
09.2025 - Current
- Managed personal line accounts for clients.
- Quoted auto and homeowners coverage, ensuring alignment with client needs and carrier guidelines.
- Reviewed and processed renewals and policies to maintain client coverage and satisfaction.
- Enhanced client protection by cross-selling relevant insurance policies and coverages.
- Reviewed policies for accuracy and ensured that coverage met the individual needs of each client.
- Responded to client inquiries regarding coverage, billing, and policy details to provide accurate and timely assistance.
- Processed endorsements, cancellations, and reinstatements in account records.
- Maintained accurate files and updated policy information in carrier and applied epic.
Administrative Assistant
Wells Land Survey
Anahuac, Texas
06.2023 - 07.2025
- Coordinated client calls and scheduled appointments to optimize daily operations.
- Organized incoming mail, deliveries, and job folders for efficient office routing.
- Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
- Handled processing of invoices, purchase orders, and billing paperwork for accurate tracking of survey services.
- Entered job data into spreadsheets and maintained accurate records.
- Prepared project files, and survey documentation for field crews.
Bank Teller
First Liberty Bank
Liberty, Texas
01.2021 - 01.2022
- Processed customer deposits, withdrawals, and loan payments.
- Balanced cash drawer daily to ensure accuracy of financial transactions. and verified daily cash totals with branch procedures.
- Identified customers and checked checks, signatures, and account details for accuracy.
- Assisted customers with account inquiries and resolved debit card issues and service requests to enhance customer satisfaction.
- Adhered to bank security measures to maintain compliance and safeguard transactions., compliance, and confidentiality standards during customer service.
- Provided timely customer service by answering inquiries, resolving complaints, and processing transactions efficiently.
Education
Dayton Premier High School
Dayton, TXSkills
- Applied Epic system
- Policy quoting
- Renewal processing
- Endorsement processing
- Customer service
- Client relationship management
- Client communication
- Problem solving
- Attention to detail
- Document filing
- Data entry
- Client relationship management
Certification
- Texas General Lines- Property & Casualty License
Timeline
Account Manager- Personal Lines
Rollo Insurance
09.2025 - Current
Administrative Assistant
Wells Land Survey
06.2023 - 07.2025
Bank Teller
First Liberty Bank
01.2021 - 01.2022
Dayton Premier High School