Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Account Manager
CBIZ Insurance Services, Inc.
Ewing, NJ
05.2018 - 11.2023
Developed and maintained relationships with key accounts to ensure customer satisfaction.
Analyzed client data and identified opportunities for growth.
Managed multiple accounts simultaneously while meeting deadlines.
Drafted proposals outlining services, costs, and benefits for prospective customers.
Assessed customer needs and offered appropriate insurance products.
Developed relationships with clients to ensure satisfaction and loyalty.
Maintained accurate records of client accounts and policy information.
Negotiated terms and conditions of policies with customers.
Analyzed statistical data related to insurance claims, costs, trends, and other factors.
Reviewed existing policies to determine if changes were necessary.
Established and maintained effective working relationships with vendors.
Claims Associate
Borden Perlman Insurance Agency
Ewing, NJ
11.2011 - 05.2018
Documented changes in claim statuses using specialized software systems.
Analyzed trends in claim denials or delays to identify areas for improvement within the organization.
Adhered to strict guidelines pertaining to confidentiality while handling sensitive personal information.
Verified details with policyholders and requested additional information.
Assisted new policyholders with processing claims.
Education
High School Diploma -
Hamilton High School West
Hamilton Square, NJ
06.2007
Some College (No Degree) - Business
Mercer County Community College
Trenton, NJ
Skills
Account Development
Records Management
Client Needs Assessment
Prioritizing and Planning
Customer Service
Willing to Learn
Critical Thinking
Cost Data Analysis
Business Relationship Management
Data Analysis
Word Processing
Certification
Property & Casualty Insurance Producer License - April 2014
Customer Service Insurance Representative Designation (CISR) - January 2016