Client-focused account management professional with experience overseeing high-volume accounts, strengthening client relationships, and improving business growth through proactive communication, issue resolution and organizational success.
Overview
9
9
years of professional experience
Work History
Account Manager
State Farm
Sugar Land, Texas
08.2024 - 06.2026
Managed a high volume of client accounts, delivering personalized solutions for auto, home, life and business policies.
Built and maintained strong customer relationships through proactive communication, policy reviews and follow-up service.
Generated new business through referrals, cross-selling and identifying coverage opportunities by reviewing clients' needs.
Resolved billing and policy-related issues promptly, contributing to positive customer experiences and client satisfaction.
Processed policy changes, renewals, cancellations, and reinstatements, ensuring accuracy and compliance to support client needs.
Responded to billing inquiries, processed payments, explained payment options, and assisted clients in resolving account issues.
Coordinated underwriting to obtain required documentation and information for new policy issuance, renewals, and policy changes.
Collaborated with team members to achieve agency production and customer retention goals.
Administrative Production Coordinator & Bookkeeper
Remodeling Concepts, LLC
Sugar Land , TX
11.2017 - 08.2024
Managed financial records, accounts, payroll, and daily office operations.
Prepare and process invoices, contracts, purchase orders, and other project documentation.
Serve as primary point of contact for clients, responding promptly to questions, providing project updates, and resolving concerns.
Coordinated schedules and communication among clients, subcontractors, vendors, and project managers to ensure project alignment and timely delivery.
Supported multiple projects simultaneously by tracking budgets, material orders, and delivery schedules to support timely completion.
Prepared estimates, proposals, and reports while organizing electronic and paper filing systems for easy access and retrieval.
Multi-Line Representative
State Farm
Sugar Land, Texas
10.2022 - 03.2023
Provided customer service and technical support to a variety of customers via phone, email, and chat.
Educated customers on coverage options and policy features.
Documented client interactions thoroughly to facilitate service enhancements and support continuous improvement.
Skills
Account management
Client relationship management
Effective communication
Problem solving
Multitasking skills
Team collaboration
Timeline
Account Manager
State Farm
08.2024 - 06.2026
Multi-Line Representative
State Farm
10.2022 - 03.2023
Administrative Production Coordinator & Bookkeeper