Dedicated licensed insurance agent with over 14 years of experience. Motivated to maintain customer satisfaction and contribute to company success.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Customer Service Representative
John P Russell Insurance Agency, Inc.
06.2010 - 06.2016
Politely assisted customers in person and via telephone.
Provided an elevated customer experience to generate a loyal clientele.
Calculated quotes and educated potential clients on insurance options.
Identified and solicited sales prospects in agency databases.
Issue new business and process endorsements.
Train and mentor new employees.
Account Manager
T. Edmund Garrity & Co., Inc.
06.2016 - 02.2023
Provide superior service to clients by promptly responding to their inquiries and addressing individual needs on the products and services the agency provides.
Support producers throughout the new business process to ensure successful conclusion, and manage accounts after coverage has been bound.
Complete yearly account reviews with customers.
Underwrite and place individual risk situations to ensure they meet agency standards and those of the carriers.
Account Manager
Starkweather & Shepley Insurance Brokerage
02.2023 - Current
Increased client satisfaction by building strong relationships and addressing their needs promptly.
Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Resolved complex claims issues, advocating on behalf of clients to ensure fair settlements.
Education
High School Diploma - undefined
Stoughton High School
Stoughton, MA
2011
Skills
Property insurance
Auto Insurance
Proactive team player
Highly motivated
Quick learner
Dependable
Problem solver
Certification
P&C Producer License
EVR certified
Timeline
Account Manager
Starkweather & Shepley Insurance Brokerage
02.2023 - Current
Account Manager
T. Edmund Garrity & Co., Inc.
06.2016 - 02.2023
Customer Service Representative
John P Russell Insurance Agency, Inc.
06.2010 - 06.2016
High School Diploma - undefined
Stoughton High School
P&C Producer License
EVR certified
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