Lewanda Dunlap
Indianapolis,IN
Summary
With a proven track record at Brown & Brown Insurance Services, Inc., I excel in client account management and insurance sales strategy, ensuring optimal client retention and loyalty. My expertise as a licensed insurance agent, combined with exceptional customer service skills, has consistently secured favorable outcomes in competitive markets.
Overview
20
20
years of professional experience
Work History
Sr. Account Manager Benefits
Brown & Brown Insurance Services, Inc.
Carmel, IN
01.2020 - Current
- Managed key account relationships, ensuring customer loyalty and retention.
- Resolving claim issues.
- Established strong relationships with vendors in order to secure favorable discounts on materials or services needed by the company's clients.
- Negotiated contracts with clients to ensure optimal pricing and terms of agreement.
- Worked closely with executive team to outline company goals and transfer goals to account holders.
- Participated in weekly team meetings with other senior account managers to discuss best practices.
- Monitored competitor activities in order to stay ahead of the competition.
Sales & Agency Support Manager
Tilson HR
Greenwood, IN
08.2007 - 01.2020
- Ensured compliance with company policies, procedures, and industry regulations.
- Maintained accurate records of all customer interactions and transactions.
- I review, research health plans, benefits packages, and other contracts.
Internal Business Development Manager
Benicorp Insurance Company
Indianapolis, IN
05.2005 - 09.2007
- Ensured compliance with company policies, procedures, and industry regulations.
- Monitored customer service performance metrics and identified areas for improvement.
- Adhered to organizational policies related to confidentiality of information pertaining to customers.
- Conducted regular meetings with staff members to discuss challenges faced by customers.
- Organized meetings between senior management and prospective customers.
- Led sales planning, development and account management to grow existing accounts and establish new sales accounts.
Education
Certificate - Business Administration
MacArthur High School
Decatur, IL05-1987
Skills
- Health and life insurance
- Customer follow-up
- Insurance sales strategy
- Client account management
- Customer service
- Client retention
- Licensed insurance agent
- Policy renewals
Timeline
Sr. Account Manager Benefits
Brown & Brown Insurance Services, Inc.
01.2020 - Current
Sales & Agency Support Manager
Tilson HR
08.2007 - 01.2020
Internal Business Development Manager
Benicorp Insurance Company
05.2005 - 09.2007
Certificate - Business Administration
MacArthur High School
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