Lindsay Horn
147 Featherbed Lane,NY
Summary
My ultimate goal is client satisfaction while helping to grow our business. I take great pride in being able to succeed in the balancing act that is expected of me and my position. In addition, continuing education and personal growth is my professional goal. Coaching and developing others to be able to share the balanced success is my next step in achieving it. I am driven and willing to learn more but believe I would be a continued asset in this position.
Overview
14
14
years of professional experience
Work History
Account Manager-Personal Lines
Marshall & Sterling
09.2022 - Current
- Educate clients on insurance policies and increase protection.
- Analyze needs to provide customized insurance solutions.
- Establish rapport and retain client.
- Obtain referrals for new clients.
- Round insurance account to full portfolio.
- Refer business to other departments of company.
- Obtained CPIA designation.
CSR-Personal Lines
Marshall & Sterling
01.2015 - 08.2022
- Quoted PL new business.
- PL Workflow Committee
- Handled customer inquiries and suggestions courteously and professionally.
- Serviced clients needs for policy changes, payments, cancellations/rewrites of insurances.
- Built relationship with clients, underwriters and coworkers.
- Obtained CISR designation.
- Completed Columbia-Greene Leadership Program.
Dental Manager
Aspen Dental
01.2010 - 07.2014
- Presented and prioritized treatment plans and payment options.
- Attained monthly revenue goals for practice while maintaining patient satisfaction.
- Recruited, hired and assisted in training my team for front and back office.
- Completed employee performance reviews.
- Interim Territory Manager due to illness of co-worker.
Skills
- Building and maintaining rapport with clients, underwriters and co-workers Making relationships personal while keeping it professional
- Initiative to continue education and growth throughout my career
- Adapting and welcoming change throughout growth of business
- Achieving sales expectations
Timeline
Account Manager-Personal Lines
Marshall & Sterling
09.2022 - Current
CSR-Personal Lines
Marshall & Sterling
01.2015 - 08.2022
Dental Manager
Aspen Dental
01.2010 - 07.2014
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