Job Search Status
Open to workDesired start date: Flexible
Desired Job Title
Preferred Risk Account ManagerLocation Preference
RemoteHybridLocation: Rochester, NY
Open to relocation: Yes
Open To Work
Lisa Barrett
Insurance
Rochester,NY
Work Preference
Summary
Results-driven professional with extensive experience in account management and customer service. Skilled in building strong client relationships and executing strategic initiatives that elevate client satisfaction and retention metrics.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Preferred Risk Account Manager
USI Insurance Services LLC
Northeast And New England
06.2024 - Current
- Managed client accounts by coordinating insurance services and ensuring policy compliance
- Developed strong relationships with clients to understand their insurance needs and provide tailored solutions
- Assisted in executing strategic initiatives to enhance client retention and satisfaction metrics
- Collaborated with underwriting teams to streamline policy processing and improve turnaround times
- Coordinated renewal processes, ensuring timely communication of updates and necessary documentation
- Maintained up-to-date knowledge of industry trends and regulatory changes impacting client policies
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
- Established clear communication channels between clients and internal teams, ensuring seamless project execution.
- Improved overall team productivity by implementing best practices in organization and time management.
- Increased upsell opportunities with strategic account reviews, identifying and addressing client needs.
- Resolved customer inquiries and issues through effective communication and problem-solving techniques.
- Utilized CRM software to track customer interactions and ensure accurate record-keeping.
Key Account Manager
Allstate Insurance the Nudd Agency
Brockport, NY
02.2020 - 06.2024
- Cultivated strong relationships with key accounts to enhance customer satisfaction and retention.
- Developed strategic account plans to align services with client goals and drive growth.
- Analyzed client data and feedback to identify opportunities for product enhancements and service improvements.
- Coordinated cross-functional teams to ensure timely delivery of insurance solutions tailored to client needs.
- Mentored junior account managers on best practices in relationship management and strategic planning.
Customer Service Representative
Allstate Insurance Frank L. Borrelli Agency
Rochester, NY
03.2006 - 02.2024
- Assisted customers in resolving inquiries and issues efficiently.
- Processed orders and returns, ensuring accuracy and timeliness.
- Utilized CRM software to track customer interactions and feedback.
- Maintained product knowledge to offer informed recommendations to customers.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Responded to customer requests for products, services, and company information.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
Education
Associate of Science - Business Administration
Bryant & Stratton College
NY12-2020
Skills
- Account management
- Customer service
- Teamwork and collaboration
- Client relations
- Customer satisfaction
- Issue resolution
- Goals and performance
- Customer relationship management (CRM)
Certification
- Licensed Property & casualty
- Licensed Life & Health
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Preferred Risk Account Manager
USI Insurance Services LLC
06.2024 - Current
Key Account Manager
Allstate Insurance the Nudd Agency
02.2020 - 06.2024
Customer Service Representative
Allstate Insurance Frank L. Borrelli Agency
03.2006 - 02.2024
Associate of Science - Business Administration
Bryant & Stratton College