Lisa Hilliard
Howell,MI
Summary
Driven Personal Account Representative with a proven track record at Meg Spinale State Farm Agency, adept in risk assessment and policy management. Excelled in relationship building and critical thinking, consistently exceeding sales quotas. Leveraged effective communication and attention to detail to enhance client satisfaction and secure numerous referrals. Demonstrated adaptability by supporting team members, contributing to a positive and collaborative work environment.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Personal Account Representative
Charles Spinale State Farm Agency
07.2017 - Current
- Maintained detailed records of client interactions, policy changes, and claim statuses for seamless account management and reporting purposes.
- Conducted comprehensive risk assessments, providing valuable insights to clients on potential exposures and coverage gaps.
- Assisted clients in navigating complex policy language, ensuring thorough understanding of coverage details and benefits provided by their plans.
- Implemented effective cross-selling strategies, identifying opportunities to expand existing client accounts with additional insurance products.
- Handled multi-line accounts encompassing property and casualty insurance as well as life and health policies with diligence and attention to detail.
- Participated in ongoing training sessions to stay current on industry trends and best practices.
- Enhanced client satisfaction by promptly addressing inquiries and resolving issues related to insurance policies.
- Built strong relationships with clients, resulting in a high level of trust and numerous referrals for new business.
- Educated clients about risk mitigation strategies, empowering them to make informed decisions about their insurance coverage.
- Contributed to a positive work environment by collaborating effectively with team members and sharing best practices for enhanced service delivery.
- Consistently met or exceeded quotas by implementing strategic sales plans and effective time management.
- Supported colleagues during peak periods or absences, demonstrating adaptability in adjusting roles when required.
Personal Account Representative
Meg Spinale State Farm
09.2014 - Current
- Maintained detailed records of client interactions, policy changes, and claim statuses for seamless account management and reporting purposes.
- Conducted comprehensive risk assessments, providing valuable insights to clients on potential exposures and coverage gaps.
- Assisted clients in navigating complex policy language, ensuring thorough understanding of coverage details and benefits provided by their plans.
- Implemented effective cross-selling strategies, identifying opportunities to expand existing client accounts with additional insurance products.
- Handled multi-line accounts encompassing property and casualty insurance as well as life and health policies with diligence and attention to detail.
- Participated in ongoing training sessions to stay current on industry trends and best practices.
- Enhanced client satisfaction by promptly addressing inquiries and resolving issues related to insurance policies.
- Built strong relationships with clients, resulting in a high level of trust and numerous referrals for new business.
- Educated clients about risk mitigation strategies, empowering them to make informed decisions about their insurance coverage.
- Contributed to a positive work environment by collaborating effectively with team members and sharing best practices for enhanced service delivery.
- Consistently met or exceeded quotas by implementing strategic sales plans and effective time management.
Education
100 Credit Hours - Business Administration
Western Governors University
Salt Lake City, UTSkills
- Goal-Oriented
- Teamwork and Collaboration
- Problem-Solving
- Honest and Dependable
- Attention to Detail
- Multitasking
- Critical Thinking
- Active Listening
- Effective Communication
- Adaptability and Flexibility
- Relationship Building
- Decision-Making
Certification
- Licensed- Insurance P&C Life & Health - 23 years
Timeline
Personal Account Representative
Charles Spinale State Farm Agency
07.2017 - Current
Personal Account Representative
Meg Spinale State Farm
09.2014 - Current
100 Credit Hours - Business Administration
Western Governors University
- Licensed- Insurance P&C Life & Health - 23 years
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