Margaret Kiess
Lakeland,FL
Summary
Proven Insurance Account Manager with a track record of enhancing policyholder retention rates by over 90 % at Stuart Insurance. Expert in insurance underwriting and client needs assessment, adept at fostering strong relationships and implementing strategic cross-selling. Known for outstanding problem-solving and planning skills, consistently delivering personalized account management solutions.
Overview
1
1
Certification
Work History
Insurance Account Manager Representative
Patriot Growth Services
- Managed a diverse portfolio of accounts across various industries, demonstrating adaptability and expertise in servicing the unique insurance requirements of each client.
- Implemented effective cross-selling strategies that resulted in additional product lines being added to existing accounts.
- Attended industry conferences and networking events to stay informed on new developments and trends, further enhancing account management capabilities.
- Enhanced policyholder retention rates through effective communication, personalized account management, and prompt issue resolution.
Insurance Account Manager
Stuart Insurance
- Managed a diverse portfolio of accounts across various industries, demonstrating adaptability and expertise in servicing the unique insurance requirements of each client.
- Implemented effective cross-selling strategies that resulted in additional product lines being added to existing accounts.
- Attended industry conferences and networking events to stay informed on new developments and trends, further enhancing account management capabilities.
- Enhanced policyholder retention rates through effective communication, personalized account management, and prompt issue resolution.
Skills
- Insurance underwriting
- Claims handling
- Policy administration
- Client needs assessment
- Quote development
- Customer service
- Problem-solving
- Planning and coordination
- Relationship building
- Know your customer
Certification
Licenced 440 Account Manager in the State of Florida
Timeline
Licenced 440 Account Manager in the State of Florida
Insurance Account Manager Representative
Patriot Growth Services
Insurance Account Manager
Stuart Insurance
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