Margaret Kiess
Lakeland,FL
Summary
Senior Account Manager coordinating client needs assessment, account service, and issue resolution for a broad book of business. Maintains strong client relationships by translating coverage questions into clear action and timely follow-up. Supports portfolio growth through renewal planning, coverage updates, and add-on product placement.
Overview
1
1
Certification
42
42
years of professional experience
Work History
COMMERCIAL INSURANCE ACCOUNT MANAGER REPRESENTATIVE
Patriot Growth Services
01.2021 - Current
- 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.
COMMERCIAL INSURANCE ACCOUNT MANAGER
Stuart Insurance
02.1998 - 12.2020
- 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.
PERSONAL LINES ACCOUNT MANAGER
Maurice Loiselle Insurance Agency
07.1984 - 12.1996
- Answering phones, taking clients changes, completing applications for Insurance coverage, taking and filing claims
- Managed client accounts, ensuring comprehensive coverage and personalized service.
- Analyzed policy options to recommend optimal solutions for clients' insurance needs.
- Developed strong relationships with clients, enhancing customer satisfaction and retention rates.
Education
220 Designation -
State of FL Insurance
State Of Florida Skills
Commercial insurance account management
Client retention
Cross-selling
Relationship building
Customer service
Insurance underwriting
Claims handling
Policy administration
Quote development
Know your customer
Coverage analysis
Certificate issuance
Premium financing
Policy endorsements
Certification
Licenced 440 Account Manager in the State of Florida
Timeline
COMMERCIAL INSURANCE ACCOUNT MANAGER REPRESENTATIVE
Patriot Growth Services
01.2021 - Current
COMMERCIAL INSURANCE ACCOUNT MANAGER
Stuart Insurance
02.1998 - 12.2020
PERSONAL LINES ACCOUNT MANAGER
Maurice Loiselle Insurance Agency
07.1984 - 12.1996
220 Designation -
State of FL Insurance