Account Manager
Rico, Pfitzer, & Pires Insurance Agency
06.2019 - 10.2024
- Analyzed specific and appropriate coverage options for individual clients
- Managed over 150+ small commercial Insurance accounts
- Provided assistance to each client with policy renewals and changes
- Coordinated with Insurance carriers efficiently to ensure client satisfaction
- Developed tailored insurance solutions to meet diverse client needs and objectives.
- Coordinated with underwriters to facilitate timely policy issuance and renewals.
- Conducted risk assessments, providing clients with informed recommendations for coverage options.
- Analyzed market trends to identify opportunities for expanding agency services and products.