Summary
Overview
Work History
Education
Skills
Certifications & Skills
Timeline
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Marissa Fitzgerald

Marissa Fitzgerald

Whitman,MA

Summary

Dedicated and results-oriented Commercial Insurance Account Manager with a demonstrated track record of over five years in fostering strong client relationships. Known for delivering exceptional customer service and surpassing client expectations. Actively engaged in community initiatives through my church and consistently excelled academically while managing a full-time workload.

Overview

7
7
years of professional experience

Work History

Account Manager

Red Cedar Insurance Agency
06.2024 - Current
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.
  • Managed a diverse portfolio of commercial accounts, maintaining high levels of professionalism while balancing competing priorities and deadlines.
  • Enhanced client satisfaction by addressing inquiries and providing prompt resolutions to commercial insurance concerns.
  • Prepared thorough proposals that effectively communicated policy features, benefits, and pricing information to potential clients.
  • Collaborated with underwriters to negotiate competitive rates for clients, ensuring optimal coverage at the best price.
  • Provided ongoing support to clients through regular communication and updates on policy changes.
  • Collected premiums on or before effective date of coverage.


Client Service Specialist

RogersGray Insurance
02.2020 - 06.2024
  • Assisted in managing client accounts and ensured satisfaction with products or services offered
  • Utilized strong communication and problem-solving skills to deliver exceptional client service
  • Assisted in managing client portfolios, identifying cross-selling opportunities and maximizing revenue generation
  • Collaborated with underwriters and brokers to negotiate pricing and secure competitive coverage options
  • Increased customer retention rates by providing exceptional service and timely assistance
  • Processed insurance claims including verifying coverage
  • Generated exposure summaries/proposals and loss run summaries to present to clients annually
  • 4+ years of experience in reviewing and processing insurance policies and endorsements accurately
  • Managed complex insurance inquiries for vehicle registrations, renewals, and misc
  • Registry items
  • Developed relationships with clients to increase sales and satisfaction

Relationship Banker

Citizens Bank
08.2017 - 02.2020
  • Conducted thorough financial assessments to determine credit eligibility and recommend appropriate products
  • Collaborated and implemented training programs with team to exceed sales goals and drive branch success
  • Utilized problem-solving skills to resolve customer inquiries and issues effectively
  • Maintained cash drawer balance within acceptable limits by adhering to strict policies
  • Achieved consistent sales targets through proactive client engagement and product knowledge

Education

Associate of Science - Business Management

Quincy College

Bachelor of Science - Business Management

Southern New Hampshire University

Skills

  • Account Management
  • Teamwork and Collaboration
  • Client Relations
  • Customer Service
  • Relationship Building

Certifications & Skills

  • Property and Casualty License (CA, MA & MI)
  • Notary Public
  • Client communication
  • Organizational skills
  • Applied EPIC (4.5 years)

Timeline

Account Manager

Red Cedar Insurance Agency
06.2024 - Current

Client Service Specialist

RogersGray Insurance
02.2020 - 06.2024

Relationship Banker

Citizens Bank
08.2017 - 02.2020

Associate of Science - Business Management

Quincy College

Bachelor of Science - Business Management

Southern New Hampshire University

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Marissa Fitzgerald