Marjorie Ellis
Tarzana,CA
Summary
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
16
16
years of professional experience
Work History
Personal Lines Account Manager
Nahai Insurance Services - (Temp.)
05.2023 - 11.2023
- Improved client retention by providing exceptional customer service and addressing policy inquiries in timely manner.
- Streamlined communication processes for increased efficiency by implementing organized system for tracking client interactions.
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
- Developed strong relationships with underwriters, effectively negotiating coverage options and rates on behalf of clients.
- Conducted comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
- Collaborated with sales team to cross-sell additional products, resulting in expanded portfolio offerings and increased revenue.
- Maintained up-to-date knowledge of industry trends and regulations, allowing for informed recommendations to clients regarding their insurance needs.
- Increased overall productivity by streamlining administrative tasks such as processing endorsements, cancellations, and billing inquiries.
- Successfully managed complex client cases involving multiple policy changes, coordinating with various internal departments and external partners to ensure efficient resolution.
- Conducted annual reviews of existing policies to update information.
- Analyzed customer needs to provide customized insurance solutions.
- Exceeded performance metrics consistently by efficiently managing workload and prioritizing tasks based on urgency and complexity levels.
Personal Lines Account Manager
Rubin Insurance - (Laid Off)
06.2022 - 01.2023
- Improved client retention by providing exceptional customer service and addressing policy inquiries in timely manner.
- Streamlined communication processes for increased efficiency by implementing organized system for tracking client interactions.
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
- Developed strong relationships with underwriters, effectively negotiating coverage options and rates on behalf of clients.
- Conducted comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
- Maintained up-to-date knowledge of industry trends and regulations, allowing for informed recommendations to clients regarding their insurance needs.
- Enhanced client satisfaction through proactive outreach initiatives, including annual policy review reminders and personalized follow-up communications.
- Retained valuable clients during challenging market conditions by demonstrating expertise in risk management strategies tailored to individual circumstances.
- Successfully managed complex client cases involving multiple policy changes, coordinating with various internal departments and external partners to ensure efficient resolution.
- Analyzed customer needs to provide customized insurance solutions.
- Educated clients on insurance policies and procedures.
Personal Lines Account Manager
Heitz Insurance - (Company Sold)
03.2021 - 05.2022
- Improved client retention by providing exceptional customer service and addressing policy inquiries in timely manner.
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
- Developed strong relationships with underwriters, effectively negotiating coverage options and rates on behalf of clients.
- Conducted comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
- Collaborated with sales team to cross-sell additional products, resulting in expanded portfolio offerings and increased revenue.
- Maintained up-to-date knowledge of industry trends and regulations, allowing for informed recommendations to clients regarding their insurance needs.
- Retained valuable clients during challenging market conditions by demonstrating expertise in risk management strategies tailored to individual circumstances.
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
Personal Lines Account Manager
Linn T. Hodge & Sons
08.2016 - 12.2020
- Improved client retention by providing exceptional customer service and addressing policy inquiries in timely manner.
- Streamlined communication processes for increased efficiency by implementing organized system for tracking client interactions.
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
- Developed strong relationships with underwriters, effectively negotiating coverage options and rates on behalf of clients.
- Conducted comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
- Collaborated with sales team to cross-sell additional products, resulting in expanded portfolio offerings and increased revenue.
- Maintained up-to-date knowledge of industry trends and regulations, allowing for informed recommendations to clients regarding their insurance needs.
- Managed diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Increased overall productivity by streamlining administrative tasks such as processing endorsements, cancellations, and billing inquiries.
- Enhanced client satisfaction through proactive outreach initiatives, including annual policy review reminders and personalized follow-up communications.
- Facilitated smooth transitions during times of company growth or restructuring by adapting quickly to new systems and processes while maintaining high-quality service standards.
- Retained valuable clients during challenging market conditions by demonstrating expertise in risk management strategies tailored to individual circumstances.
Personal Lines -Customer Service Representative
Farmers Insurance Agency
10.2014 - 08.2016
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Streamlined call center processes for improved efficiency and reduced wait times.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Assisted customers in navigating company website and placing online orders, improving overall user experience.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
- Contributed to sales growth by upselling products and services based on individual customer requirements.
- Handled customer inquiries and suggestions courteously and professionally.
- Processed customer service orders promptly to increase customer satisfaction.
Independent Sales Consultant
HBW Financial Services
06.2013 - 08.2014
- Increased sales revenue by building strong relationships with clients and providing exceptional customer service.
- Developed tailored sales strategies for each client, resulting in a higher conversion rate.
- Expanded client base through effective networking and referrals, leading to significant business growth.
- Conducted comprehensive product demonstrations, ensuring clients understood benefits and value of products offered.
- Overcame objections skillfully during sales presentations, resulting in increased closed deals ratio.
- Attended industry events regularly for networking purposes, expanding professional connections within field.
- Placed cold calls to potential customers and follow-up calls to current and past clientele, cultivating long-term relationships to generate referral and repeat business.
Assistant Hiring Manager & Trainer
ITSOL - Inusrance Leads
03.2008 - 05.2013
- Increased applicant quality by streamlining hiring process and implementing pre-screening system.
- Improved onboarding experience for new hires, creating a comprehensive orientation program.
- Established strong relationships with various colleges and universities, boosting talent pool for entry-level positions.
- Developed performance management systems that promoted employee growth and development.
- Collaborated with department heads to determine staffing needs and develop targeted recruitment strategies accordingly.
- Developed relationships with potential job candidates to promote effective communication throughout hiring processes.
- Met with managers to discuss vacancies, applicant qualifications and characteristics of top candidates.
- Improved employee performance by designing and implementing effective training programs.
- Mentored new hires, resulting in stronger staff development and increased productivity.
Education
High School Diploma -
Los Angeles High School Of The Arts
Los Angeles, CANo Degree - Business Administration
El Camino College
TorranceSkills
- MS Suites
- Excel
- Powerpoint
- Outlook
- Adobe Acrobat
- SEO
- AMS HawkSoft
- Applied Systems - TAM/ EPIC
- Analytical Thinking
- Active Listening
- Excellent Communication
- Underwriter Selection
- Underwriter Collaboration
- Interpersonal Skills
Certification
- Licensed P&C, Life - 2025
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Personal Lines Account Manager
Nahai Insurance Services - (Temp.)
05.2023 - 11.2023
Personal Lines Account Manager
Rubin Insurance - (Laid Off)
06.2022 - 01.2023
Personal Lines Account Manager
Heitz Insurance - (Company Sold)
03.2021 - 05.2022
Personal Lines Account Manager
Linn T. Hodge & Sons
08.2016 - 12.2020
Personal Lines -Customer Service Representative
Farmers Insurance Agency
10.2014 - 08.2016
Independent Sales Consultant
HBW Financial Services
06.2013 - 08.2014
Assistant Hiring Manager & Trainer
ITSOL - Inusrance Leads
03.2008 - 05.2013
High School Diploma -
Los Angeles High School Of The Arts
No Degree - Business Administration
El Camino College
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