Marjorie Graff
Carey, Richmond and Viking Insurance Agency
Bristol,RI
1
Certification
8
years of professional experience
Experienced insurance professional with a background in account management, policy review, and sales support. Skilled in coordinating with clients, carriers, and internal teams to resolve issues and prepare accurate quotes. Known for teamwork, problem-solving, and dependable service that supports retention.
Work History
Licensed Insurance Account Manager
4 Years 4 Months- Prepared quotes, comparisons, and proposals for new and existing business opportunities.
- Managed client accounts through policy renewals, endorsements, and coverage updates.
- Reviewed policies for accuracy, compliance, and alignment with client coverage needs.
- Coordinated communication between insureds, carriers, and internal teams to resolve account issues.
- Identified cross-sell opportunities while preserving retention through responsive client support.
- Strengthened customer loyalty by providing personalized account management services to clients.
Sales Support Administrator
1 Year- Coordinated policy documentation, endorsements, and client correspondence for accurate insurance recordkeeping.
- Processed new business submissions, renewals, and account changes while maintaining compliance with agency procedures.
- Verified coverage details, carrier information, and application data to reduce errors and support timely issuance.
- Supported agents with quotes, binders, and follow-up communication to keep client requests moving efficiently.
Sales Assistant
2 Years- Coordinated client meeting schedules, preparing account materials and confirming advisor availability.
- Processed new account paperwork, ensuring completeness and compliance with brokerage requirements.
- Tracked trade instructions, updating records and resolving discrepancies with precision.
- Supported advisors with portfolio reports, client correspondence, and follow-up tasks.
Education
Bachelor of Arts - Math/Economics
Skills
Account analysis
Quote development
Teamwork
Customer service
Problem-solving
Policy management
Certification
- Producer Licenses and Designations
- ACSR
- Rhode Island Property and Casualty
- Massachusetts Property and Casualty- Non-Resident License
- Currently working towards finishing AAI Designation
Timeline
Licensed Insurance Account Manager
Carey, Richmond and Viking Insurance Agency
07.2022 - CurrentRead More
Sales Support Administrator
Carey, Richmond and Viking Insurance Agency
07.2021 - 07.2022Read More
Sales Assistant
Morgan Stanley
01.2019 - 01.2021Read More
Wheaton College
Bachelor of Arts from Math/Economics
Read More