Marybelle Huertas
Duluth,GA
Summary
Focused and dedicated insurance professional motivated to provide superior customer service with exceptional organizational, time management and multitasking abilities.
Skilled in strategic account planning, team leadership,and driving revenue and growth.
Adept at identifying opportunities for cross-selling and rounding accounts while ensuring customer satisfaction.
Strong communicator and collaborator with a focus on achieving business objectives.
Overview
18
18
years of professional experience
Work History
Account Manager
Risk Strategies Company
09.2015 - Current
- Acquired understanding of client insurance objectives and critically analyze and compare insurance plans to determine suitability.
- Citizens Marketing Department Team Lead
- Collaborate and work closely with Producers and other company personnel on all aspects of client service, marketing and renewal while adhering to the company’s best practices and standard procedures.
- Appropriately documents conversations with clients and carrier representatives within the agency management system as necessary.
- Develops new business from existing accounts and assigned leads.
- Evaluate business and individual customer needs and financial situations to propose individualized policy recommendations.
- Accountable for client retention through delivery of exceptional client service.
- Implement and maintain quality service plan ensuring the accuracy of binders, policies, and other relevant documents that are delivered to clients.
- Provide proactive client services by anticipating and evaluating client needs and responding to client questions, and issues in person, over the phone or via email.
- Maintain knowledge of the changes in the insurance industry and other conditions that may impact clients.
Account Manager
RICK GIBBS INSURANCE AGENCY
06.2014 - 09.2015
- Retaining current policy holders by remarketing to other carriers
- Application preparation and submission, payments, corrections, endorsements and cancellations
- Promoted agency products to clients in person and in writing.
- Cross selling current clients to round up accounts.
Account Manager
BB&T INSURANCE SERVICES- PERSONAL LINES CSR
04.2006 - 05.2014
- Retaining current policy holders by remarketing to other carriers
- Process applications, payments, corrections, endorsements and cancellations
- Developed, implemented and monitored new underwriting guidelines for the agency
- Presented account proposals in a professional and timely manner
- Process agency bill renewals.
Education
HIGH SCHOOL DIPLOMA -
AMERICAN SENIOR HIGH
Miami, FL2-20 Property And Casualty License
Gold Coast School Of Insurance
Fort Lauderdale, FLSkills
- Account Management
- Team Leader
- Cross Selling
- Client Retention
- ASM360, ImageRight, Sagitta,MS Word, MS Excel Word, Quote Rush
References
Provided Upon Request
Timeline
Account Manager
Risk Strategies Company
09.2015 - Current
Account Manager
RICK GIBBS INSURANCE AGENCY
06.2014 - 09.2015
Account Manager
BB&T INSURANCE SERVICES- PERSONAL LINES CSR
04.2006 - 05.2014
HIGH SCHOOL DIPLOMA -
AMERICAN SENIOR HIGH
2-20 Property And Casualty License
Gold Coast School Of Insurance
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