Megan Sturm
Minneapolis,MN
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
11
11
years of professional experience
1
1
Certification
Work History
Personal Lines Account Manager
Maguire Agency
10.2011 - 02.2023
- Educated clients on insurance policies and procedures.
- Met with customers to provide information about available products and policies.
- Analyzed risk factors to recommend appropriate coverage levels.
- Analyzed customer needs to provide customized insurance solutions.
- Calculated premiums and established payment methods for sales.
- Finalized sales and collected necessary deposits.
- Collected premiums on or before effective date of coverage.
- Researched and identified potential new markets.
- Conducted annual reviews of existing policies to update information.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Designed presentations and marketing materials to promote insurance products.
Skills
- Policyholder Communication
- Account Management
- Customer Billing
- Client Needs Analysis
- Customer Engagement
- Loss Coverage Determination
- Customer Follow-Up
- Licensing Requirements
- Client Consultations
- Underwriter Collaboration
- Claims Information Gathering
- Policy Changes
- Records Maintenance
- Data Entry
- Insurance Policy Sales
- Critical Thinking
- Auto Insurance
- Client Relations
- Insurance Practices
- Customer Complaint Resolution
- Property and Casualty Insurance
- Relationship Building
- Claims Reporting Systems
- Quotes and Sales
- Requirements Reviews
- Property Insurance
- Customer Account Review
- Policy Renewals
- CRM Software
- Insurance Coverage Verification
- Policy Feature Explanations
- Account Changes
- Billing Procedures
- Manage Renewals
- Annual Reviews
- Premium Calculations
- Book of Business Management
- Carrier Policies
- Product Knowledge
- Renewing Accounts
- Sales Quoting
- Administrative Support
Certification
PROPERTY AND CASUALTY LICENSE
CISR
Timeline
Personal Lines Account Manager
Maguire Agency
10.2011 - 02.2023
Similar Profiles
Nicole MaguireNicole Maguire
Bookkeeper/Self Employed at R.J Maguire & N.L MaguireBookkeeper/Self Employed at R.J Maguire & N.L Maguire
Rafael I. Carbo-HuykeRafael I. Carbo-Huyke
Student Assistant at Frances M. Maguire Art Museum, Saint Joseph's UniversityStudent Assistant at Frances M. Maguire Art Museum, Saint Joseph's University
Thomas HaskerThomas Hasker
Auto Body Shop Manager at Maguire AutomotiveAuto Body Shop Manager at Maguire Automotive
Nina PierceNina Pierce
Security Guard at Minnesota Vikings SecuritySecurity Guard at Minnesota Vikings Security
Mark NelsonMark Nelson
Volunteer at Bond BetweenVolunteer at Bond Between