Meghan Fuller
Salem,MA
Summary
Dynamic Personal Lines Account Manager at Bernard M Sullivan Insurance Agency, skilled in client needs analysis and policy administration. Successfully designed marketing strategies that expanded the customer base and enhanced customer retention. Known for effective communication and problem-solving abilities, ensuring tailored insurance solutions that meet diverse client needs.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
12
12
years of professional experience
Work History
Personal Lines Account Manager
Bernard M Sullivan Insurance Agency
01.2017 - Current
- Calculated premiums and established payment methods for sales.
- Designed presentations and marketing materials to promote insurance products.
- Developed and implemented promotional strategies to increase customer base.
- Collected premiums on or before effective date of coverage.
- Monitored customer feedback and identified areas of improvement.
- Analyzed risk factors to recommend appropriate coverage levels.
- Analyzed customer needs to provide customized insurance solutions.
- Conducted annual reviews of existing policies to update information.
Personal Lines Account Manager
Elliot Whittier Insurance Services
01.2014 - 01.2017
- Evaluated competitors' products and services to gain competitive advantage.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Educated clients on insurance policies and procedures.
- Identified and solicited sales prospects in agency databases.
Education
High School Diploma -
Salem High School
Salem06-2002
Skills
- Insurance policy knowledge
- Multitasking
- Policy Knowledge
- Claims reporting
- Teamwork and collaboration
- Manage/review/remarket renewals
- Write new business
- Service/review current and new opportunities/policies
Timeline
Personal Lines Account Manager
Bernard M Sullivan Insurance Agency
01.2017 - Current
Personal Lines Account Manager
Elliot Whittier Insurance Services
01.2014 - 01.2017
High School Diploma -
Salem High School