Meghan Harre
Leavenworth
Summary
A results-driven Account Manager well-versed in both Personal and Commercial Lines insurance possessing strong work ethic and excellent business sense. Offering over six years professional experience, specializing in consultative selling, client relations, and communication. Eager to continue building upon current expertise with the agency equally client-centered and dedicated to achieving agency goals through the satisfaction of internal and external clients. Currently licensed in property and casualty insurance in Kansas and Missouri.
Overview
8
8
years of professional experience
Work History
Client Service Advisor
National Real Estate Insurance Group
02.2024 - Current
- Efficiently managed a book of business consistently ranging from 650-750 insureds and upwards of 3500+ locations.
- Maximized cross-selling opportunities with each client in order to grow investor property schedules and overall book of business.
- Led insureds with a client-first approach to the coverage solutions specific to their individual property needs.
- Proposed and bound coverage for multiple properties, at times upwards of 50+, to meet insured needs with customizable coverage.
- Consistently managed multiple inboxes to assist with team needs when covering other agents was necessary.
- Conducted thorough account reviews to ensure accuracy in existing coverages and maximize opportunities to secure additional properties and ancillary coverages within the account.
- Built strong client relationships through consistent follow-ups, timely processing, and creating a positive experience for the customer through enthusiastic and empathetic communication.
Account Manager
Lockton Affinity
03.2022 - Current
- Explained policy features to policy holders through verbal and written communication.
- Worked diligently with customers across multiple affinity programs to solve customer challenges through technical and administrative support.
- Processed new business and renewal applications across all programs for multiple lines of coverage.
- Cross-trained new account managers on Affinity programs and worked closely with team leads to develop easy-to-use reference sheets for new account managers when managing high call and email volumes to assure accuracy and efficiency.
- Maintained an average of 97% retention across assigned book of business including FastSigns, SmoothieKings, Buy-Sell-Trade, and WellBusiness affinity programs.
- Created and implemented streamlined processes for account managers across both E-Commerce and Direct departments.
- Built strong relationships with insureds, franchisor contacts, and additional broker contacts to continue growing book of business.
- Worked closely and often negotiated pricing with Underwriting on renewals to assist insured and overall 97% retention across assigned book of business.
Account Manager
Armed Forces Insurance
08.2020 - 03.2022
- Oversaw multiple accounts and worked diligently to exceed performance goals.
- Maintained enthusiastic phone presence to provide a positive experience for the customer, often resulting in opportunities for new business and aiding in client retention.
- Utilized multiple agency carrier sites to quote and bind coverage for current members.
- Grew customer base by identifying needs for relevant product solutions to fit client needs.
- Negotiated new business opportunities with Underwriters directly at Armed Forces Insurance Exchange, as well as independent carrier Underwriters.
Insurance Advisor
SelectQuote
10.2019 - 07.2020
- Provided quotes and promoted products for various insurance products, including building, contents, and vehicle insurance.
- Used sales tactics and client relationship building techniques to reach monthly sales goals.
- Maintained an enthusiastic phone presence to assure quality customer service and acquire new business in the process.
Personal Lines Account Manager
The Woody Insurance Group
08.2017 - 10.2019
- Worked with new prospects, including referrals, to find the best policies amongst the multitude of carriers appointed with our agency.
- Worked with current clientele to remarket existing coverage at renewal to assure adequate coverage in addition to maintain the best rate for the upcoming policy term.
- Handled multiple calls per day to address customer inquiries and new business opportunities in a timely manner.
- Support Commercial Lines staff during peak business through additional service support providing necessary certificates of insurance, completing applications for new business, assisted in selling General Liability policies, distributed ID cards and any documentation necessary for clients upcoming job.
- Utilized targeted marketing efforts to increase revenue through managing agency social media, and facilitating the creation and management of agency website.
Education
Associate of Applied Science - Marketing
Johnson County Community College
Overland Park, KS05.2019
Skills
- Relationship development
- Strong empathy
- Exceptional communication
- Team building
- Customer service
- Training & employee mentoring
- communication
- Client retention strategies
- Insurance knowledge
- Business development
- CRM management
- Complaint handling
Timeline
Client Service Advisor
National Real Estate Insurance Group
02.2024 - Current
Account Manager
Lockton Affinity
03.2022 - Current
Account Manager
Armed Forces Insurance
08.2020 - 03.2022
Insurance Advisor
SelectQuote
10.2019 - 07.2020
Personal Lines Account Manager
The Woody Insurance Group
08.2017 - 10.2019
Associate of Applied Science - Marketing
Johnson County Community College
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