Melanie Gearheart
North Port,FL
Summary
Resourceful Personal Lines Account Manager known for high productivity and efficient task completion. Specialize in client relationship management, policy customization, and claims processing. Excel in communication, problem-solving, and adaptability, ensuring seamless service delivery and client satisfaction.
Overview
14
14
years of professional experience
Work History
Account Manager-Personal Lines
Galt Insurance Group
Naples, Florida
10.2023 - 06.2025
- Negotiated contracts with clients to maximize profitability.
- Conducted risk management assessments to identify and mitigate potential issues.
- Prepared detailed reports on account activity, including losses, renewals, and cancellations.
- Maintained accurate customer account records, including billing and payment information.
Customer Service Representative
CXIS
Saint Petersburg, Florida
06.2021 - 10.2023
- Customer Service: Answer incoming phone calls.
- Endorsements are in queue, and emails are pending.
- Processed payments.
Personal Lines Producer
Allstate Insurance Co
Osprey, Florida
12.2020 - 06.2021
- Prepared and presented proposals to potential clients outlining benefits of various insurance policies.
- Responded promptly to customer inquiries regarding policy coverage options, premium payments, claim status updates.
Personal Lines Underwriter
CSC
Sarasota, Florida
01.2016 - 12.2017
- Prepared periodic reports detailing outstanding risks or exposures associated with specific accounts.
- Documented underwriting decisions and communicated them to the customers.
- Process new business applications, and review 4-Point and home inspections.
Personal Lines Insurance Agent
Ludwig & Walpole
Sarasota, FL
10.2011 - 11.2015
- Processed customer payments for premiums, maintained records of transactions and updated accounts accordingly.
- Negotiated contracts between insurers and clients for optimal terms.
- Analyzed customer data to determine appropriate risk classifications and premium rates.
- Monitored renewal dates of existing policies and contacted clients before expiration date.
- Explained policy details to clients and answered questions related to coverage.
Education
High School Diploma -
Maryville High School
Phoenix, AZ06-1991
Skills
- Sales
- Customer Service
- Risk management
- Insurance underwriting
- Detail orientation
- 20-44 insurance license
Timeline
Account Manager-Personal Lines
Galt Insurance Group
10.2023 - 06.2025
Customer Service Representative
CXIS
06.2021 - 10.2023
Personal Lines Producer
Allstate Insurance Co
12.2020 - 06.2021
Personal Lines Underwriter
CSC
01.2016 - 12.2017
Personal Lines Insurance Agent
Ludwig & Walpole
10.2011 - 11.2015
High School Diploma -
Maryville High School
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