Melissa Brewer
Clinton,TN
Summary
Looking for a new career that will allow me to use my knowledge and skills to better clients, company and myself. Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth.
Overview
14
14
years of professional experience
Work History
Personal Lines ACCOUNT MANAGER/TRAINER
Carriage Hill Insurance
Oak Ridge, TN
07.2022 - Current
- Processed, maintained and prepared new and renewal accounts.
- Processed, maintained and prepared new and renewal accounts.
- Maintained open contact with insurance carriers, policy underwriters and marketing team members.
- Managed personal lines transactions and group activities.
- Informed and educated prospects about coverage, changes and exclusions.
- Verified maximum retention of assigned personal lines book of business.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Improved data collection accuracy by structuring systems for desktop spreadsheets.
PL ACCOUNT MANAGER
Inter-Agency Insurance Service
07.2020 - 07.2022
- Manage High-Value Personal Lines accounts, quote new business and remarket renewals, process endorsements and file claims as needed, process payments, manage daily office reports.
- Oversaw multiple accounts and worked diligently to meet and exceed performance goals.
- Built and maintained productive relationships with customers and internal partners.
- Collaborated with sales team to collectively drive growth and market share.
- Listened to customer needs to identify and recommend best products and services.
AGENCY REPRESENTATIVE
Shelter Insurance
12.2019 - 03.2020
- Laid off due to Covid-19)
- Answer phones, process policy endorsement, manage reports, outside marketing and telemarketing, quoted new policies, etc.
- Maintained positive working relationship with fellow staff and management.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
CUSTOMER SERVICE REPRESENTATIVE
State Farm
05.2019 - 12.2019
- Filing, data entry, process endorsements, bind coverage, review benefits, post payments, answer phones, balance cash drawer, daily deposits, quote new business and process new policies.
OFFICE MANAGER
Tate Insurance Group/Robby Burress Insurance
01.2016 - 05.2019
- Managed accounts in personal lines, quoted, made endorsements, bond coverage, reviewed benefits, assisted with claims, filing, quoted and wrote life insurance, took payments, managed daily office reports, etc.
- Managed office inventory and placed new supply orders.
- Oversaw receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
- Reviewed files and records to obtain information and respond to requests.
- Used judgment and initiative in handling confidential matters and requests.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
INSURANCE AGENT
Farmers Insurance
06.2015 - 01.2016
- Sales presentations of home, auto, specialty and life products, cold call B2B and individual, sales reports, telemarketing, scheduling appointments, assist with claims process, networking, marketing to new and current clients.
- Responded to customer inquiries and problems to promote great service.
- Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
- Researched insurance plans to find good options for clients' needs.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.
ASSISTANT MANAGER CALL CENTER/MANAGER RETAIL
Enroll Health/Enrollment First, Inc
01.2013 - 06.2015
- Managed 4 locations, 12 agents during open enrollment period, managed 2.5 million dollar book of business, audit commission reports, trained new agents, cold call B2B, sales reports, worksite business, marketing, present benefit package to businesses and individuals, assist with claims, scheduling, work with varies networking groups to bring in more business.
- Trained staff to have extensive product knowledge and upselling skills.
- Greeted customers and offered assistance in finding needed items.
- Observed team members interacting with customers and privately offered feedback and coaching to improve skills.
- Interviewed job applicants and selected skilled individuals to fill store positions.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
COORDINATOR IN
AFLAC
10.2011 - 06.2015
- Opened new accounts,service existing accounts, trained new associates, filed claims, B2B outside sales, Tops 3 in new accounts for Region in 2012.
- Maintained records of customer needs and preferences.
- Coordinated with other supervisors, combining group efforts to achieve goals.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Discussed job performance problems with employees, identifying causes and issues to find solutions.
SENIOR CUSTOMER SERVICE REP/OFFICE CLERK
First Heritage Credit
03.2009 - 10.2011
- Take loan payments, manage customer service reps, process daily closeouts and deposits, and process loans, close loans.
Education
Associate Degree - Administration
01.1987
Insurance Licensed for life, health, property, & casualty
Skills
- Customer Retention Strategies
- Sales Quoting
- Customer Retention
- Great Active Listening Skills
- Department Management
- Staff Training
- Sales Support
- Records Maintenance
- Product and Service Knowledge
- Book of Business Management
- Cross-Selling Skills
- Paperwork Processing
Accomplishments
- Led team to achieve excellent retention rates and production, earning recognition from upper management and financial reward.
- Promoted from PL Account Manger to PL Trainer in less than 12-months.
- Consistently maintained high customer satisfaction ratings.
- Created PL Training Manual with Proceeds and Processes to improve customer service.
Timeline
Personal Lines ACCOUNT MANAGER/TRAINER - Carriage Hill Insurance
07.2022 - Current
PL ACCOUNT MANAGER - Inter-Agency Insurance Service
07.2020 - 07.2022
AGENCY REPRESENTATIVE - Shelter Insurance
12.2019 - 03.2020
CUSTOMER SERVICE REPRESENTATIVE - State Farm
05.2019 - 12.2019
OFFICE MANAGER - Tate Insurance Group/Robby Burress Insurance
01.2016 - 05.2019
INSURANCE AGENT - Farmers Insurance
06.2015 - 01.2016
ASSISTANT MANAGER CALL CENTER/MANAGER RETAIL - Enroll Health/Enrollment First, Inc
01.2013 - 06.2015
COORDINATOR IN - AFLAC
10.2011 - 06.2015
SENIOR CUSTOMER SERVICE REP/OFFICE CLERK - First Heritage Credit
03.2009 - 10.2011
Central Texas College - Associate Degree, Administration
Similar Profiles
Ben BookerBen Booker
Agent/Business Partner at Carriage Hill InsuranceAgent/Business Partner at Carriage Hill Insurance
Alaina MorganAlaina Morgan
Kennel Attendant at Carriage Hill Pet ResortKennel Attendant at Carriage Hill Pet Resort
Alice JacksonAlice Jackson
LPN at Carriage Hill Health and Rehabilitation CenterLPN at Carriage Hill Health and Rehabilitation Center