Melissa Carpenter
Bronxville,NY
Summary
Accomplished Sr. Account Executive with a proven track record at Acrisure, LLC, managing a $4M Book of Business and excelling in customer service and critical thinking. Demonstrated ability to analyze trends, negotiate contracts, and establish strong customer relationships, ensuring significant revenue growth and operational efficiency. Expert in claims handling and adept at fostering client trust and satisfaction.
Overview
26
26
years of professional experience
Work History
Sr. Account Executive
Acrisure, LLC
12.2017 - Current
- Currently servicing a $4M Book of Business in Personal Lines
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Sold new products and services and developed new accounts to maximize revenue potential.
- Analyzed data to discover trends, informing market strategies, and objectives.
- Negotiated contracts and terms of sale with potential customers.
- Established customer relationships, interfacing with representatives and collaborating to achieve mutually beneficial results.
Personal Insurance Advisor
DRS&W
08.2009 - 12.2017
- Reviewed and adjusted customer coverage levels to address, identify, and resolve customer conflicts.
- Responded to customer requests for products, services, and company information.
- Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
- Assisted customers with completing insurance documents to avoid missed information.
- Processed insurance policy cancellations and renewals quickly to meet call time targets.
- Documented customer interactions and transactions for accurate, up-to-date records.
- Set up customer payment plans to cover annual policies and renewals.
- Liaised with insurance carriers to resolve billing errors and discrepancies.
- Collected premiums and issued accurate receipts.
- Processed and recorded new policies and claims.
Executive Assistant
S. Walter Packaging
01.1999 - 08.2009
- Organized and coordinated conferences and monthly meetings.
- Screened calls and emails and initiated actions to respond or direct messages for managers.
- Answered high volume of phone calls and email inquiries.
- Processed travel expenses and reimbursements for executive team and senior management group.
- Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Handled confidential and sensitive information with discretion and tact.
- Upheld strict timetables by maintaining accurate, balanced calendars.
- Filed paperwork and organized computer-based information.
- Worked with senior management to initiate new projects and assist in various processes.
Education
Associate of Arts -
Westchester Community College
Valhalla, NY06.1999
Skills
- Claims Handling
- Records Management
- Decision-Making
- Critical Thinking
- Customer Service
- Willing to Learn
Timeline
Sr. Account Executive
Acrisure, LLC
12.2017 - Current
Personal Insurance Advisor
DRS&W
08.2009 - 12.2017
Executive Assistant
S. Walter Packaging
01.1999 - 08.2009
Associate of Arts -
Westchester Community College
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