Melissa Fenton
Grafton,WI
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
9
9
years of professional experience
Work History
Personal Lines Account Manager
MidState Insurance
Mequon, WI
07.2024 - 11.2025
- Met with customers to provide information about available products and policies.
- Analyzed risk factors to recommend appropriate coverage levels.
- Analyzed customer needs to provide customized insurance solutions.
- Educated clients on insurance policies and procedures.
- Conducted annual reviews of existing policies to update information.
Insurance Agent
Dave Kelley - Allstate Agency
Milwaukee , WI
08.2021 - 08.2023
- 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.
- Analyzed customer needs and provided best options, upselling products and services.
Insurance Agent
The Ladd Agency
Menomonee Falls, WI
09.2016 - 08.2021
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Analyzed customer needs and provided best options, upselling products and services.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Drove client retention by increasing savings opportunities and identifying premium discounts by utilizing my knowledge of multiple insurance carriers.
- Improved office operations continually by maintaining records, tracking data and promoting internal communications.
- Cultivated lasting professional relationships, which created continuous client referral streams within community.
- Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
Education
Bachelor of Arts - Economics
SUNY At Potsdam
Potsdam, NY05.1991
Skills
- Customer follow-up
- Insurance sales strategy
- Email marketing
- Policy adjustment knowledge
- Client retention
- Client account management
- Friendly, positive attitude
- MS Office
- Organization
- Troubleshooting
- Time management
Timeline
Personal Lines Account Manager
MidState Insurance
07.2024 - 11.2025
Insurance Agent
Dave Kelley - Allstate Agency
08.2021 - 08.2023
Insurance Agent
The Ladd Agency
09.2016 - 08.2021
Bachelor of Arts - Economics
SUNY At Potsdam