Melissa Lutz
Alexandria,VA
Summary
Resourceful Account Manager with excellent client oversight, issue resolution and relationship-building expertise. Maximized repeat business opportunities and utilized proven prospecting techniques to expand client base. High-level sales cycle knowledge and strong collaborative skills leading to optimum outcomes.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Account Manager
NFP Property & Casualty
03.2022 - Current
- Work side-by-side with account executives & producers on middle market to large commercial lines accounts
- Prepare/schedule pre-renewal meetings, collect data, review applications
- Create proposals, prepare & distribute renewals
- Generate endorsements, verify coverages & issue COI’s
- Address issues with underwriting & billing
- Engage in remarketing efforts and generating new business
Executive Account Manager/CISR
Integrated Insurance Solutions
08.2021 - 03.2022
- Service commercial lines accounts
- Process applications, prepare, review & distribute renewals
- Create endorsements, verify coverages & issue COI’s
- Work directly with underwriters & billing dept
- Assist with claims, remarketing & generate new business.
Account Manager/CISR
HRI Associates
01.2020 - 08.2021
- Support & service personal lines clients via phone/email
- Review coverages, quote renewal & new business
- Round accounts, cross sell, upsell (#1 sales agent 2 years in a row)
- Process changes to policies for home, auto and umbrella
- Train remote new team members
Insurance Producer
Erie Insurance Group
08.2018 - 01.2020
- Service personal lines and commercial lines customers via phone/email
- Process new & renewal applications
- Admin duties: issue COI’s, assist with billing, claims
- Sales duties: remarketing, upselling
- Work with vendors and underwriters
Customer Care Agent
NCG Insurance Agency
08.2014 - 08.2018
- Assist commercial lines customers with inquiries, renewals, new business applications/policies, claims, & billing
- Train new employees & update training materials
- Attend conferences, & assist VP with on-site client meetings
- Instrumental in developing, managing & promoting the agency's proprietary Homeschool Insurance Solutions program
- Insurance Processor: review & data entry of insurance contracts/documents and distribution of policies to clients.
Paralegal
Care Net
06.2008 - 06.2011
- Assist General Counsel with administrative functions of Legal Department
- Review contracts & legal educational materials
- Provide resources & customer service to affiliates & external lawyers
- Manage & implement the attorney assistance program
- Legal research/writing
- Completed over 300 legal audits for affiliates
- Created the Legal Department training manual
- Published approximately 15 Legal Care articles (digital)
- Primary editor for 500-page Legal Solutions Manual
Education
Associates of Arts Degree - General Education
Cuesta College
San Luis Obispo, CAAssociates of Arts Degree - Computer Information Science
Cuesta College
San Luis ObispoAssociates of Arts Degree - Small Business Management, HR
Cuesta College
San Luis ObispoHigh School Diploma -
Atascadero High School
Atascadero, CASkills
- OFFICE, Microsoft Office Suite, Adobe Acrobat, Outlook, Multi-Line Phone operations
- Applied TAM/EPIC & Veruna, IMS/AMS 360, Legal Research Engines (Lexis Nexis, West Law, Lois Law)
- Time Management
- Regional Accounts
- Product and Service Sales
- Customer Presentations
Certification
- Insurance License - VA (resident) - 2014
- Insurance License - MD & DC (non-resident) - 2015
- CISR - Certified Insurance Service Representative 2020
- CISR - Elite - 2023
- CIC - in process
Timeline
Account Manager
NFP Property & Casualty
03.2022 - Current
Executive Account Manager/CISR
Integrated Insurance Solutions
08.2021 - 03.2022
Account Manager/CISR
HRI Associates
01.2020 - 08.2021
Insurance Producer
Erie Insurance Group
08.2018 - 01.2020
Customer Care Agent
NCG Insurance Agency
08.2014 - 08.2018
Paralegal
Care Net
06.2008 - 06.2011
Associates of Arts Degree - General Education
Cuesta College
Associates of Arts Degree - Computer Information Science
Cuesta College
Associates of Arts Degree - Small Business Management, HR
Cuesta College
High School Diploma -
Atascadero High School
- Insurance License - VA (resident) - 2014
- Insurance License - MD & DC (non-resident) - 2015
- CISR - Certified Insurance Service Representative 2020
- CISR - Elite - 2023
- CIC - in process
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