Melissa Welch
Leesburg,FL
Summary
Professional with strong expertise in personal lines insurance, ready to drive impactful results. Demonstrates high standard of service, effective problem-solving, and strong analytical abilities. Skilled in policy management, client relations, and risk assessment, trusted for dependability and results-driven approach.
Overview
17
17
years of professional experience
Work History
Personal Lines Account Manager
Oakland Insurance
10.2017 - 10.2024
- Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Exceeded performance consistently by efficiently managing workload and prioritizing tasks based on urgency and complexity levels.
- Educated clients on coverages, exposures and products offered by carriers.
- Collaborated with underwriting team to ensure accurate risk assessments.
- Finalized sales, obtained client signatures, uploaded new business applications and collected necessary deposits.
- Achieved business production goals as established by management
Personal Lines Account Manager
Lake Agency
06.2013 - 10.2017
- Developed strong relationships with clients and implemented promotional strategies to increase customer base.
- Provided consistent, accurate and timely communication to clients through verbal and written correspondence.
- Increased overall productivity by streamlining administrative tasks such as processing endorsements, cancellations, and billing inquiries.
- Reviewed renewals and rounded out accounts according to agency standards.
- Provided a thorough review and analysis of renewal information including coverage limits, loss history and exposures.
- Researched and identified potential new markets.
New Business Assistant
Eaton Insurance
04.2008 - 06.2013
- Maintained strong relationships with clients through effective communication regarding policy updates or changes in coverage requirements.
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
- Estimated Insurance rates through ACS rating software.
- Transferred rating information to company websites and calculated premiums.
- Processed and recorded new policies.
- Enhanced client relationships by providing exceptional support and assistance in new business development.
Education
High School Diploma -
Kearsley High School
Flint, MISkills
- Licensed in Property & Casualty
- Licensed in Life & Health
- Knowledge in Applied TAM and Epic Agency Management Systems
- ACS Rating Systems
- Self-Motivated
- Excellent Communication Skills
Timeline
Personal Lines Account Manager
Oakland Insurance
10.2017 - 10.2024
Personal Lines Account Manager
Lake Agency
06.2013 - 10.2017
New Business Assistant
Eaton Insurance
04.2008 - 06.2013
High School Diploma -
Kearsley High School
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