Melonee Pettis
Menifee,CA
Summary
Dedicated professional with extensive experience in account management and relationship building. Known for strong teamwork and goal orientation, consistently delivering exceptional customer service in the entertainment and insurance industries.
Overview
1
1
Certification
13
13
years of professional experience
Work History
Account Manager Business Management Entertainment
NFP
Remote
12.2022 - Current
- Managed client relationships to enhance satisfaction and retention.
- Developed tailored insurance solutions to meet diverse client needs.
- Coordinated with internal teams to streamline service delivery processes.
- Analyzed market trends to inform strategic recommendations for clients.
- Conducted regular reviews of client accounts, ensuring compliance and accuracy in reporting.
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
Commercial Lines Account Manager
Inszone Insurance
Temecula, CA
07.2021 - 12.2022
- Managed client accounts to ensure comprehensive coverage and satisfaction.
- Analyzed risk exposures and recommended appropriate insurance solutions.
- Collaborated with underwriters to secure optimal terms for clients.
- Developed and maintained strong relationships with commercial clients.
- Collaborated with underwriters to ensure accurate policy issuance and appropriate coverage levels.
- Streamlined policy renewals for timely processing, ensuring continuous coverage for clients.
- Enhanced customer satisfaction by efficiently managing commercial lines accounts and promptly addressing client inquiries.
Commercial Customer Service Representative
Strachota Insurance (Purchased by Inzone)
Temecula, CA
08.2019 - 07.2021
- Managed customer inquiries and resolved issues to enhance satisfaction and retention.
- Processed Insurance Certificates for clients in a timely manner
- Provided detailed product knowledge, ensuring customers made informed purchasing decisions.
- Maintained organized records of client transactions, facilitating easy access to account information when needed.
- Handled escalated customer complaints professionally, working towards mutually beneficial resolutions while preserving company reputation.
- Served as a liaison between clients and internal teams such as billing or technical support.
- Processed insurance policy cancellations and renewals quickly to meet call time targets.
- Set up customer payment plans to cover annual policies and renewals.
- Liaised with insurance carriers to resolve billing errors and discrepancies.
- Investigated and resolved customer inquiries and complaints quickly.
- Delivered prompt service to prioritize customer needs.
- Met customer call guidelines for service levels, handle time and productivity.
Personal Lines Account Manager
Strachota Insurance
Temecula, CA
03.2014 - 08.2019
- Developed and maintained strong relationships with clients, addressing inquiries and providing tailored solutions.
- Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
- Increased overall productivity by streamlining administrative tasks such as processing endorsements, cancellations, and billing inquiries.
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
- Collected premiums on or before effective date of coverage.
Education
Bachelor of Science - Marketing
Colorado State University Pueblo
Pueblo, CO05-1995
Skills
- Account management
- Client relations
- Relationship building and management
- Customer service
- Strategic planning
- Proficient with Epic
Certification
- CA Property & Casualty Insurance License
- CISR Designation
- CLIC Designation
Timeline
Account Manager Business Management Entertainment
NFP
12.2022 - Current
Commercial Lines Account Manager
Inszone Insurance
07.2021 - 12.2022
Commercial Customer Service Representative
Strachota Insurance (Purchased by Inzone)
08.2019 - 07.2021
Personal Lines Account Manager
Strachota Insurance
03.2014 - 08.2019
Bachelor of Science - Marketing
Colorado State University Pueblo