Accomplished and dedicated insurance professional motivated to provide superior customer service with 30 years experience. Exceptional organization, time management and multi-tasking abilities.
Overview
39
39
years of professional experience
Work History
Account Manager
Couch Braunsdorf Insurance Group
08.2022 - Current
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.
Conducted regular account reviews to identify areas for improvement and ensure continued success.
Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
Account Executive
F. MacCormack Agency, Inc.
05.1994 - 08.2022
Prepared necessary paperwork to process insurance sales and renewals. Presented and clearly explained insurance policy options to clients while providing them with the best coverage and premium available in a professional and timely manner. Promoted agency products to customers in person, on the telephone and in writing. Maintained client retention through high-quality service and follow through. Assist in quoting and servicing commercial general liability, auto, workers compensation and BOP policies. Processed applications, payments, corrections, endorsements and cancellations.
Account Executive
NIA
08.1993 - 05.1994
Finalized and maintained all types of personal lines insurance policies within the agency. Assisted in entering all client date into agency management system to become automated while servicing existing book of business.
Account Executive
Livingston Insurance Agency
06.1986 - 08.1993
Processed applications, payments, corrections, endorsements and cancellations. Upsold agency products and services.
Education
Property/Casualty License -
Professional School of Business
Springfield, NJ
01.1986
High School Diploma - undefined
Frank H Morrell High School
Irvington, NJ
01.1986
Skills
Active Property/Casualty and Life/Health Insurance License with the New Jersey Department of Insurance
Self-motivated
Applied Systems (EPIC) experience
In-depth knowledge of markets and relationships
Excellent communication skills
Complaint handling and resolution
Personal & Commercial insurance
Insurance Companies Represented
Travelers, Chubb, NJ Pure, Encompass, Hanover, Selective, Plymouth Rock, NJ Skylands, National General, Metlife, Penn National, American Commerce, Preferred Mutual, Andover Companies, Farmers of Salem, Philadelphia Contributionship, Progressive, Mercury, Mercer Mutual, Foremost, Narragansett Bay, Stillwater, Wright Flood, Hartford and multiple Excess and Surplus Lines Carriers. Well versed in all carrier websites.