Michelle Lee Lynn
West Springfield,MA
Summary
Proven Personal Lines Account Manager and Property & Casualty Insurance Agent with a track record of exceeding performance metrics at Ormsby Insurance Agency and AAA Northeast. Demonstrates exceptional insurance product knowledge and teamwork, enhancing client retention and expanding portfolio offerings through meticulous attention to detail and organizational skills.
Overview
16
16
years of professional experience
Work History
Personal Lines Account Manager
Ormsby Insurance Agency
698 Westfield St West Springfield, MA 01089
02.2024 - Current
- Manage a diverse book of business with attention to detail and accuracy, ensuring proper documentation is maintained for each account.
- Exceed performance metrics consistently by efficiently managing workload and prioritizing tasks based on urgency and complexity levels.
- Assist clients with policy changes, ensuring accurate adjustments are made to meet their specific needs.
- Improve client retention by providing exceptional customer service and addressing policy inquiries in a timely manner.
- Conduct policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
- Provide ongoing support to colleagues experiencing higher workloads due to staff absences or fluctuations in business demands.
- Cross-sell additional products, resulting in expanded portfolio offerings and increased revenue.
Property and Casualty Insurance Agent
AAA Northeast
150 Capital Drive West Springfield, MA 01089
04.2008 - 01.2024
- Assisted in the development of marketing materials that highlighted agency services and capabilities, attracting new customers and increasing brand awareness.
- Continually expanded knowledge of industry trends and regulatory changes to provide accurate information to clients.
- Conducted comprehensive risk assessments for prospective clients, identifying specific needs and recommending appropriate coverage solutions.
- Contributed to team success by sharing best practices and collaborating on strategies to achieve shared goals.
- Maintained high client retention rates with regular follow-ups, personalized attention, and prompt resolution of issues.
- Improved customer satisfaction by providing exceptional service and addressing policyholder concerns in a timely manner.
- Established strong rapport with clients through consistent communication, building trust as their trusted advisor on insurance matters.
- Provided expert advice on property and casualty insurance options, ensuring clients were well-informed to make educated decisions.
- Efficiently managed a large book of business, prioritizing tasks and organizing workloads to maintain productivity levels.
- Generated quotes and proposals for clients to match individual needs.
- Followed up promptly with interested clients to close sales.
- Educated clients on insurance policies and procedures.
Education
Master of Arts - Business
Westfield State University
Westfield, MA05.1996
Associate of Arts - Business
Holyoke Community College
Holyoke, MA05.1990
Skills
- Insurance product knowledge
- Teamwork and Collaboration
- Attention to Detail
- Multitasking
Timeline
Personal Lines Account Manager
Ormsby Insurance Agency
02.2024 - Current
Property and Casualty Insurance Agent
AAA Northeast
04.2008 - 01.2024
Master of Arts - Business
Westfield State University
Associate of Arts - Business
Holyoke Community College