Dynamic Personal Lines Account Manager at Assured Partners with a proven track record in client retention and relationship management. Expert in policy management and claims coordination, I drive revenue growth through strategic cross-selling. Passionate about delivering tailored solutions, I consistently enhance client satisfaction and loyalty in a competitive market.
Overview
5
5
years of professional experience
Work History
Personal Lines Account Manager
Assured Partners
06.2024 - Current
Manage and grow a $1.6 million book of business with a focus on retention, profitability, and client satisfaction. Oversee 600+ client accounts, including renewals, policy changes, and claims support.
Built and maintained strong client relationships through responsive service and tailored insurance solutions, enhancing client loyalty and satisfaction.
Identified cross-sell and upsell opportunities, contributing to increased account value and revenue growth.
Collaborate with underwriters and internal teams to secure competitive coverage and pricing.
Coordinate with claims teams to support timely resolution and advocate for client needs.
Monitored market trends and policy changes, providing proactive recommendations while tracking account performance metrics such as retention and client feedback.
Regional Account Manager
Granite Telecommunications
06.2021 - 05.2023
Conducted prospecting, cold calling, and national telecom product sales. Worked with C-level executives to improve efficiency, network performance, and cost savings.
Consistently met sales quotas through strong selling, closing, and relationship management skills.
Managed regional accounts to ensure client satisfaction and loyalty.
Sustained client relationships to enhance satisfaction and ensure high service quality
Developed strategic plans to drive sales growth in assigned territories.
Created customized sales proposals aligning with prospect needs and business goals.
Leveraged Salesforce reporting to track and prioritize current and future opportunities.
Partnered with project teams and stakeholders to ensure successful implementation
Collaborated with cross-functional teams to enhance service delivery.
Education
Bachelors of Science - Business Administration, Marketing
Florida State University
Tallahassee, FL
05-2021
Skills
Client retention
Customer relationship management
Claims coordination
Policy management
Risk assessment
Upselling techniques
Timeline
Personal Lines Account Manager
Assured Partners
06.2024 - Current
Regional Account Manager
Granite Telecommunications
06.2021 - 05.2023
Bachelors of Science - Business Administration, Marketing