High-performing, driven professional with a track record of exceeding performance goals and delivering high-quality outcomes. Recognized for communication building, adaptability, and leadership. Committed to continuous learning, driving efficiency and staying current with industry trends to contribute to organizational success.
Overview
11
11
years of professional experience
Work History
Senior Account Manager
Service Insurance Agency
10.2024 - 03.2025
Forest and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction
Initiates renewals processing for existing clients
Conduct marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy
Prepare summaries and proposal
Notify producers of pertinent information related to client retention
Coordinate use of resources to provide value and services to accounts
Collaborates with different internal stakeholders to better understand and manage customer opportunities and requirements
Independently handle complex issues with minimal supervision
Senior Account Manager
Hub International
03.2018 - 10.2024
Direct regional migrations and process flood and personal lines carrier consolidation, resulting in increased revenue and creation of cross-sale opportunities.
Foster team collaboration to drive growth, streamline workflow, and develop timeline for target achievement.
Direct leadership meetings to maintain a collaborative and trust-based culture, facilitating group problem-solving.
Provided exceptional customer service to customers and supporting and managing escalations.
Managed daily operations of carrier consolidations organization, orchestrating forward-thinking strategies to accomplish profit and expansion goals.
Monitor work queue items and take appropriate action to ensure timely processing of incoming request and response to all internal and external inquiries.
Communicated with carriers' territory rep, marketing and strategic managers for daily support and strategic planning.
Oversees daily operations of carrier consolidation, implementing strategic plans to achieve profit and expansion goals.
PL Account Manager
The Insurance Professional
11.2013 - 03.2018
Fostered strong client relationships and ensured high-quality customer service, promptly addressing inquiries, and effective resolutions of concerns.
Managed complete insurance coverage applications, leading to underwriting approvals and effectively upselling additional services by identifying client needs.
Upsold additional products and services after identifying customer needs and requirements.
Enhanced sales by recognizing and meeting customer needs with supplementary products and services.
Fostered strong client relationships and ensured high-quality customer service, promptly addressing inquiries, and effective resolutions of concerns.
Licensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCYLicensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCY
Senior Manager, Partner & Affiliate Program at National Restaurant AssociationSenior Manager, Partner & Affiliate Program at National Restaurant Association