Morgan Grillo
Bath,ME
Summary
Results-driven Account Manager with a strong focus on client satisfaction, strategic planning, and effective communication. Proven track record in enhancing client experiences and driving business growth through tailored insurance solutions.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Account-manager
Brown and Brown Insurance
Bath, ME
01.2023 - Current
- Managed client relationships and ensured satisfaction through effective communication and service delivery.
- Developed customized insurance solutions to meet client needs while adhering to industry regulations.
- Collaborated with internal teams to streamline processes, enhancing operational efficiency and client outcomes.
- Conducted regular account reviews to assess coverage adequacy and recommend adjustments as necessary.
- Analyzed market trends to identify opportunities for business growth and inform strategic account planning.
- Maintained accurate records in CRM system, ensuring data integrity and compliance with company policies.
Commercial Insurance Account Manager
Riley Insurance Agcy
Brunswick, ME
01.2016 - 01.2023
- Managed client accounts, ensuring timely renewal and comprehensive coverage solutions.
- Developed risk management strategies tailored to client needs and industry standards.
- Coordinated with underwriters to evaluate policy terms and negotiate favorable conditions.
- Cultivated strong relationships with clients through regular check-ins and personalized service.
- Analyzed market trends to provide clients with informed recommendations on policy adjustments.
- Streamlined account management processes, enhancing efficiency in documentation and communication.
Insurance Sales Agent
State Farm Insurance Inc
Portland, ME
01.2010 - 01.2016
- Developed customized insurance solutions to meet client needs and enhance satisfaction.
- Conducted comprehensive policy reviews to identify coverage gaps and recommend enhancements.
- Trained and mentored new agents on best practices in sales techniques and product knowledge.
- Implemented streamlined processes for claims handling, reducing turnaround time for clients.
Education
High School Diploma -
Freeport High School
FreeportSkills
- Account management
- Customer service
- Teamwork and collaboration
- Client relations
- Client relationship management
- Relationship building
- Strategic planning
- Customer satisfaction
- Customer relationship management (CRM)
Certification
Licensed In:
Property and Casualty
Life and Health
Notary Public
Timeline
Account-manager
Brown and Brown Insurance
01.2023 - Current
Commercial Insurance Account Manager
Riley Insurance Agcy
01.2016 - 01.2023
Insurance Sales Agent
State Farm Insurance Inc
01.2010 - 01.2016
High School Diploma -
Freeport High School