Nancy Seward
Philadelphia,MS
Summary
An organized and motivated individual, eager to utilize time management and organizational skills across diverse settings. Seeking opportunities to enhance abilities while contributing to company growth.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Commercial Account Manager
Patracorp
San Francisco, CA
02.2023 - Current
- Attended continuing education classes related to Property and Casualty Insurance topics.
- Worked up proposals for monthly renewals.
- Educated customers about various types of property and casualty insurance products available in the market.
- Ensured compliance with state laws governing property and casualty insurance transactions.
- Assisted clients with completing claim requests, facilitated prompt response from carriers and followed up with claim status.
- Assessed client needs, provided quotations, and made recommendations for services.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Updated and maintained databases with current information.
Account Manager
Philadelphia Security Insurance
Philadelphia, MS
07.2016 - 02.2023
- Listened to customer needs to identify and recommend best products and services.
- Identified customer needs by asking questions and advising on best solutions.
- Greeted and assisted customers to foster positive experiences.
- Maintained accurate records of all customer interactions in the CRM system.
- Operated register, handled cash and processed credit card transactions.
- Renewed existing accounts by building relationships with clients.
- Drafted proposals outlining services, costs, and benefits for customers.
- Addressed customer questions and concerns regarding products and services.
- Managed multiple accounts simultaneously while meeting deadlines.
Account Manager
Horizon Insurance Company
Philadelphia, MS
01.2011 - 07.2016
- Insurance sales, service, and renewals.
- Prepare applications for submission to various insurance companies.
- On-line quoting.
- Invoicing and collection of premiums.
- Preparing finance agreements.
- Remarketing renewals and prepare proposals.
- Update and maintain current information in agency management system.
Office Manager/Agent
Allstate, The Todd Agency, P.A.
Philadelphia, Mississippi
09.2008 - 07.2010
- Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
- Responded to customer inquiries via phone or email in a professional manner.
- Ensured compliance with applicable laws regarding employment practices.
- Monitored payments due from clients and promptly contacted clients with past due payments.
- Oversaw receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
- Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
- Maintained filing system for records, correspondence and other documents
- Quoting and writing new business.
- Submit documentation to for compliance issues.
- Daily balancing, deposits, and reports.
- Assist insured with inspection recommendations.
- Data entry.
Shift Supervisor
Blockbuster Video
Philadelphia, Mississippi
09.2008 - 05.2010
- Customer service
- Order movies
- receive merchandise and videos
- Opening and closing procedures
- Daily deposits, balancing, and reports
- Monthly inventory
- Opening new accounts
- Maintain updated customer information
Education
High School Diploma -
Philadelphia High School
Philadelphia, MS05-1984
Skills
- Organizational skills
- Account management
- Adaptability
- Customer satisfaction
- Cash handling
- Cross-selling
- Teamwork
- Multitasking Abilities
- Customer retention
- Processing payments
Affiliations
Camping, horse riding, family game nights.
Certification
- P&C License
- Life & Health License
Websites
Timeline
Commercial Account Manager
Patracorp
02.2023 - Current
Account Manager
Philadelphia Security Insurance
07.2016 - 02.2023
Account Manager
Horizon Insurance Company
01.2011 - 07.2016
Office Manager/Agent
Allstate, The Todd Agency, P.A.
09.2008 - 07.2010
Shift Supervisor
Blockbuster Video
09.2008 - 05.2010
High School Diploma -
Philadelphia High School
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