Detail-oriented expert in personal lines account management focused on relationship building and time management. Successfully resolved complex client inquiries while streamlining workflows, leading to increased operational efficiency and enhanced client satisfaction.
Work History
Personal Lines Account Manager
7 Years 5 Months
Starkweather & Shepley Insurance Brokerage, Inc. | 04.2019 - 09.2026
Developed and maintained strong relationships with clients to enhance retention and satisfaction levels.
Collaborated with underwriters to secure competitive rates and terms for personal lines policies.
Resolved complex client inquiries, demonstrating problem-solving skills in high-pressure situations to ensure satisfaction.
Evaluated policy renewals, advising clients on necessary adjustments based on changing circumstances or risk factors.
Managed personal lines accounts, ensuring client needs met through effective communication and service delivery.
Provided ongoing support to colleagues experiencing higher workloads due to staff absences or fluctuations in business demands.
Maintained up-to-date knowledge of industry trends and regulations, allowing for informed recommendations to clients regarding their insurance needs.
Personal Lines Account Manager
1 Year 5 Months
Flaherty Insurance | 10.2017 - 03.2019
Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
Analyzed client insurance needs, providing tailored coverage options to optimize protection and value.
Implemented process improvements that streamlined account management workflows, increasing operational efficiency.
Trained and mentored junior staff on best practices in account management and customer service techniques.
Account Manager
2 Years 3 Months
Corinthian Insurance | 07.2015 - 10.2017
Managed client accounts, ensuring timely communication and service delivery.
Developed tailored insurance solutions to meet client needs and enhance satisfaction.
Analyzed market trends to identify growth opportunities within existing accounts.
Collaborated with underwriting teams to streamline policy approvals and claims processing.
Increased client satisfaction by building strong relationships and addressing their needs promptly.
Front Desk Receptionist
5 Years 1 Month
Collins Sports Medicine | 06.2010 - 07.2015
Scheduled and coordinated appointments for patients, optimizing front desk workflow.
Maintained accurate patient records, ensuring compliance with confidentiality regulations.
Trained new reception staff on office protocols and software systems, enhancing team performance.
Greeted guests at front desk and engaged in pleasant conversations while managing the check-in process.
Managed high-volume phone calls, directing inquiries to appropriate personnel for prompt resolution.
Supported administrative tasks such as filing, data entry, and document preparation for more efficient office workflow.
Implemented a more efficient mail distribution system, ensuring timely delivery of correspondence to staff.
Contributed to team effort by accomplishing related results as needed, fostering a collaborative work environment.
Education
High School Diploma
Bristol- Plymouth Regional Technical High School | Taunton, MA | 06-1999
Honor Roll [1996-1999]
National Honor Society Member
Skills
Insurance products
Underwriting principles
Industry regulations
Financial acumen
Client needs analysis
Client assistance
Account management
Problem-solving abilities
Relationship building
Teamwork and collaboration
Conflict resolution
Time management
Certification
CISR
AAI
Interests
Music
Photography
Creative Writing
Community Cleanup
Animal Welfare Advocacy
Learning new cooking techniques and expanding my culinary skills.
Road Trips
Passionate about balancing physical health with mental and emotional wellness.