Hardworking individual with excellent customer service skills. Quick to learn new tasks, easily takes on additional responsibilities, and continually strives to improve and excell.
Overview
6
6
years of professional experience
Work History
Commercial Insurance Producer
M & W Insurance Services Inc.
01.2024 - Current
Offered detailed information about products and binding coverage.
Received inbound phone calls and electronic quote submissions.
Reviewed, shopped and processed renewals.
Finalized sales and collected necessary deposits.
Negotiated contracts and terms of sale with potential customers.
Account Manager
Harmony Insurance Agency
04.2021 - 01.2024
Cultivated long-lasting partnerships with clients by delivering exceptional customer service.
Effectively resolved escalated client issues in a timely manner while maintaining positive working relationships.
Collected premiums for renewals on or before effective date of coverage.
Managed the renewal process and servicing of a $5,000,000 book of business.
Generated leads through cold-calling and other outreach methods.
Assisted clients with claims processing.
Office Manager
Innovative Networking Solutions Inc.
08.2018 - 02.2021
Maintained accurate financial records by reconciling accounts payable/receivable transactions.
Oversaw all administrative functions, including scheduling, payroll, and accounts payable.
Successfully managed and supervised a team of 10 staff, ensuring smooth day-to-day operations.
Confirmed appointments, communicated with clients, and updated client records.
Assisted with onboarding new clients and securing paperwork completion.