Paul Francesconi
Medway,Massachusetts
Summary
Seasoned Account Manager with a proven track record at Russo Insurance Agency, adept in new business development and customer relations. Excelled in policy coordination and claims analysis, driving client satisfaction and retention. Mastered account strategy development, ensuring a 20% growth in client base through effective needs analysis and account servicing skills.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Account Manager
Russo Insurance Agency
10.2008 - Current
- Licensed Massachusetts Producer of Property and Casualty Insurance, responsible for full-cycle account management
- Build and maintain strong client relationships, ensuring policy adjustments align with clients' evolving needs
- Originated new business consistently, using a strategic, customer-focused approach
- Coordinate policy changes and provide high-level customer service to maximize client retention
Mortgage Consultant
MetroWest Mortgage Group
08.2006 - 04.2010
- Generated leads and established referral networks with realtors, financial consultants, and local businesses
- Managed residential mortgage applications, guiding clients through each step of the process
Mortgage Consultant
United Funding Corp
04.2004 - 08.2006
- Directed loan processes and developed targeted sales strategies to grow client base
Mortgage Consultant
Prime Mortgage Financial
01.2002 - 04.2004
- Processed loans, built marketing strategies, and educated clients on loan options
Claims Adjuster
Amica Mutual Insurance Co.
01.1997 - 01.2002
- Investigated and negotiated claims, evaluated coverage, and managed client relationships
Education
Bachelor of Arts - Communication
University of Hartford
01.1993
High School Diploma -
Medway High School
01.1989
Skills
- Customer Relations
- New Business Development
- Account Management
- Policy Coordination
- Claims Analysis
- Account development
- Client meetings
- Needs analysis
- Preparing contracts
- Account servicing skills
- Client rapport
- Revenue retention
- Account strategy development
Certification
- Add certifications here
Timeline
Account Manager
Russo Insurance Agency
10.2008 - Current
Mortgage Consultant
MetroWest Mortgage Group
08.2006 - 04.2010
Mortgage Consultant
United Funding Corp
04.2004 - 08.2006
Mortgage Consultant
Prime Mortgage Financial
01.2002 - 04.2004
Claims Adjuster
Amica Mutual Insurance Co.
01.1997 - 01.2002
- Add certifications here
Bachelor of Arts - Communication
University of Hartford
High School Diploma -
Medway High School
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