Raquel Card
West Warwick,RI
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet goals.
Overview
18
18
years of professional experience
Work History
Personal Lines Account Manager
The Hilb Group
03.2016 - Current
- Educated clients on insurance policies and procedures.
- Met with customers to provide information about available products and policies.
- Analyzed risk factors to recommend appropriate coverage levels.
- Analyzed customer needs to provide customized insurance solutions.
- Calculated premiums and established payment methods for sales.
- Finalized sales and collected necessary deposits.
- Conducted annual reviews of existing policies to update information.
Flex Banker
Citizens Bank
07.2005 - 03.2016
- Educated customers on features and benefits of banking products and services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Opened, closed, and updated accounts for customers.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Balanced teller drawers and ATM cash.
- Collaborated with other departments to confirm compliance with banking procedures and regulations.
Education
Administrative Assistance And Secretarial Science
Community College of Rhode Island
Warwick, RISkills
- Service Marketing
- Customer Billing
- Policyholder Communication
- Financial Due Diligence
- Account Management
- Policy Renewals
- Billing Inquiries
- Customer Follow-Up
- Data Entry
- Critical Thinking
Timeline
Personal Lines Account Manager
The Hilb Group
03.2016 - Current
Flex Banker
Citizens Bank
07.2005 - 03.2016
Administrative Assistance And Secretarial Science
Community College of Rhode Island
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