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
Similar Profiles
Jose OrtizJose Ortiz
Account Manager at The Hilb GroupAccount Manager at The Hilb Group
Steven SinesSteven Sines
Vice President, Employee Benefits Advisor at The Hilb GroupVice President, Employee Benefits Advisor at The Hilb Group
SHERYL BOURFFSHERYL BOURFF
Marketing Manager/Claims Manager at The Hilb GroupMarketing Manager/Claims Manager at The Hilb Group
Judith BrooksJudith Brooks
Eligibility Specialist at The Hilb GroupEligibility Specialist at The Hilb Group
Rachel GosselinRachel Gosselin
Manager at Laz ParkingManager at Laz Parking