Rebecca Romanowski

Multi-Line Account Representative

Jennifer West State Farm

06.2018 - Current

Boosted customer satisfaction by addressing and resolving customer inquiries promptly and professionally.
Enhanced client retention through thorough follow-ups, ensuring all concerns were addressed efficiently.
Managed multiple insurance products, offering tailored solutions to meet individual client needs.
Developed strong relationships with clients, fostering trust and loyalty for repeat business.
Exceeded sales targets consistently by employing effective cross-selling techniques in line with company objectives.
Collaborated with team members to achieve collective sales goals and enhance overall performance.
Provided exceptional service to both new and existing clients, resulting in increased referrals from satisfied customers.
Assisted in training new employees, sharing expertise on best practices for multi-line representation success.
Conducted comprehensive risk assessments to provide accurate quotes and ensure adequate coverage for clients'' needs.
Initiated proactive outreach campaigns targeting potential customers within key demographics, leading to substantial growth in new business opportunities.
Maximized revenue generation opportunities through targeted upselling and bundling strategies based on client-specific requirements.
Participated in professional development programs to stay abreast of regulatory changes impacting insurance offerings and industry best practices.
Utilized CRM systems proficiently to manage customer data securely and facilitate seamless communication between departments within the organization.
Provided expert advice on policy coverage and endorsements, guiding clients towards the most suitable options for their unique circumstances.
Responded to customer calls swiftly to resolve issues and answer questions.
Maintained high standards of customer service by building relationships with clients.
Obtained underwriting approval by completing application for coverage.
Utilized CRM software to manage client relationships.
Calculated premiums and established payment methods for sales.
Finalized sales and collected necessary deposits.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Conducted annual reviews of existing policies to update information.

Summary

Overview

Work History

Multi-Line Account Representative

Education

Bachelor of Science - Accounting

Associate of Science - Business Administration

Skills

Certification

Timeline

Multi-Line Account Representative

Bachelor of Science - Accounting

Associate of Science - Business Administration

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