Hi, I’m
REBECCA STOREY
North Charleston,SC
Price is what you pay. Value is what you get.
Warren Buffett
Summary
Experienced and friendly Personal Lines account manager bringing more than 20 years in personal lines property and casualty insurance to company offering room to grow. Proficient in preparing rate quotations, making product and coverage recommendations and managing risk. Successful in building strong working relationships with clients . Focused on using professional work ethics, strong organization skills, and quality customer service abilities to contribute to the successes of an independent insurance agency.
Overview
24
years of professional experience
Work History
HUB International Northwest, LLC
Personal Lines Account Manager
05.2021 - Current
Job overview
- Maintained records and stayed current with policy renewals.
- Provided advice and counsel on personal lines matters.
- Offered broadest possible coverage for new and existing business clients in order to maximize sales.
- Analyzed customer needs to provide customized insurance solutions.
- Remained up to date on forms, rates and types of coverage.
- Educated clients on insurance policies and procedures.
- Conducted annual reviews of existing policies to update information.
- Serviced accounts on regular basis to maintain and increase revenue.
- Manage over 500 accounts
Conover Insurance Services
Insurance Advisor
06.2019 - 05.2021
Job overview
- Provided quotes and promoted products for building, contents and vehicle insurance.
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Cross-sold insurance products to existing clients to reach sales targets.
Pollock Insurance, Inc
Personal Lines Account Manager
07.2013 - 05.2019
Job overview
- Quick study
- Account development Dependable independent worker Attentive to detail
- Analytical, Skillfully and patiently explain coverage options to potential policyholders, answering any questions or concerns
- Analyze client needs and then provide the best options, upselling products and services
- Provide quick turnaround time when clients call or e-mail with questions, usually by the end of business day
- Resolve issues quickly through meticulous research and quick decision making
- Perform risk analysis and field underwriting
- Reduce financial discrepancies by accurately resolving billing issues while processing applications, corrections, endorsements and cancellations
- Keep records of customer interactions and transactions, recording precise details of inquiries, complaints, and comments, as well as actions taken
- Daily operation in the Applied Systems agency management system and TAM Online version 2017
- Continuous use of the IBQ personal lines rating system to compare rates between multiple companies.
Ed Weeren Insurance Agency, Inc
Personal and Commercial Lines Account Manager
06.2002 - 06.2013
Job overview
- Managed the largest account for Fireman's Fund Insurance Company in the Southwest Region of Texas in addition to continual servicing of assigned alphabet for personal and commercial accounts
- Determined client requirements and expectations in order to help the customer ientify specific products and solutions
- Solicited, sold and negotiated new business policies
- Reviewed renewal business and identified appropriate follow-up action based on change of risk
- Cross-sold/up-sold products to existing clients
- Kept records of client interactions and transactions, recording precise details of inquiries, complaints, and comments, as well as actions taken
- Performed risk analysis and field underwriting
- Implemented and adhered to both company and agency guidelines.
Progressive Insurance Company
Customer Service Representative
01.2002 - 06.2002
Job overview
- Provided customer service within a high energy call center environment
- Provided underwriting assistance to both insurance agents and clients
- Provided customer service for an average of 60 - 65 calls per day; answering client questions, solving billing and coverage problems, and providing new product information
- Investigated and resolved client inquiries and complaints in a timely and empathetic manner.
First Insurance Agency of the Hill Country, Inc
General Lines Property and Casualty Agent
02.1999 - 12.2001
Education
Lockhart High SchoolLockhart, TX
High School Diploma
05.1992
Howard Payne UniversityBrownwood, TX
1993
Skills
- Account Changes
- Customer Retention Strategies
- Cross-Selling Skills
- Sales Quoting
- Adaptable
- Ability to Multi-task
- Strong Organizational Skills
- Sell Policies
- Customer Relationship Management
- Product and Service Knowledge
- Applied Epic Proficiency
- Private Client Account Knowledge
Affiliations
Member, The National Alliance for Insurance Education and Research Society of Certified Insurance Service Representatives (CISR) Accredited Customer Service Representative (ACSR)
Additional Information
Personal Statement: I am a highly experienced professional who is adaptive to an ever-changing market and fluctuating industry conditions. I take great pride in my performance. I enjoy the intricacy and technicality of insurance policies. By working with my clients to help them understand their options and select the right coverage, I build long-term relationships and gain satisfaction. I have demonstrated the ability to provide superior customer service while maintaining the agency's focus on growth and customer retention.
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Personal Lines Account Manager
HUB International Northwest, LLC
05.2021 - Current
Insurance Advisor
Conover Insurance Services
06.2019 - 05.2021
Personal Lines Account Manager
Pollock Insurance, Inc
07.2013 - 05.2019
Personal and Commercial Lines Account Manager
Ed Weeren Insurance Agency, Inc
06.2002 - 06.2013
Customer Service Representative
Progressive Insurance Company
01.2002 - 06.2002
General Lines Property and Casualty Agent
First Insurance Agency of the Hill Country, Inc
02.1999 - 12.2001
Lockhart High School
High School Diploma
Howard Payne University
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