Richard Lemoine
East Meadow,NY
Summary
Results-driven Personal Insurance Account Manager with over 10 years of experience in the insurance industry, specializing in policy analysis, risk management, and customer service excellence. Proven track record of enhancing client retention and driving sales growth through innovative technology solutions. Dedicated to delivering tailored services that meet client needs while achieving organizational objectives.
Overview
11
11
years of professional experience
Work History
Senior Sales Account Manager
Allstate Insurance Co
Lynbrook, NY
04.2024 - 08.2024
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Researched and analyzed insurance policies to determine risk factors for clients.
- Conducted periodic reviews of existing policies to ensure they meet changing client needs.
- Prepared detailed reports outlining policy changes, cancellations, renewals.
- Maintained accurate records of all transactions including client information, policy details, and payment history.
- Delivered high-quality post-sales support, ensuring
- customer satisfaction rate of 90%.
- Elevated production capacity resulting in a 60% rise.
- Collaborated with multiple carriers to broker comprehensive insurance policies.
Sales Agent
Allstate Corp
Derby , CT
04.2023 - 12.2023
- Implemented detailed insurance strategies to meet specific requirements.
- Determined risk profiles to recommend the best coverage options.
- Evaluated competitive advantages through thorough research.
- Delivered details on available plans and their pricing structures.
- Highlighted risks associated with inadequate insurance protection.
- Consistently closed 50-60 policy deals each month encompassing brokered agreements.
Insurance Agency Owner
Allstate Insurance Co
Bridgeport, CT
05.2021 - 12.2022
- Directed everyday activities in the agency.
- Created and executed effective promotional campaign targeting potential clients.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Leveraged industry trends to shape solutions and approaches.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Consistently outperformed set goals every month.
- Scaled client base value from zero to $250k within a two-year period.
Sales Agent
Liberty Mutual Group
Trumbull, CT
04.2019 - 01.2021
- Evaluated client policies routinely, advising on optimal modifications.
- Reduced response times by 30% through improved quotation workflows.
- Designed and facilitated comprehensive workshops educating over 200 clients on insurance planning and risk management.
- Enhanced portfolio value by 10% via strategic cross-selling.
- Met and exceeded monthly sales objectives.
- Awarded for exceptional performance in life insurance operations.
- Negotiated insurance agreements with external carriers.
Licensed Relationship Banker
Wells Fargo Advisors
Trumbull , CT
05.2013 - 10.2018
- Developed relationships with customers, offering tailored financial solutions to meet their needs.
- Conducted one-on-one meetings with customers to review current accounts and discuss future financial goals.
- Achieved growth of $10 million in loan deposits within a five-year period.
- Surpassed annual investment targets consistently.
- Integrated marketing promotions and programs into conversations to educate and inform customers.
- Analyzed client financial data to recommend personalized banking and investment solutions.
- Completed securities, Life and Health insurance licensure on schedule.
Education
Bachelor of Science - Management
University of Bridgeport
Bridgeport, CT05-2019
Skills
- Skilled in Concurrent Prioritization
- Customer Engagement
- Policy Evaluation
- Risk Mitigation Strategies
- Agency Management Tools
- Cross-Selling Expertise
Timeline
Senior Sales Account Manager
Allstate Insurance Co
04.2024 - 08.2024
Sales Agent
Allstate Corp
04.2023 - 12.2023
Insurance Agency Owner
Allstate Insurance Co
05.2021 - 12.2022
Sales Agent
Liberty Mutual Group
04.2019 - 01.2021
Licensed Relationship Banker
Wells Fargo Advisors
05.2013 - 10.2018
Bachelor of Science - Management
University of Bridgeport
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