Rita Aneiros
Union,NJ
Summary
Accomplished Senior Account Executive with 26 years in the Insurance Industry. Committed with demonstrated success in sales, customer relations and prospecting. Ambitious and dedicated leader with experience training and mentoring new team members. I started working in insurance as sales for State Farm and then went into a brokerage, after taking some time off, and realized that commercial lines was more for me. When i got offered the position as a Consultant i did not realize how detailed it was until i was handling accounts that had networths or over 100 million dollars and required a lot of time and research to make sure that everything was covered properly, and that is when i truly realized all aspects of insurance. Audits, financial reporting, claims, risk management of construction sites, cross selling, ect. I learned to adapt to the new position i was given and i thrived in it and enjoyed it for 15 years, till i was then given my current position at Acrisure of AE, which in itself is challenging, but i have learned that maybe i am still a risk manger at heart. I truly believe that i can serve Acrisure with my years of experience helping clients manage their risks, helping out on audits, and just making sure that the coverage they have in place is the correct one, and the policy that they have is written correctly.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Senior Account Executive
Acrisure
11.2022 - Current
- Increased account retention by building strong relationships with clients and addressing their needs promptly.
- Developed new business opportunities for company growth through effective networking and client presentations.
- Collaborated with cross-functional teams to ensure timely delivery of products and services, resulting in high customer satisfaction.
- Negotiated contracts that maximized profit margins while maintaining competitive pricing for clients.
- Conducted regular client reviews to assess performance metrics, identifying areas for improvement and implementing necessary changes.
- Delivered tailored solutions based on individual client needs by thoroughly understanding their business objectives and pain points.
- Maintained comprehensive knowledge of market trends, industry news, and competitor offerings, ensuring informed decision-making and strategic planning.
Insurance Consultant
Lox Consultant Inc.
10.2007 - 11.2022
- Developed comprehensive risk management strategies for clients, resulting in reduced insurance costs and greater coverage protection.
- Collaborated with underwriters to negotiate favorable terms for clients, ensuring optimal insurance plan offerings.
- Conducted thorough policy reviews for existing clients, identifying gaps in coverage and recommending appropriate solutions.
- Assessed clients'' needs by conducting in-depth interviews, gathering information on assets, liabilities, and potential risks.
- Delivered tailored insurance presentations to diverse audiences, demonstrating the benefits of specific policies and coverage options.
- Established lasting relationships with key industry partners, including brokers, carriers, and service providers to better serve client needs.
- Implemented new marketing strategies that resulted in increased client referrals and a growing book of business.
- Kept abreast of industry trends to inform recommendations on emerging risks or opportunities for expanded coverage options.
- Provided exceptional customer service during the claims process by guiding clients through each step and advocating on their behalf when needed.
- Organized regular client check-ins to review policy changes or updates to ensure continued alignment with individual needs and goals.
- Oversaw account management activities including billing inquiries, policy adjustments, and renewals to maintain high levels of client satisfaction.
- Improved operational efficiency within the agency by streamlining workflows, automating tasks, and leveraging technology where appropriate.
- Conducted comprehensive policy audits for clients, ensuring proper documentation and compliance with regulatory requirements.
- Coordinated with legal counsel to address complex policy issues or disputes, providing expert guidance in the resolution process.
- Educated clients on insurance policies and procedures.
- Conducted annual reviews of existing policies to update information.
- Analyzed risk factors to recommend appropriate coverage levels.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Assistant Account Executive
Lewis Chester Associates
09.2004 - 10.2007
- Streamlined internal communication processes, enhancing team efficiency and collaboration on projects.
- Managed multiple accounts simultaneously, ensuring timely delivery of high-quality work for all clients.
- Developed strong relationships with clients, fostering trust and loyalty to promote account retention.
- Collaborated closely with Account Executives to develop strategic plans for client campaigns and initiatives.
- Reduced turnaround times for client requests by prioritizing tasks effectively and managing workload efficiently.
- Supported Account Executives in crafting persuasive pitches that secured new business opportunities.
- Gathered information from clients to secure accounts, verify payment and identify special requirements.
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Prepared additional quotes for current clients to upsell products and services.
- Cross-sold products and services to clients to secure additional business and grow revenue streams.
Sales
State Farm
03.1998 - 05.2003
- Set clear sales goals to identify activities and behaviors to advance sales process and close deals.
- Brainstormed and developed sales strategies to achieve short and long term sales revenue objectives.
- Drove sales productivity and customer satisfaction.
- Attained sales quotas consistently through tenacious dedication to always seeking new business and efficiently closing sales.
Education
High School Diploma -
Hillside High School
06.1996
Skills
- Account Management
- Creative Thinking
- Attention to Detail
- Strategic Planning
- Data Analysis
- Team Collaboration
- Product and Service Expertise
- Workload Management
- Customer Service
- Client Relationship Management
- Multitasking and Organization
- Deadline Management
- Customer Relationship Development
- Staff Management
- Account Servicing
Certification
Property
Casualty
Life
Health
Languages
Spanish
Professional Working
Portuguese
Native or Bilingual
Timeline
Senior Account Executive
Acrisure
11.2022 - Current
Insurance Consultant
Lox Consultant Inc.
10.2007 - 11.2022
Assistant Account Executive
Lewis Chester Associates
09.2004 - 10.2007
Sales
State Farm
03.1998 - 05.2003
High School Diploma -
Hillside High School
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