Results-driven Account Representative, accomplished in bringing in new customers while maximizing revenue. Organized and dependable individual that is successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to help team achieve company goals.
Overview
9
9
years of professional experience
Work History
Insurance Account Representative
AGENT PAUL M. GNALL, STATE FARM INSURANCE
06.2023 - Current
Conducted comprehensive risk assessments, providing valuable insights to clients on potential exposures and coverage gaps.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Handled multi-line accounts encompassing property and casualty insurance as well as life and health policies with diligence and attention to detail.
Collected premiums on or before effective date of coverage.
Maintained detailed records of client interactions, policy changes, and claim statuses for seamless account management and reporting purposes.
ASSISTANT MANAGER (KEY)
FLYNN RESTAURANT GROUP, LLC
06.2017 - Current
Leading and coaching staff, both front and back of restaurant in a fast-paced environment
Responsible for 100% guest satisfaction, including, but not limited to resolving guest complaints and level of service
Oversee and maintain constant stability of labor and food costs
Evaluate and control inventory of products for replenishment
Balance system totals with monetary and electronic transactions
Process daily sales report (DSR) and deposits coinciding with closure of restaurant
Perform various additional tasks as needed.
MORTGAGE LOAN ORIGINATOR
CROSS COUNTRY MORTGAGE
08.2015 - 09.2016
Obtaining purchases and refinances through referrals, cold calling and provided leads
Skilled with use of Encompass360 to create and monitor client transactions
Servicing clients with safe and secure knowledge of their information through use of credit reports and other various documents
Assist Mortgage Loan Processors and Underwriters with various tasks throughout completion of the loan process.
Education
License -
State Licensed Property And Casualty Insurance
State Of Ohio
08.2023
AAG -
SERVSAFE CERTIFICATION
01.2018
Diploma -
Lakewood High School
Lakewood, OH
06.1996
Skills
Ability to lead and motivate
Reliable to handle multiple tasks whether independent or within a team
Extremely attentive to accuracy and detailed organization
Strong analytical and priority setting skills
Understanding of basic accounting principles
Microsoft Office
Encompass360
SAP
Quickbooks
Property and Casualty Insurance
Timeline
Insurance Account Representative
AGENT PAUL M. GNALL, STATE FARM INSURANCE
06.2023 - Current
ASSISTANT MANAGER (KEY)
FLYNN RESTAURANT GROUP, LLC
06.2017 - Current
MORTGAGE LOAN ORIGINATOR
CROSS COUNTRY MORTGAGE
08.2015 - 09.2016
License -
State Licensed Property And Casualty Insurance
AAG -
SERVSAFE CERTIFICATION
Diploma -
Lakewood High School
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