AMS 360, Epic, QQ
Job Search Status
Open to workDesired start date: 2 weeks notice
Open To Work
R.Suzanne Jones
irmo,SC
Work Preference
Summary
Meticulous, self-starting Insurance Professional with 24 years’ experience. Competent prospector and dynamic closer with ability to improve policyholder base and per-client revenue. Gifted communicator with the ability to generate goodwill and positive response from any socio-economic / demographic group.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Property and Casualty Account Executive
IRMO INSURANCE AGENCY
Irmo
08.2024 - 01.2024
- Responsible for renewals and service of multiple high value personal lines accounts, as well as commercial accounts
- Assist with daily client accounts, including cross selling, retention, claims, and sales.
Property and Casualty Account Manager/Producer
RESOURCE INSURANCE ASSOCIATES INC.
05.2021 - 07.2023
- Responsible for agency renewals of personal lines business
- Maintain current business/prospect new business: Personal & Commercial
- Assist clients with claims.
Property and Casualty Account Manager
THEODORE & ASSOCIATES INSURANCE AGENCY
08.2016 - 05.2021
- Responsible for agency renewals of personal lines business including many high value and high profile accounts
- Maintain current business
- Assist clients with claims
- Maintained records of top, high value insurance policies to ensure timely renewals
- Prospected and produced new personal and commercial accounts.
STATE FARM INSURANCE CORPORATION
02.2001 - 06.2016
- Sales development and product marketing to consumers and businesses in South Carolina
- Cultivated relationships with consumers and business owners to grow profit.
Education
Associate of Arts - Business
Trident Technical College
01.1992
Skills
- Claims knowledge
- Multiple Product Representation
- Risk Management
- Budget Management
- Prolific Prospector
- Reputation Management
- Policy Retention and Sales Generation
- Needs Analysis
- LICENSED IN SC
- NC and GA
- Account Management
- Account Servicing
- Customer Service
- Customer Relationship Management
- Written and verbal communication
- Customer Presentations
- Managing client relationships
- Business growth opportunities
- Sales expertise
- Customer Relations
- Marketing Management
- Customer Relationship Management (CRM)
- Negotiation Skills
- Performance Tracking
- Client Relationship Building
- Relationship building and management
- Customer rapport
- Business Service Management
- Service Management
- Customer Relationships
- Needs assessments
- Strong presentation skills
- Database Management
- Service Coordination
- Account oversight
- CRM software expertise
- Goal Setting
- Multitasking
- Excellent Communication
- Processing payments
- Time management abilities
- Teamwork and Collaboration
- Self Motivation
- Reliability
- Opening and closing procedures
- Attention to Detail
- Team Collaboration
- Full-cycle sales process
- Adaptability
- Staff training and motivation
- Problem-solving aptitude
- Professionalism
- Professional Demeanor
- Time Management
- Organizational Skills
- Adaptability and Flexibility
- Problem-Solving
- Decision-Making
- Continuous Improvement
- Problem-solving abilities
- Sales Techniques
- Order Processing
- Relationship Building
- Written Communication
- Account planning
- Contract Negotiation
Certification
- South Carolina Insurance License – Property and Casualty, Life and Health, 1998
- South Carolina Insurance License - Adjuster, 2015
- Mary Brewer School of Insurance, Columbia, SC, 1999
- South Carolina Notary Public, 2004
Software
Timeline
Property and Casualty Account Executive
IRMO INSURANCE AGENCY
08.2024 - 01.2024
Property and Casualty Account Manager/Producer
RESOURCE INSURANCE ASSOCIATES INC.
05.2021 - 07.2023
Property and Casualty Account Manager
THEODORE & ASSOCIATES INSURANCE AGENCY
08.2016 - 05.2021
STATE FARM INSURANCE CORPORATION
02.2001 - 06.2016
Associate of Arts - Business
Trident Technical College