Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
7
7
years of professional experience
4
4
years of post-secondary education
Work History
Account Manager
Alex Repke Insurance Group
06.2024 - Current
Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
Conducted regular account reviews to identify areas for improvement and ensure continued success.
Streamlined internal processes for better efficiency in account management tasks.
Drove revenue growth by identifying new business opportunities within existing accounts.
Family Caregiver
Self-Employed
04.2023 - 06.2024
Temporarily, I became a stay-at-home parent to help my daughter transition to our new custody arrangement.
Personal Lines Account Manager High Net Worth
All Graham Insurance
6 2021 - 04.2023
Conducted comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
Improved client retention by providing exceptional customer service and addressing policy inquiries in a timely manner.
Maintained up-to-date knowledge of industry trends and regulations, allowing for informed recommendations to clients regarding their insurance needs.
Developed strong relationships with underwriters, effectively negotiating coverage options and rates on behalf of clients.
Collaborated with sales team to cross-sell additional products, resulting in expanded portfolio offerings and increased revenue.
Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
Contributed to business development efforts by actively participating in networking events and building connections within the local community.
Insurance Producer
Scott Garvey State Farm
09.2020 - 05.2021
Identified and solicited sales prospects in agency databases.
Negotiated contracts and terms of sale with potential customers.
Finalized sales and collected necessary deposits.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Warehouse Operations Manager
Lutheran Social Services of Alaska
11.2019 - 05.2020
Managed daily warehouse operations, resulting in reduced waste and optimized space utilization.
Collaborated with cross-functional teams to ensure timely delivery of products and customer satisfaction.
Monitored inventory levels closely, preventing stockouts and overstock situations that could negatively impact business operations.
Developed strong relationships with suppliers and transportation partners, fostering collaboration and improving overall supply chain efficiency.
Successfully managed high-volume periods by allocating resources efficiently and maintaining a smooth workflow, ensuring timely delivery of products.
Cleaned and maintained warehouse in compliance with OSHA safety standards.
Office Manager/Insurance Producer
Diane Johnson Allstate
05.2017 - 11.2019
Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Maintained computer and physical filing systems.
Updated reports, managed accounts, and generated reports for company database.
Created, maintained and updated filing systems for paper and electronic documents.
Developed and maintained successful relationships with insureds, carriers, and underwriters.
Education
High School Diploma -
Strawbridge School
05.2001 - 06.2005
Skills
Fully licensed in Property and Casualty in multiple states, as well as Life and Health in Maryland
Extensive experience working with and managing relationships with multiple carriers including Chubb, Pure, Hiscox, Travelers, Safeco, Progressive, RTSpecialty, Ethos, Donegal, Encompass, The Hartford, AIC, Mutual Benefit, Brethren Mutual, and National General
Experience working with high value scheduled property such as jewelry, fine arts, collectibles, firearms, antiques, and personal watercraft As well as, high market accounts ranging in premium from $20,000 up to $100,000
Familiar with various computer programs such as Microsoft Office, Outlook, and Word, as well as different customer management systems such as Salesforce, AMS360, TAM, Agency Matrix, and Connect
Timeline
Account Manager
Alex Repke Insurance Group
06.2024 - Current
Family Caregiver
Self-Employed
04.2023 - 06.2024
Insurance Producer
Scott Garvey State Farm
09.2020 - 05.2021
Warehouse Operations Manager
Lutheran Social Services of Alaska
11.2019 - 05.2020
Office Manager/Insurance Producer
Diane Johnson Allstate
05.2017 - 11.2019
High School Diploma -
Strawbridge School
05.2001 - 06.2005
Personal Lines Account Manager High Net Worth
All Graham Insurance
6 2021 - 04.2023
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