Sandra Allain
Milan,New Hampshire
Summary
Detail-oriented Account Manager with extensive experience in client account management, policy analysis, renewal and proposal preparation, and customer relationship management. Proven ability to build lasting relationships and manage complex workflows. Results-driven with over 35 years of experience.
Overview
40
40
years of professional experience
Work History
Account Manager
USI
North Conway, New Hampshire
01.1982 - 01.2022
- Managed client accounts and facilitated communication between clients and carriers.
- Renewed existing accounts by building relationships with clients.
- Acted as main point of contact in matters relating to client concerns and needs.
- Conducted regular insurance reviews with clients to understand their needs and align products and services accordingly.
- Managed renewal workflows.
- Prepared proposals and summaries of insurance.
- Claims reporting.
- I met with clients alone and with producers to review policies.
- Checked policies for accuracy, and prepared billings, certificate of insurance, and policy changes.
- Worked in small business, middle market, and large accounts.
Education
Insurance And Risk Management
Continuing Education Courses
Concord, NHSkills
- Client account management
- Policy analysis
- Claims and policy processing
- Proposal preparation
- Customer relationship management
- Account retention strategies
- Client presentations
- Renewal strategies
- Problem solving
- Attention to detail
- Team collaboration
- Time management
- Cold calling techniques
- Sales tactics
- Payment collection
- Multi-tasking ability
- Strategic planning
- Sales development
- Client rapport building
- Workflow prioritization
- Relationship management and building
- Verbal and written communication skills
- Familiarity with Sagitta and Image
References
References available upon request.
Timeline
Account Manager
USI
01.1982 - 01.2022
Insurance And Risk Management
Continuing Education Courses