Sandra Carlson

Wilton,ME

Summary

Dynamic Account Manager with a proven track record at HUB Insurance, excelling in client relations and tailored insurance solutions. Skilled in relationship building and issue resolution, I enhanced customer satisfaction and retention through personalized service and effective communication. Committed to delivering exceptional results and fostering long-term partnerships.

Overview

years of professional experience

Work History

Account Manager

HUB Insurance

03.2023 - Current

Managed client accounts, ensuring alignment with service expectations and policy requirements.
Developed and maintained strong relationships with clients to enhance retention and satisfaction levels.
Analyzed client needs to provide tailored insurance solutions and improve overall account performance.
Collaborated with underwriting teams to streamline the approval process for new policies and claims.

Customer Service Representative

Horace Mann Insurance

03.2019 - 03.2023

Resolved customer inquiries efficiently through phone and email communications.
Managed claims processing by accurately inputting data into the customer management system.
Provided product information and policy details to customers, enhancing understanding of services offered.
Collaborated with team members to streamline communication processes, improving response times.
Assisted in identifying customer needs, recommending tailored insurance solutions for individual situations.
Maintained accurate records of customer interactions to ensure compliance with regulatory standards.
Supported training initiatives for new team members, sharing best practices in customer service techniques.

Producer

Allstate Insurance Co

10.2016 - 03.2019

Developed personalized insurance plans to meet client needs and enhance satisfaction.
Conducted comprehensive risk assessments to identify coverage gaps and recommend appropriate policies.
Facilitated effective communication between clients and insurance carriers, ensuring clarity in policy details.
Managed client databases using CRM systems, maintaining accurate records of interactions and policy updates.
Educated clients on insurance products, resulting in informed decision-making regarding coverage options.
Streamlined the policy renewal process, reducing turnaround time and improving customer retention rates.
Developed strong relationships with clients, leading to increased referrals and business growth.
Provided exceptional customer service by resolving billing issues promptly, addressing concerns professionally, and maintaining open lines of communication with policyholders throughout the lifecycle of policies.
Maintained detailed records of client interactions using CRM software, supporting seamless communication among team members and timely follow-up actions when needed.
Served as a trusted advisor to clients, offering guidance on complex insurance concepts and recommending suitable products based on their unique situations.

Education

University Of Maine Farmington Me

Farmington, ME

05-1991

Skills

Account management
Customer service
Teamwork and collaboration
Client relations
Customer satisfaction
Relationship building
Relationship building and management

Issue resolution
Networking skills
Documentation and reporting
Client rapport
Upselling
New account creation

Languages

English

Native or Bilingual

Maine State Insurance License

Licensed Producer Resident License for Independent Producer, Life and Health, Property and Casualty

Timeline