Sapana Patel
Stuart,FL
Summary
Dedicated Account Manager with a proven track record of managing a substantial book of business. Specialized in retaining clients and delivering exceptional insurance services. Adept at collaborating with producers to facilitate captive submissions and possess strong analytical skills for reading and analyzing policies. Committed to maintaining client satisfaction and contributing to the growth of the organization.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Commercial Lines Account Manager
ReNu Insurance Group
08.2022 - Current
- Maintained consistent knowledge of industry products and attended continuous education events to increase product knowledge.
- Provided informed guidance to assist clients in choosing commercial insurance products to suit business needs.
- Conducted annual reviews of existing policies to update information.
- Successfully added $16,000 in revenue during the first year of employment through strategic initiatives.
- Endorse and revise policies based on client needs, ensuring coverage aligns with evolving requirements and preferences.
- Bill clients and generate invoices in the system to streamline financial processes.
Operations Associate
Bed Bath And Beyond
01.2016 - 01.2022
- Demonstrated keen attention to detail in identifying inventory-related discrepancies through research and product history checks including coordination of any issues to the manager
- Address technical-related issues to ensure timely delivery of orders and identify areas for improvement to minimize company expenses related to shipping packages
- Guided staff in achieving operational missions and goals; and motivating them toward the highest productivity and efficiency
- Capitalized on extensive knowledge of new product pricing and merchandising in ensuring proper placement of products to easily assist fulfillment associates and customers
- Contributed in generating $3.2M revenue in 2020 by performing quick preparation and packaging of customer orders
- Consistently met and surpassed day-to-day quota while maintaining excellent work performance throughout the shift
Education
MBA - Business Administration
University of North Florida
Jacksonville, FL12.2021
Master of Arts - Management
University of North Florida
Jacksonville, FL08.2020
Bachelor of Arts - Psychology
University of South Florida
Tampa, FL12.2014
Bachelor of Arts - Criminology
University of South Florida
Tampa, FL12.2014
Skills
- Client Services
- Account Management
- Microsoft Office
- Applied Epic
- Workflow Management
- Data Gathering
Certification
- Commercial Lines Coverage Specialist - National Underwriter
- Associate In Risk Management - The Institutes - In Progress
- 04-40 Florida CSR License
Timeline
Commercial Lines Account Manager
ReNu Insurance Group
08.2022 - Current
Operations Associate
Bed Bath And Beyond
01.2016 - 01.2022
MBA - Business Administration
University of North Florida
Master of Arts - Management
University of North Florida
Bachelor of Arts - Psychology
University of South Florida
Bachelor of Arts - Criminology
University of South Florida
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