Sarah Taylor
Seville,OH
Summary
Client Manager dedicated to assisting producers and account teams by performing administrative and client support duties associated with maintaining client accounts. Focused on ensuring excellent service standards and maintaining high customer satisfaction. Experience providing product and services information, new business and renewals with accuracy and efficiency.
Overview
19
19
years of professional experience
Work History
Client Manager
The Fedeli Group
05.2018 - Current
- Manage a book of business with $3million in written premium.
- Negotiate renewal terms and pricing in addition to setting realistic expectations for clients and assist with client meetings and presentations.
- Enhanced client satisfaction by effectively addressing concerns and resolving issues in a timely manner.
- Collaborate to complete in-depth review of insurance coverage and client operations.
- Work with Producers and Client Executives in marketing, presentations and renewals.
- Developed strong relationships with clients through regular communication and personalized service for increased loyalty.
- Collaborated with cross-functional teams to identify opportunities for growth and expansion of services offered.
Personal Lines Account Manager
Assured Partners
06.2008 - 05.2018
- Improved client retention by providing exceptional customer service and addressing policy inquiries in a timely manner.
- New business, marketing and retention for all clients.
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
- Developed strong relationships with underwriters.
- Provided claims services by receiving and reporting claims.
Personal Lines Account Manager
Vince Hrobat Insurance Agency
02.2005 - 05.2008
- Improved client retention by providing exceptional customer service and addressing policy inquiries in a timely manner.
- New business, marketing and retention for all clients.
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
- Developed strong relationships with underwriters.
Education
High School Diploma -
North Ridgeville High School
North Ridgeville, OH05.1999
Skills
- Client Services
- Relationship Building
- Client Retention
- Cross-selling Collaboration
- Management systems of Applied Epic & AMS 360
Timeline
Client Manager
The Fedeli Group
05.2018 - Current
Personal Lines Account Manager
Assured Partners
06.2008 - 05.2018
Personal Lines Account Manager
Vince Hrobat Insurance Agency
02.2005 - 05.2008
High School Diploma -
North Ridgeville High School
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