Managed high-stress situations effectively, maintaining professionalism under pressure while resolving conflicts.
Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
Responded to customer requests for various services, and company information.
Negotiated contracts skillfully, securing favorable terms for both company and client.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal & team quotas.
Contributed to team objectives in fast-paced environment.
Trained new employees on customer service, money handling, organizing strategies and selling strategies.
Kept detailed records of daily activities through online customer database.
Stayed current on company offerings and industry trends.
Commercial Lines Account Manager
Lindquist Insurance Inc.
05.2023 - 02.2025
Track progress towards sales goals by utilizing reports from the agency management system.
Coordinate with internal departments such as claims handling or billing to resolve client issues effectively.
Communicate regularly with insureds regarding policy updates, coverage options, premium adjustments, or other pertinent information.
Assist clients in selecting appropriate commercial insurance coverage based on their needs and risk exposure.
Prepare and present proposals to prospective clients for new business opportunities.
Monitor renewal dates and initiate renewal process proactively to prevent lapses in coverage.
Manage client accounts by addressing inquiries, resolving issues, and maintaining relationships.
Conduct regular account reviews to ensure ongoing client satisfaction and retention.
Provide exceptional customer service by responding promptly to client inquiries and concerns.
Adminative & Patient Coordinator
Sylvana Medical & Aesthetics Center
09.2020 - 05.2023
Provided full administrative support ensuring quality customer service while achieving a high level of organization and productivity.
Assisted the patient check-in and check-out processes, ensuring accuracy and consistency in company protocols.
Closed consultations for both medical and aesthetic services.
Oversaw and ensured the accuracy of chart maintenance for both preparing and filing back patient charts in accordance with expected procedures.
Promoted monthly marketing specials to current and prospective patients.
Used an internal billing system to perform refunds, created and adjust invoices, and accessed and created reports.
Responded efficiently to all patient requests via our website, social media, and phone messages.
Oversaw the scheduling of appointments for all patients to ensure they were properly scheduled, confirmed, and that necessary paperwork and information were provided prior to their consultation.
Regularly inputted new ideas for program improvement, operations, marketing, communication, etc.
Account Manager
Lindquist Insurance Inc.
06.2016 - 03.2020
Drove client retention by increasing savings opportunities and identified premium discounts.
Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
Analyzed customer needs and provided best options, upselling products and services.
Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
Engaged customers and provided high level of service by carefully explaining details about documents.
Provided quality control and maximized revenue by eliminating downtime, implementing proven selling strategies, and promoting marketing messages.
Increased client retention through loyalty rewards and incentivization program.
Collaborated with team members to identify and accomplish agency objectives.
Account Manager
Carmack Insurance Group
05.2011 - 06.2016
Analyzed customer needs and provided best options, upselling products and services.
Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
Provided quick turnaround time when customers called with questions, usually within four hours.
Drove client retention by increasing savings opportunities and identifying premium discounts.
Engaged customers and provided high level of service by carefully explaining details about documents.
Reviewed insurance inquiries, working effectively to accommodate various requests to build agency's reputation as service provider.
Education
Bachelor of Science - Sports and Recreations Management
James Madison University
Harrisonburg, VA
05.2011
Skills
Business Operations
Organization
Time Management
Customer Service
Communications
Client Relations
MS Office Suite
Active listening
Timeline
Customer Service Representative
Two Men And A Truck
02.2025 - Current
Commercial Lines Account Manager
Lindquist Insurance Inc.
05.2023 - 02.2025
Adminative & Patient Coordinator
Sylvana Medical & Aesthetics Center
09.2020 - 05.2023
Account Manager
Lindquist Insurance Inc.
06.2016 - 03.2020
Account Manager
Carmack Insurance Group
05.2011 - 06.2016
Bachelor of Science - Sports and Recreations Management