Sheila Wildman
Howards Grove ,WI
Summary
Results-driven Account Executive with expertise in client relationship building and account management. Proven track record of enhancing client satisfaction through customized insurance solutions and effective communication.
Overview
39
39
years of professional experience
Work History
Account Executive - Commercial Lines
McClone Agency
09.2017 - Current
- Develop and maintain strong client relationships to drive retention and satisfaction.
- Collaborate with internal teams to design customized insurance solutions for clients.
- Conduct regular check-ins with existing clients to assess their needs and identify coverage gap opportunities.
- Analyze client needs to recommend appropriate coverage options, enhancing overall service delivery.
- Manage account renewals, ensuring timely completion and compliance with industry regulations.
- Manage daily incoming client calls to address inquiries and provide assistance, with follow up to the client on conversations and changes to their policies.
In Home Daycare
Self Employed
06.2001 - 09.2017
- Self-motivated, with a strong sense of personal responsibility.
- Gained strong, lasting relationships and trust with parents and children.
Teleprocessor
West Bend Insurance Company
02.1987 - 06.2001
- Worked effectively in fast-paced environments.
- Performed data entry training for new employees to ensure accurate record-keeping.
- Executed underwriting processes for small business renewals and some new business ensuring compliance with company standards.
- Handled incoming calls from agents regarding policy changes and entered those changes to their clients policy with extreme accuracy.
- Gained strong relationships with agents.
Education
High School Diploma -
Random Lake High School
Random Lake, WI 06-1986
Skills
- Hold a P&C License in the state of WI
- Client relationship building and management
- Client account management
- Quality Customer service
Timeline
Account Executive - Commercial Lines
McClone Agency
09.2017 - Current
In Home Daycare
Self Employed
06.2001 - 09.2017
Teleprocessor
West Bend Insurance Company
02.1987 - 06.2001
High School Diploma -
Random Lake High School