Sheri Clark
Alexandria,AL
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
21
21
years of professional experience
Work History
Account Manager
Insurance Facilities, Inc.
03.2017 - Current
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Recorded accurate and efficient records in customer database.
- Responded to customer requests for products, services, and company information.
- Trained new customer service representatives on best practices, policies and procedures.
- Modified, updated and processed existing policies.
- Posted payments to accounts and maintained records.
- Notified insurance agents and accounting departments of policy cancellations and changes.
- Calculated adjustments, premiums and refunds.
- Checked documentation for accuracy and validity on updated systems.
- Processed and recorded new policies and claims.
Account Manager
Insurance Planning Services, Inc.
10.2002 - 02.2017
- Conducted annual reviews of existing policies to update information.
- Educated clients on insurance policies and procedures.
- Finalized sales and collected necessary deposits.
- Collected premiums on or before effective date of coverage.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Recorded accurate and efficient records in customer database.
Education
No Degree - Accounting And Business Management
Jacksonville State University
Jacksonville, ALNo Degree - General Studies
Gadsden State Community College
Gadsden, ALHigh School Diploma -
Anniston High School
Anniston, AL05.1985
Skills
- Policy analysis proficiency
- Attention to detail
- Commercial lines specialization
- Teamwork and collaboration
- Insurance product knowledge
- Data interpretation
- Underwriting collaboration
- Effective communication
- Account Management
- Customer Engagement
- Microsoft Office proficiency
- Client relationship management
Timeline
Account Manager
Insurance Facilities, Inc.
03.2017 - Current
Account Manager
Insurance Planning Services, Inc.
10.2002 - 02.2017
No Degree - Accounting And Business Management
Jacksonville State University
No Degree - General Studies
Gadsden State Community College
High School Diploma -
Anniston High School
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