Sheri Dolezal
Kalispell,MT
Summary
Driven Personal Lines Account Executive with a proven track record, adept in insurance product knowledge and client retention. Excelled in educating clients on risk management, significantly enhancing policy understanding and coverage satisfaction. Demonstrated exceptional teamwork and collaboration, ensuring seamless service delivery and policy optimization.
Overview
17
17
years of professional experience
Work History
Personal Lines Account Executive
Cogswell Insurance
07.2024 - Current
- Educated clients on risk management strategies, helping them make informed decisions about their insurance policies.
- Provided exceptional sales support to field producers.
- Conducted thorough reviews of existing policies for potential gaps in coverage or opportunities for premium savings.
- Collaborated with underwriters to ensure accurate risk assessments and appropriate coverage options.
- Upsell and cross sell additional lines of business.
- Follow organization policies and procedures, sales and service standards and established workflows.
- Ensure quality control through proper file documentation and maintenance. Maintain confidentiality.
Senior Account Manager
Hub International
03.2022 - 07.2024
- Developed long-lasting client relationships by providing exceptional customer service and support.
- Enhanced communication between departments for more effective problem-solving and collaboration.
- Coordinated efforts across teams to ensure seamless delivery of products and services to clients.
- Provided extensive support in sales, technical and business areas to key accounts.
- Sold new products and services and developed new accounts to maximize revenue potential.
Senior Account Manager
Paynewest Insurance/Marsh McClellan
10.2017 - 03.2022
- Maintained detailed records of all account activities, ensuring accurate reporting for upper management review purposes later on.
- Provided valuable input during product development discussions, ensuring alignment with customer needs and expectations.
- Streamlined account management processes, improving overall efficiency and productivity.
- Conducted regular reviews of each managed portfolio''s performance against objectives/targets – taking corrective action as necessary if any shortfalls were identified.
- Sold new products and services and developed new accounts to maximize revenue potential.
Personal Lines Account Manager
PayneWest Insurance
10.2012 - 10.2017
- Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Led training sessions for new hires, contributing to the development of skilled personal lines account managers within the company.
- Exceeded performance metrics consistently by efficiently managing workload and prioritizing tasks based on urgency and complexity levels.
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
Personal Lines Account Manager
Western States/PayneWest Insurance
09.2007 - 10.2012
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
- Improved client retention by providing exceptional customer service and addressing policy inquiries in a timely manner.
- Conducted comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
- Maintained up-to-date knowledge of industry trends and regulations, allowing for informed recommendations to clients regarding their insurance needs.
Education
High School Diploma -
Charlo High School
Charlo, MTPersonal Lines Insurance License - Insurance
Conolle Morton Insurance School
Missoula, MT09.2007
Insurance Continuing Education - Insurance
Safeco Insurance School
Seattle, WA 09.1994
Cosmetology License - Cosmetology
Mr. Mack's Beauty School
Bozeman, MT03.1983
Skills
Insurance product knowledge
Policy analysis
Managing accounts
Underwriting principles
Account Servicing
Client Retention
Cross-selling techniques
Preparing quotes
Writing policies
Teamwork and Collaboration
Customer Service
Time Management
Timeline
Personal Lines Account Executive
Cogswell Insurance
07.2024 - Current
Senior Account Manager
Hub International
03.2022 - 07.2024
Senior Account Manager
Paynewest Insurance/Marsh McClellan
10.2017 - 03.2022
Personal Lines Account Manager
PayneWest Insurance
10.2012 - 10.2017
Personal Lines Account Manager
Western States/PayneWest Insurance
09.2007 - 10.2012
High School Diploma -
Charlo High School
Personal Lines Insurance License - Insurance
Conolle Morton Insurance School
Insurance Continuing Education - Insurance
Safeco Insurance School
Cosmetology License - Cosmetology
Mr. Mack's Beauty School
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