Insurance Professional
Sherri Williams
Insurance Advisor
Riggins,ID
Summary
Account manager and Advisor of personal and commercial lines of insurance for the past 10 years. Strong professional and critical thinking skills to communicate with clients and carriers. Organized and dependable candidate successful at managing multiple projects simultaneously with a high degree of accuracy. Strong analytical and interpersonal skills. Excellent time management and problem-solving skills. Willingness to take on added responsibilities to meet team goals. Detail-oriented with strong organizational skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
12
12
Work History
Contract Account Manager
Agency VA
01.2021 - 01.2024
- Work with Personal and Commercial accounts for US agencies
- Issue COI's, processing quotes through numerous carriers
- Complete endorsements through the direct carrier or through finance company requests, taking payments
- Certificates of Insurance
- Ensures all new and renewal insurance policies are bound
- Maintain activity/suspense, and ensure completion in a required time frame.
Account Manager
Allstate
01.2017 - 01.2020
- Service customer accounts including billing, quoting and policy changes
- Produced new customers and business from cold calling and customer referrals
- Binding coverage and complying with any required documents as required by carrier or Surplus Lines
- Applications for workman's compensation and commercial policies.
- Review and update client information to identify any discrepancies and ensuring that all necessary changes are submitted and issued by the carrier.
Insurance Advisor
Showers Agency
01.2013 - 01.2017
- Account manager for all personal and commercial clients
- Reviewed information obtained from all clients for new policies and renewals
- Personal and commercial/business endorsements, billing, and claims
- Trained new team members on office procedures and did monthly reviews
- Manage weekly and monthly meetings with agents and team on updates of any state, carrier, and company changes
- Reported daily to owners.
Education
High School Diploma -
Burley Senior High School
Burley, ID05.1991
Skills
- Microsoft
- Agency Zoom
- Google Suite
- AMS360
- Ezlynx
- Hawksoft
- Applied Epic
- ImageRight
- DocuSign
- High Value Homes
- Insurance billing
- RingCentral
- Personal and commercial endorsements
- Data confidentiality measures
- Renewals
- Client Needs Assessment
- Proactive and Focused
- Goal Setting
- Critical Thinking
- Relationship Building
- Time Management
- Customer Service
- Sales Support
- Willing to Learn
- Adaptable to market fluctuations
- Compliance Assessment
- Team Building Leadership
- Business Relationship Management
- Risk Analysis
- Decision-Making
Carrier Knowledge
- Allstate
- Liberty Mutual
- Progressive
- National General
- Auto Owners
- Travelers
- Pemco
- American Modern
- Farmers
- MetLife
- Nationwide
- Hartford
- Farmers Insurance
- Encompass
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Contract Account Manager
Agency VA
01.2021 - 01.2024
Account Manager
Allstate
01.2017 - 01.2020
Insurance Advisor
Showers Agency
01.2013 - 01.2017
High School Diploma -
Burley Senior High School
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