Summary
Overview
Work History
Education
Skills
Certification
Timeline
Receptionist

SONJA WATERS

Dunnellon ,Florida

Summary

Skilled team player with strong background in interface between the customer service and the sales team in a company. Works well independently to handle assignments and always ready to go beyond basics assignments. Quick learner with good computer abilities.

Overview

38
38
years of professional experience
1
1
Certification

Work History

General Lines Agent

Fero & Sons Inc
07.2018 - Current
  • Presented and sold insurance products and services to new customers
  • Studied products, pricing, and policy features to fully understand offerings and better serve customers
  • Handled contacts from existing clients and referred escalated calls to customer service centers for completion
  • Compiled customer data to accurately process paperwork and avoid delays
  • Cross-sold different types of policies such as home, automotive, and life insurance to existing policyholders
  • Advised clients on insurance coverage and personal protection options
  • Prepared new business proposals for diverse insurance plans and verified accuracy of related documentation
  • Worked with the underwriter to complete forms and obtain coverage

Senior Account Manager

Brown & Brown of Florida
08.2021 - 06.2024
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.
  • Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
  • Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
  • Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
  • Conducted regular account reviews to identify areas for improvement and ensure continued success.
  • Established clear communication channels between clients and internal teams, ensuring seamless project execution.

Commercial Account Executive

Stahl & Associates Insurance
10.2003 - 04.2013
  • Participated in strategic meetings to generate innovative solutions for clients and provide recommendations for array of commercial lines property and casualty insurance
  • Recommended additional coverage options by analyzing client needs
  • Conferred with customers by telephone or in-person to provide information about products and services, take orders or cancel accounts, and obtain details of claims or services needed
  • Protected agency from claims of liability for errors or omissions by performing tasks professionally and conducting quality assurance checks
  • Compared quotes and coverage choices by presenting marketing materials with best options for customer
  • Maintained and documented client files in agency management system to support internal document management and quality control procedures
  • Serviced established accounts on consistent basis to maintain strong revenue and customer relationships

Small Business Account Manager

Acordia Inc
06.2000 - 10.2003
  • Developed new business from existing accounts, assigned leads, and contributed to meeting departmental production goals
  • Delivered prompt and successful solutions according to customer needs and objectives
  • Worked with the sales team to understand customer requirements and offer technical support for the sales process
  • Explained products or services to potential customers with smooth, well-prepared technical presentations

Accounting Clerk - Commercial Manager

Northeast Underwriters
01.1987 - 06.2000
  • Designing and implementing effective marketing strategies to sell new insurance contracts or adjust existing ones
  • Contacting potential clients and creating rapport by networking, cold calling, using referrals etc
  • Reconciled vendor invoices and recorded in accounts payable ledger and prepared payments
  • Posted payments and credits to customer accounts
  • Entered vendor invoices and managed accounts payable by preparing company checks for payments

Education

High School Diploma - General

Boca Ceiga High School
Gulfport, FL

Associate of Arts - Business Administration

St Petersburg Junior College
St Petersburg, FL

Skills

  • Risk management solutions
  • Risk analysis
  • Quote development
  • Records management
  • Client needs assessment
  • Cross-promote products
  • Manage renewals
  • Multitasking
  • Teamwork

Certification

Notary Public - FL, Current

Timeline

Senior Account Manager

Brown & Brown of Florida
08.2021 - 06.2024

General Lines Agent

Fero & Sons Inc
07.2018 - Current

Commercial Account Executive

Stahl & Associates Insurance
10.2003 - 04.2013

Small Business Account Manager

Acordia Inc
06.2000 - 10.2003

Accounting Clerk - Commercial Manager

Northeast Underwriters
01.1987 - 06.2000

High School Diploma - General

Boca Ceiga High School

Associate of Arts - Business Administration

St Petersburg Junior College

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