Dynamic professional with extensive experience in customer service and team coordination within the commercial insurance sector. Demonstrated success in cultivating strong client relationships, improving service delivery, and implementing process enhancements that boost client satisfaction and retention.
Overview
3
3
Certifications
24
24
years of professional experience
Work History
Commercial Insurance Account Manager II
Acentria Insurance
Inverness, Florida
02.2022 - Current
Licensed RCSR 4-40 Registered Customer Service Representative
Serve as the primary point of contact for commercial clients, delivering high‑quality service and maintaining strong, long‑term relationships.
Analyze client data to identify coverage needs, new exposures, and cross‑sell opportunities that enhance protection and support agency revenue growth.
Manage all underwriting support, including applications, exhibits, narratives, loss runs, and payment coordination to ensure accurate and timely submissions.
Review and interpret contracts to confirm compliance with client requirements and industry standards.
Assist clients with claims filing, documentation, and follow‑up to ensure timely resolution and a positive service experience.
Coordinate client, carrier, and strategy meetings to support renewal planning, coverage discussions, and account retention.
Provide daily servicing, issue resolution, and proactive communication to ensure client satisfaction and strengthen retention.
Apply 4-40 Customer Service Representative licensing knowledge to guide clients through coverage options, policy changes, and service inquiries with accuracy and professionalism.
Floral H/H Dream Maker Customer Service Specialist
Disney Event Group/Disney Floral & Gifts
Lake Buena Vista, Florida
01.2020 - 01.2022
Assisted guests in selecting and customizing floral arrangements and gift packages.
Coordinated with team members to ensure on-time fulfillment of orders and deliveries, enhancing overall guest satisfaction.
Provided exceptional customer service to enhance guest experiences at Disney Floral & Gifts.
Addressed guest inquiries and concerns through effective communication and problem-solving, fostering positive guest relationships.
Maintained product knowledge to offer personalized recommendations to guests.
Maintained a high level of professionalism while interacting with customers via phone or email.
Resolved customer inquiries, questions and concerns to consistently offer quality service and meet performance benchmarks.
Guided customers in navigating website, placing orders, and resolving complaints, improving user experience.
Answered incoming customer inquiries regarding product and service information.
Event Planner/Head Floral Designer
Fabulous Flowers & Events
Hernando, Florida
02.2003 - 08.2013
Oversaw daily operations for retail florist, Wedding & Event Coordination, and gift shop, ensuring smooth customer experience.
Designed custom floral arrangements based on client specifications, enhancing overall customer satisfaction.
Transported and set up floral arrangements for large-scale functions comprising of weddings, funerals, banquets, and special occasions.
Conducted all bridal and event consultations
Cultivated strong client relationships, leading to increased repeat business and referrals.
Increased customer satisfaction by implementing exemplary customer service.
Development of sales both in person and over the phone.
Managed marketing relationships and vendors.
Reviewed contracts for compliance and accuracy.
Education and training of staff.
Coordinated floral design, rentals, and décor with vendors and venue teams.
Consulted with clients on event themes, timelines, and floral selections.
Managed ceremony and reception details with careful attention to design flow.
Supervised event setup, floral placement, and teardown at various venues.
Communicated updates with clients, staff, and vendors throughout event planning.
Created floor plans, seating arrangements, and other visuals as needed for each event.
Collaborated with leadership and colleagues to coordinate staffing for each event.
Scheduled and attended pre-event meetings with clients to discuss event details and objectives.
Patient Registration Supervisor
HCA Hospital Citrus Campus
Inverness, FL
07.2009 - 05.2017
Oversaw daily operations of the Patient Registration department, ensuring efficient patient registration and scheduling processes.
Managed daily operations of patient check-in and data entry processes.
Supervised patient registration team to ensure compliance with hospital policies.
Trained new staff on registration procedures and hospital systems.
Trained new hires on hospital systems, including Epic EMR, and established policies related to patient registration activities.
Coordinated interdepartmental communication to ensure smooth patient flow.
Resolved patient inquiries related to registration and insurance coverage.
Reviewed and updated patient records for accuracy and completeness.
Implemented process improvements that enhanced registration efficiency and service quality.
Implemented continuous quality improvement strategies designed to increase customer satisfaction scores across various touchpoints in the process.
Ensured timely processing of insurance authorizations from payers by verifying eligibility and benefits prior to services being rendered at time of visit.
Analyzed daily workflow patterns to optimize staffing levels and minimize patient wait times.
Collaborated with other departments such as Admitting, Billing, Clinical Services, Information Technology. to ensure seamless communication between teams.
Education
Career Diploma/Certified Event Planner - Event Planning
Ashworth College
Norcross, GA
11-2018
Licensed 440 Customer Service Representative - Commercial Lines Insurance
Florida Insurance College
Orlando, FL
11-2017
Associate of Science - Marketing Management
College of Central Florida
Ocala, FL
05-2005
Skills
Risk assessment
Policy writing
Quote development
Premium payments
Sales strategy
Client management
Needs assessment
Effective communication
Negotiation skills
Relationship building
Attention to detail
Time management
Problem solving
Certification
Licensed 440 Florida Insurance Agent
Accomplishments
2024 Awarded Positive Participator Award Acentria Insurance
Timeline
Commercial Insurance Account Manager II
Acentria Insurance
02.2022 - Current
Floral H/H Dream Maker Customer Service Specialist
Disney Event Group/Disney Floral & Gifts
01.2020 - 01.2022
Patient Registration Supervisor
HCA Hospital Citrus Campus
07.2009 - 05.2017
Event Planner/Head Floral Designer
Fabulous Flowers & Events
02.2003 - 08.2013
Career Diploma/Certified Event Planner - Event Planning
Ashworth College
Licensed 440 Customer Service Representative - Commercial Lines Insurance
Commercial Insurance Account Manager at Ramsey Weeks Insurance- First Main StreetCommercial Insurance Account Manager at Ramsey Weeks Insurance- First Main Street