Stefanie Stratman
Covington,LA
Summary
Dynamic Personal Lines Insurance Manager with a proven track record at Aparicio, Walker and Seeling, Inc. Skilled in risk analysis and client needs assessment, I enhanced service delivery and increased customer retention through strategic initiatives and staff training. Committed to fostering teamwork and optimizing operational efficiency in fast-paced environments.
Overview
29
29
years of professional experience
Work History
Personal Lines Insurance Manager
Aparicio, Walker and Seeling, Inc.
04.2006 - Current
- Managed personal lines operations, ensuring compliance with regulatory standards and company policies.
- Developed training programs for staff, enhancing team skills and improving service delivery.
- Learned to utilize insurance management software for tracking client communications.
- Analyzed market trends to adjust product offerings, increasing customer satisfaction and retention rates.
- Led cross-functional teams in strategic initiatives aimed at expanding market presence and driving revenue growth.
- Mentored junior staff on best practices in client relations and policy management, fostering professional development.
- Evaluated performance metrics regularly, identifying areas for improvement to enhance operational effectiveness.
- Streamlined policy management processes for increased productivity and accuracy in recordkeeping.
- Stayed in contact with carriers, underwriters and marketing personnel.
- Increased cross-selling opportunities by educating team members on additional coverage options available within the agency''s suite of personal lines products.
- Optimized workflow processes by implementing digital solutions such as automated document storage systems that streamlined day-to-day operations.
- Provided exceptional customer service, contributing to high client retention rates within the department.
- Promoted a positive work environment, fostering collaboration and teamwork among personal lines insurance staff to better serve clients.
- Continuously improved personal lines department operations through regular monitoring of key performance indicators, identifying areas for improvement, and implementing necessary action plans.
- Conducted research on coverage options to aid clients in decision-making processes.
- Participated in training sessions to enhance product knowledge and service skills.
- Maintained organized records of client interactions and policy updates for reference.
- Adapted quickly to new tasks and challenges in fast-paced insurance environment.
Insurance Agent
Allstate
06.1996 - 03.2006
- Developed comprehensive insurance plans tailored to client needs, enhancing customer satisfaction.
- Conducted thorough policy reviews, identifying gaps and recommending optimal coverage options.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Education
No Degree - Computer Programming
Delgado Community College
New Orleans, LAHigh School Diploma -
Riverside Academy
River Ridge, LA05-1989
Skills
- Client needs assessment
- Audit coordination
- Records management
- Risk analysis
- Claims management
- Quote development
- Teamwork and collaboration
- Risk assessment
Timeline
Personal Lines Insurance Manager
Aparicio, Walker and Seeling, Inc.
04.2006 - Current
Insurance Agent
Allstate
06.1996 - 03.2006
No Degree - Computer Programming
Delgado Community College
High School Diploma -
Riverside Academy
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