Stephanie O’Sullivan
Alvin,TX
Summary
Driven Account Manager with a proven track record at McGriff Insurance Services, LLC, managing over $21M in premiums and excelling in client relations and account oversight. Skilled in teamwork and collaboration, consistently exceeding performance targets through effective problem resolution and tailored insurance solutions. Demonstrates a strong ability to analyze client needs, ensuring high customer satisfaction and revenue growth.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Account Manager
Mcgriff Insurance Services, LLC
08.2020 - Current
- Maintained an active Energy & Marine book of business, $21M+ Premiums
- Trained Assistant Customer Service Representatives on the daily requirements for account tasks
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Evaluated client needs and developed tailored solutions to increase positive customer ratings.
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
- Maintained accurate records of client interactions, ensuring compliance with industry regulations and company guidelines.
- Maintained a high level of knowledge regarding insurance products and regulations through ongoing education courses and certifications.
- Collaborated effectively with team members to achieve shared goals, consistently exceeding performance targets.
- Developed strong relationships with underwriters to negotiate favorable terms for policies, resulting in better coverage options for clients.
- Analyzed customer needs to provide customized insurance solutions.
Customer Service Representative
McGriff Insurance Services, LLC
02.2015 - 08.2020
- Worked closely with Account Managers and Account Executives to maintain two books of business, both Energy & Marine Clients
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Built client relationships by acting as liaison between customer service and sales teams.
Personal Account Representative
State Farm
01.2013 - 02.2015
- Streamlined account management processes for improved efficiency and productivity.
- Analyzed client portfolios regularly, identifying opportunities for growth or risk reduction based on market conditions.
- Generated increased revenue through cross-selling financial products and services to clients.
- Managed high-pressure situations calmly and professionally, effectively handling client complaints or escalated issues.
- Supported colleagues during peak periods or absences, demonstrating adaptability in adjusting roles when required.
Education
High School Diploma -
Alvin High School
Alvin, TXSkills
- Account Management
- Customer Service
- Teamwork and Collaboration
- Client Relations
- Goal-Oriented
- Account oversight
- Issue Resolution
- Documentation And Reporting
Certification
- Energy Risk and Insurance Specialist (ERIS), Received 2017 thru International Risk Management Institute (IRMI)
- Certified Insurance Service Representative (CISR) Designation, Received 2021 thru Risk & Insurance Education Alliance (fka The National Alliance)
Timeline
Account Manager
Mcgriff Insurance Services, LLC
08.2020 - Current
Customer Service Representative
McGriff Insurance Services, LLC
02.2015 - 08.2020
Personal Account Representative
State Farm
01.2013 - 02.2015
High School Diploma -
Alvin High School
- Energy Risk and Insurance Specialist (ERIS), Received 2017 thru International Risk Management Institute (IRMI)
- Certified Insurance Service Representative (CISR) Designation, Received 2021 thru Risk & Insurance Education Alliance (fka The National Alliance)
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