Susan Bernard
Loveland,OH
Summary
Business-savvy insurance professional with extensive experience in account management, office operations, and client support. Skilled in Salesforce CRM, billing, quotes, policy applications across multiple product lines. Known for building strong client relationships, staying organized, and handling deadlines with attention to detail.
Overview
1
1
Certification
21
21
years of professional experience
Work History
Office Manager / Multi Line Representative
State Farm
Cincinnati, OH
09.2015 - Current
- Engaged with insureds and potential clients in meetings to build relationships and identify their insurance needs.
- Prepared quotes, sold policies, and completed applications for multiple insurance products.
- Managed service work for State Farm agency, addressing client inquiries and facilitating smooth operations.
- Resolved customer questions promptly while maintaining positive client relationships.
- Supported State Farm billing tasks, processed payments, and completed account follow-up.
- Used Salesforce and Microsoft software with strong ability to learn new systems.
Account Manager
Neace Lukens - AssuredPartners
Cincinnati, OH
02.2013 - 07.2015
- Coordinated renewals, quotes, and carrier submissions across assigned portfolios.
- Managed multiple accounts simultaneously while meeting deadlines.
- Maintained account files in agency management systems and shared documents.
Owner / Agent
Susan Bernard Agency- American Family Insurance
Loveland, OH
09.2005 - 02.2013
- Maintained relationships with existing clients by providing superior customer service- 5 consecutive JDPower awards
- Engaged customers through effective conversations to accurately assess and address their needs.
- Managed daily business operations, hired and trained staff to enhance service quality.
- Identified opportunities for growth and diversification, contributing to strategic business direction.
Education
Bachelor of Science - Journalism
Ohio University
Athens, OHSkills
- Salesforce CRM
- Account management
- Client engagement
- Client retention
- Organizational management
- Detail orientation
- Time optimization
- Problem resolution
Certification
- Property & Casualty, Life, Health Insurance License in OH, KY, IN
Timeline
Office Manager / Multi Line Representative
State Farm
09.2015 - Current
Account Manager
Neace Lukens - AssuredPartners
02.2013 - 07.2015
Owner / Agent
Susan Bernard Agency- American Family Insurance
09.2005 - 02.2013
Bachelor of Science - Journalism
Ohio University