Susie Norman
Gardendale,AL
Overview
29
29
years of professional experience
Work History
Personal Lines Account Manager
Byars|Wright Insurance
Gardendale
03.2022 - Current
- Develop strong positive client relationships by being point of contact for assigned accounts.
- Market new business with carriers, evaluating prospects current insurance and offer alternatives.
- Remarket existing accounts as needed insuring clients knows their relationship is important.
- Issue policy changes, binders, evidence of property.
- Maintain documents in integrated repository.
- Cross sell to increase revenue.
- Maintain strong relationship with carrier underwriting.
- Account auditing, endorsements and invoicing.
Senior Account Manager
Truitt Insurance & Bonding
Birmingham
06.2021 - 03.2022
- Handled all aspects of existing client accounts. Striving to provide exceptional customer service.
- Provided solutions on coverage questions.
- Claims processing.
- Policy changes.
- Maintained followup and suspense on outstanding orders and correspondence.
- Maintained customer accounts on agency management system.
- Scan and maintain documents into an integrated repository.
- First contact for all new business prospects. Quote and bind new business.
- Determined acceptability and placement, complete applications and collect premium when applicable for both new and renewal business.
Private Client Quality Assurance Trainer
J. Smith Lanier A Marsh & McLennan Agency
Birmingham
02.2018 - 05.2021
- Updated quality control standards, methods and procedures to meet compliance requirements
- Implemented and trained individuals and groups on agency management system and workflows
- Conducted one on one training for specific needs
- Performed audits of specific processes to meet compliance requirements
- Mentored and encouraged employees to strive for excellence while fostering professional growth.
Personal Lines Account Manager
J. Smith Lanier A Marsh & McLennan Agency
Birmingham
07.2012 - 02.2018
- Handled client accounts, including cross selling, endorsements, invoicing, auto id cards, applications, evidence of property
- Processed, maintained and prepared new and renewal accounts
- Informed and educated prospects about coverage, changes, and exclusions
- Provided broad and diverse coverage options to customers in order to achieve revenue targets
- Maintained open contact with insurance carriers, underwriters and marketing team members
Personal Lines Account Manager
Cobbs, Allen
Birmingham
10.1999 - 07.2012
- Serviced client accounts
- Quoted and issued new business through carrier platforms
- Invoiced agency bill accounts
- Developed insurance cross-selling opportunities.
Receptionist
Cobbs, Allen
Birmingham
04.1995 - 10.1999
- Directed clients to appropriate personnel to address concerns, resolve complaints or answer account-related questions
- Answered and directed incoming calls using multi-line telephone system
- Responsible for overseeing office inventory by restocking supplies and submitting purchase orders
Education
Jefferson State Community College
Birmingham, ALGardendale High School
Gardendale, ALSkills
- Excellent customer service skills
- Excellent problem solving skills
- Knowledge of carrier products and platforms
- Adaptive
- Excellent work ethic
Licenses
Alabama Property & Casualty License
Timeline
Personal Lines Account Manager
Byars|Wright Insurance
03.2022 - Current
Senior Account Manager
Truitt Insurance & Bonding
06.2021 - 03.2022
Private Client Quality Assurance Trainer
J. Smith Lanier A Marsh & McLennan Agency
02.2018 - 05.2021
Personal Lines Account Manager
J. Smith Lanier A Marsh & McLennan Agency
07.2012 - 02.2018
Personal Lines Account Manager
Cobbs, Allen
10.1999 - 07.2012
Receptionist
Cobbs, Allen
04.1995 - 10.1999
Jefferson State Community College
Gardendale High School
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