Tara Carney
Melbourne
Summary
Motivated professional offering 20 years of insurance knowledge and experience in commercial insurance. Adds value to any organization in need of great collaboration, interpersonal and multitasking abilities. Meets tight deadlines and retains long standing relationships with clients. 220 licensed and obtaining CRIS.
Overview
19
19
years of professional experience
Work History
Account Manager
Insurance Office of America, Inc.
01.2024 - Current
- Contributed to team objectives in fast-paced environment.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Cross-sold insurance products to existing clients to reach sales targets.
- Conducted annual reviews of existing policies to update information.
- Researched and identified potential new markets.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on insurance policies and procedures.
- Finalized sales and collected necessary deposits.
- Analyzed risk factors to recommend appropriate coverage levels.
- Calculated premiums and established payment methods for sales.
- Generated leads through cold-calling, networking and other outreach methods.
Senior Executive Account Manager
Acrisure, LLC RRL Insurance
07.2006 - 12.2023
- Managed key account relationships, ensuring customer loyalty and retention
- Many clients have stayed with me for over 15 years
- Maintained an insurance book of 12 million in revenue with over 100 clients
- The premium ranging from $1,000 to $3 million
- Identified opportunities for cross-selling products and services to existing customers
- Resolved client issues in a timely manner while maintaining excellent customer service standards
- Negotiated contracts with clients to ensure optimal pricing and terms of agreement
- Provided ongoing training and support to junior team members on renewal retention, processes, new markets
- Gathered feedback from clients regarding product quality and overall satisfaction levels
- Exceeded sales goals for accounts by upselling products to existing customers
- Providing insured with the best coverages for the best premiums
- Cross-sold additional products and services to increase profitability within accounts
- Experienced with Applied Epic, Excel, Outlook, various insurance portals, Workday
- Reached out to accounts to measure customer satisfaction and increase revenue
Education
Business -
SUNY College At Plattsburgh
Plattsburgh, NY05.1998
Skills
- Friendly
- Positive Attitude
- Communication
- Self-Directed
- Active Listening
- Relationship Building
- Decision-Making
- Multitasking
- Applied Epic
- Excel
- Outlook
- Insurance portals
- Workday
- Preparing contracts
- Client meetings
- Upselling
- Teamwork and collaboration
Timeline
Account Manager
Insurance Office of America, Inc.
01.2024 - Current
Senior Executive Account Manager
Acrisure, LLC RRL Insurance
07.2006 - 12.2023
Business -
SUNY College At Plattsburgh
Similar Profiles
Brittony StanfieldBrittony Stanfield
Personal Lines Account Manager at Insurance Office of AmericaPersonal Lines Account Manager at Insurance Office of America
KYLE DAUGHERTYKYLE DAUGHERTY
Commercial Account Manager at Insurance Office of America IncCommercial Account Manager at Insurance Office of America Inc
Maria RiveraMaria Rivera
Senior Account Associate - SBU at IOA Insurance Office of AmericaSenior Account Associate - SBU at IOA Insurance Office of America