Teresa White
Kingston,MA
Summary
Motivated individual with experience in personal lines insurance. Skilled in customer service, sales, building customer relations and understanding customer needs. Strong communication and interpersonal skills for providing customer service. Extensive knowledge of insurance carriers, coverages and guidelines.
Overview
25
25
years of professional experience
Work History
Account Manager
Hannon Murphy Insurance Agency
06.2018 - Current
- Quote new and renewal business
- Develop and maintain client relationships resulting in business retention
- Identify and close potential cross sell and account rounding opportunities
- Process new business, renewals, endorsements, claims, cancellations and rewrites
- Follow up with clients and carriers to resolve any issues
- Stay current with carriers, product knowledge and trends
- Maintain attention to detail while working in a fast pace environment
Insurance Customer Service Representative
Cluett Commercial Insurance
05.2016 - 06.2018
- Responded to customer requests for products, services, and company information
- Quote new Workers Comp applications
- Process and remarket renewals
- Document and retain client files
- Worked with insurance carriers to resolve billing questions and discrepancies
- File claims with carriers
- Adhered to underwriting, rating and compliance criteria and guidelines to determine financial risks
Insurance Sales Agent
Horace Mann Insurance Agency
01.2014 - 05.2016
- Generated quotes and proposals for clients to match individual needs.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Followed up promptly with interested clients to close sales.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Met with prospective clients to discuss insurance needs and provide solutions.
Business Development Manager
Barnes & Noble
06.2010 - 01.2014
- Drive and increase sales by promoting in-store and off site events, institutional business, national programs and special events and community outreach
- Initiate meetings and presentations for schools and nonprofit organizations to cultivate existing accounts and generate new business
- Maintain calendar of events, handle media relations and execute all events
Lead Collection Specialist
Talbots Inc.
05.1998 - 06.2010
- Manage workflow and activities of collection teams
- Assist with presentation of goals and assist the teams in achieving their goals
- Resolved complex problem accounts
- Called customers to resolve their collection issues
Education
Bachelor of Arts - Speech Communications
Bridgewater State University
Bridgewater, MA05.1988
Associate of Arts - Liberal Arts And General Studies
Massasoit Community College
Brockton, MA05.1986
Skills
- CISR
- Personal Lines License Producer
- Applied Epic Trained
- Singlepoint Trained
- EVR Lite Certified
Timeline
Account Manager
Hannon Murphy Insurance Agency
06.2018 - Current
Insurance Customer Service Representative
Cluett Commercial Insurance
05.2016 - 06.2018
Insurance Sales Agent
Horace Mann Insurance Agency
01.2014 - 05.2016
Business Development Manager
Barnes & Noble
06.2010 - 01.2014
Lead Collection Specialist
Talbots Inc.
05.1998 - 06.2010
Bachelor of Arts - Speech Communications
Bridgewater State University
Associate of Arts - Liberal Arts And General Studies
Massasoit Community College
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