Terri L. Jony
Cape Coral,FL
Summary
Results-driven, customer-relationship focused Account Manager experienced in all aspects of personal and commercial lines. Well-versed in agency operations management. Active FL Property and Casualty 2-20 license. Seeking a permanent position with a tight-nit, collaborative insurance team.
Overview
23
23
years of professional experience
Work History
Sales and Customer Service Manager
Allstate Insurance
09.2023 - 02.2024
- Enhanced customer satisfaction by addressing and resolving insurance-related inquiries and concerns with both phone and walk-in customers.
- Managed high call volume of up to 300 calls per day while maintaining professionalism, empathy, and attention to detail in each interaction.
- Managed policy renewals, mobile deposits, message and email delegation to team, nightly remittance report and endorsement processing, and client policy reviews over two locations.
Account Manager
Nationwide Mutual Insurance Company
03.2016 - 01.2019
- Developed long-lasting relationships with clients to foster trust, loyalty, and a deep understanding of their insurance needs.
- Enhanced policyholder retention rates and win backs through effective communication, personalized account management, regular policy reviews, and prompt issue resolution.
- Collaborated with territory agents on new and existing business, serviced phone and walk-in clients, and oversaw branch operations including nightly deposits.
Office Manager
Coolbaugh Insurance
03.2001 - 01.2016
- Managed day-to-day operations including staffing schedules, claims handling procedures, compliance audits, office maintenance, and inventory management.
- Optimized policy renewal processes to ensure timely updates of coverage terms and maintain high retention rates among existing clients.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Utilized CRM software to manage client relationships.
- collaborated and strategized with overall sales team to boost sales and increase customer base.
- Effectively monitored compliance with all carriers pertaining to loss ratios, new business, and renewals.
Skills
- Bank Reconciliation
- Insurance Sales
- Office Management
- Account Reconciliation
- Communication skills
- Computer skills
- Human resources
- Account management
- Writing skills
- Organizational skills
- Customer service
- Leadership
- Accounting
- Accounts Receivable
- Underwriting
- 2-20 P&C License in Florida
- EZLynx and various other Insurance CRMs
Timeline
Sales and Customer Service Manager
Allstate Insurance
09.2023 - 02.2024
Account Manager
Nationwide Mutual Insurance Company
03.2016 - 01.2019
Office Manager
Coolbaugh Insurance
03.2001 - 01.2016
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