Tessa Russell
Indianapolis,IN
Summary
Dynamic Account Manager with a proven track record at Schuetz Insurance Services, excelling in client relations and account oversight. Skilled in enhancing customer satisfaction through relationship building and effective communication. Successfully maintained high client retention rates by anticipating needs and delivering exceptional service, while also training new team members to ensure excellence in account management.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Account Manager
Schuetz Insurance Services
05.2013 - Current
- Managed client accounts, ensuring timely communication and effective renewals.
- Developed and maintained strong relationships with clients to enhance customer satisfaction.
- Coordinated insurance policy renewals and updates, streamlining administrative processes.
- Analyzed client needs to recommend appropriate insurance products and services.
- Collaborated with underwriting team to facilitate quick policy approvals and modifications.
- Assisted in training new team members on account management best practices.
- Increased client satisfaction by building strong relationships and addressing their needs promptly, establishing long-term customer relationships.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Assisted in the development of training materials for new hires, ensuring smooth onboarding process.
- Oversaw team activities to confirm daily tasks were completed.
Education
High School Diploma -
Mooresville High School
Mooresville, IN05.2012
Skills
- Account management
- Customer service
- Teamwork and collaboration
- Client relations
- Relationship building
- Account oversight
- Team Training
- New account creation
- Vendor relations
Certification
CISR Elite designation
Timeline
Account Manager
Schuetz Insurance Services
05.2013 - Current
High School Diploma -
Mooresville High School
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