Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Theresa Archili

Mamaroneck,NY

Summary

Licensed Insurance Account Representative; excelled in customer service and policy renewals. Adept at educating clients on coverage options and conducting thorough risk assessments, ensuring tailored solutions that enhance satisfaction and retention. Strong communicator with a commitment to reliability and teamwork.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Licensed Insurance Account Representative

Scavone Insurance Center
White Plains, NY
08.2023 - 03.2026
  • Quotes and Sales.
  • Processed policy applications, ensuring accuracy and compliance with company standards.
  • Maintained up-to-date knowledge of insurance products and industry trends to provide informed recommendations.
  • Collaborated with underwriting team to address client inquiries and resolve issues efficiently.
  • Educated clients on coverage options and benefits, enhancing their understanding of policies available.
  • Conducted follow-up communications to ensure client satisfaction and retention after policy issuance.
  • Provided exceptional customer service through clear communication, proactive problem-solving, and personalized support during the claims process.

Licensed Sales Professional

Michael Daly Allstate Agency
Harrison, NY
06.2017 - 06.2023
  • Quotes and Sales.
  • Educated clients on insurance products and coverage options to meet individual needs.
  • Developed personalized insurance policies, enhancing client relationships and satisfaction.
  • Conducted thorough risk assessments to identify coverage needs for clients.

Education

Associate of Science - Business

Monroe University
New Rochelle, NY
04.1985

Skills

  • Quotes and Sales
  • Customer service
  • Teamwork and collaboration
  • Reliability
  • Policy renewals
  • Billing inquiries
  • Insurance coverage verification
  • Written communication

Certification

P&C Insurance License

Timeline

Licensed Insurance Account Representative

Scavone Insurance Center
08.2023 - 03.2026

Licensed Sales Professional

Michael Daly Allstate Agency
06.2017 - 06.2023

Associate of Science - Business

Monroe University