Dedicated Personal Lines Account Manager with expertise in client account management, risk assessment, and process improvement. Committed to enhancing team performance and delivering exceptional customer service.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Personal Lines Account Manager - Lead
Shapiro Insurance Group
Lakeland, Florida
01.2021 - Current
Processed policy renewals and changes, ensuring accuracy and timely updates for client satisfaction.
Managed client accounts for personal lines insurance policies, fostering strong client relationships and retention.
Collaborated with underwriters to assess risks and finalize insurance quotes.
Developed training materials to enhance team knowledge and performance.
Implemented process improvements to streamline workflow and efficiency.
Reviewed policies for accuracy, tailoring coverage to align with specific client needs and preferences.
Insurance Customer Service Specialist
Progressive
Riverview, Florida
12.2016 - 01.2021
Delivered exceptional service by promptly addressing customer inquiries and concerns, enhancing customer satisfaction.
Educated clients on insurance products and coverage options, ensuring informed decision-making.
Collaborated with team members to efficiently resolve complex customer issues, improving overall service quality.
Maintained accurate records of customer interactions in the database system.
Trained new agents within the department.
Temp - Personal Lines Insurance Agent
Members Insurance Center
Tampa, Florida
01.2018 - 06.2018
Advised clients on personal lines policies, including homeowners, auto, and boat insurance, to align coverage with their needs.
Assessed customers' insurance needs, determined coverage levels and provided quotes.
Explained policy details to clients and addressed coverage questions to ensure understanding and satisfaction.
Processed payments for premiums while maintaining accurate transaction records and updating accounts to ensure compliance and accuracy.