Tiffany Fuentes

Acrisure Acquisition & Role Transition:

Acrisure acquired DeSanctis Insurance Agency, Inc. on December 1, 2018. At the time, I was serving as Personal Lines Manager, overseeing approximately 800 client accounts.

In August 2024, I transitioned to the East Division Mainstreet Team and assumed the role of Senior Account Manager. As part of this transition, a portion of my client portfolio, specifically high-net-worth accounts, was reassigned to the Concierge Team, reducing my book to approximately 600 accounts.

Although my title changed and I no longer held managerial responsibilities (which were transferred to my team lead), the overall workflow and client service model remained consistent. This ensured a seamless experience for clients and preserved operational continuity within the team.

• Independently managed the Woburn location’s Personal Lines book of business, delivering comprehensive account servicing, maximizing client retention, and driving strategic growth.
• Led client onboarding processes and conducted clear, detailed documentation walkthroughs to ensure smooth transitions and strong first impressions.
• Prepared client quotes and proposals, ensuring clarity and professionalism.
• Adapted quickly to changing priorities, demonstrating flexibility in managing multiple accounts concurrently.
• Maintained detailed records of all account activities, ensuring accurate reporting for upper management review purposes later on.
• Streamlined account management workflows, resulting in improved efficiency, faster turnaround times, and enhanced team productivity
• Assisted in training new team members on company procedures, ensuring seamless integration.
• Developed long-lasting relationships with clients to foster trust, loyalty, and a deep understanding of their insurance needs.
• Educated clients on complex insurance concepts and policy details to empower informed decision-making regarding their coverage choices.
• Proactively identified upselling opportunities within existing accounts, resulting in expanded coverage for clients and increased revenue for the agency.
• Maintained strong carrier relationships through regular meetings and collaboration.
• Met with carrier reps to support partnership development and account servicing.
• Facilitated ongoing communication with insurance carriers to ensure seamless service delivery.

• Maintained accurate inventory records using warehouse management systems.
• Inspected incoming shipments for quality assurance and compliance with specifications.
• Streamlined order picking processes, reducing retrieval time for high-demand products.
• Loaded, unloaded, and moved material to and from storage and production areas.
• Prepared merchandise for resell (ex. sewing on company tags)
• Invoicing and clerical office work.