Detail-oriented account manager known for strong client relations and effective policy management. Experienced in training and supporting staff, contributing to a cohesive team environment focused on achieving high service standards.
Overview
10
10
years of professional experience
2
2
Certifications
Work History
Account Manager
Gallagher Arthur J
Columbus
03.2021 - Current
Cultivated client relationships, enhancing satisfaction and increasing retention rates.
Addressed client issues promptly, sustaining high service quality and client trust.
Processed applications, payments, cancellations, renewals, and other policy changes accurately.
Coordinated with underwriters and departments during policy renewal process, ensuring seamless execution.
Explained policy details and coverage options to clients clearly and effectively.
Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Pursued continued professional development through insurance workshops, courses and webinars.
Team Assistant I & II
Cincinnati Insurance Companies
Fairfield
08.2016 - 02.2021
Provided accurate quotes for various insurance policies, aiding clients in informed decision-making.
Processed new policy applications and updated existing policy documents.
Prepared and organized essential documents, including applications and endorsements, ensuring compliance with legal and company standards.
Collaborated closely with team members to achieve project objectives and meet deadlines.
Provided ongoing training support for junior members of staff on commercial insurance topics.
Actively participated in training sessions to stay up-to-date on changes in regulations related to insurance policies.
Education
Some College (No Degree) - Creative Writing
University of Pittsburgh
Pittsburgh, Pennsylvania
Skills
Account management
Client relationship management
Client needs analysis
Policy renewals
Policy adjustment
Regulatory compliance
Policy analysis
CRM software
Document preparation
Marketing strategies
Customer service
Problem resolution
Effective communication
Training support
Licensed insurance agent
Client relations
Certification
Property & Casualty License - Issued 09/30/21 - Department of Ohio Insurance