Toni Ziller
Summary
Offering solid foundation in customer service and administrative support, eager to learn and develop in dynamic insurance environment. Brings ability to quickly acquire knowledge of insurance policies and industry regulations, along with excellent communication and organizational skills. Ready to use and develop problem-solving and client relationship skills in Personal Lines Manager role.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Personal Lines Account Manager
Goodman Gravley Insurance
09.2023 - 05.2024
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
- Improved client retention by providing exceptional customer service and addressing policy inquiries in a timely manner.
- Conducted comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
- Collaborated with sales team to cross-sell additional products, resulting in expanded portfolio offerings and increased revenue.
Customer Service and Sales Representative
Armed Forces Insurance
12.2022 - 05.2023
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
- Generated additional sales opportunities with upselling and cross-selling techniques.
- Conducted product demonstrations to educate customers on features, benefits, and competitive advantages.
Underwriter and Sales Executive
National Flood Services
08.2018 - 12.2022
- Documented underwriting decisions and provided evidence of compliance with applicable regulations.
- Provided excellent customer service by addressing inquiries promptly and offering comprehensive explanations of underwriting decisions.
- Made approval and denial recommendations by determining accurate risk levels.
- Assisted in developing training materials used to educate new hires on essential job functions, contributing to their successful onboarding and integration into the team.
- Collaborated with sales teams to develop competitive pricing strategies for new products, increasing market share.
Personal Lines Account Manager
Cowell, James Forge Insurance
02.2017 - 04.2018
- Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
- Improved client retention by providing exceptional customer service and addressing policy inquiries in a timely manner.
- Conducted comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
Liability Claims Adjuster
Traders Insurance
05.2016 - 08.2016
- Maintained detailed records for each claim, ensuring accuracy and completeness for future reference and audit purposes.
- Established rapport with policyholders through clear communication, empathy, and professionalism during difficult circumstances.
- Negotiated fair settlements with claimants, considering both their needs and the financial interests of the company.
- Enhanced customer satisfaction by providing timely updates on claim status and addressing concerns promptly.
Office Claims Representative Property
Farmers Insurance
02.2004 - 05.2016
- Upheld quality assurance standards by participating in regular internal audits that ensured proper handling and documentation of claims across the team.
- Increased productivity, collaborating closely with colleagues and supervisors to handle high volumes of claims during peak periods.
- Delivered exceptional results under tight deadlines, prioritizing tasks and managing time effectively to meet client expectations and company goals.
- Achieved optimal outcomes for both policyholders and the company through careful evaluation of each claim''s legitimacy before approving or denying compensation accordingly.
- Enhanced customer satisfaction by efficiently processing insurance claims and providing timely updates on claim status.
Education
Bachelor of Arts - Management And Human Resources
Mid America Nazarene University
Olathe, KS05.2011
Skills
- Insurance products
- Policy administration
- Teamwork
- Customer service
- Problem-solving
- Time management
- Attention to detail
- Problem-solving abilities
Certification
- Life and Health Insurance License - KS Department of Insurance.
- Property and Casualty License - KS Department of Insurance.
- LOMA 1 to 5, ACS designation
- INS 21, 22, 23
Timeline
Personal Lines Account Manager
Goodman Gravley Insurance
09.2023 - 05.2024
Customer Service and Sales Representative
Armed Forces Insurance
12.2022 - 05.2023
Underwriter and Sales Executive
National Flood Services
08.2018 - 12.2022
Personal Lines Account Manager
Cowell, James Forge Insurance
02.2017 - 04.2018
Liability Claims Adjuster
Traders Insurance
05.2016 - 08.2016
Office Claims Representative Property
Farmers Insurance
02.2004 - 05.2016
Bachelor of Arts - Management And Human Resources
Mid America Nazarene University
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