Engage with existing and new insurance carriers to broaden market opportunities and ensure consistent progress toward established goals and appointments.
Collaborate with the sales team to identify market opportunities, attract potential clients, and accelerate new business growth.
Prepare reports with the sales team to track key metrics and monitor their overall growth.
Monitor key company performance metrics such as new business revenue, lost business, and retained clients to assess overall growth and stability
Created customized marketing materials to increase product awareness.
P&C Account Manager
JGI Holdings
01.2024 - 09.2025
Assisted with customer inquiries, complaints, and requests for information regarding insurance policies.
Advised customers on available coverage options that best fit their individual needs.
Compiled and maintained accurate records of customer policies, transactions, and correspondence.
Processed policy changes, assisted with claim reports, and maintained accurate and up-to-date policy information.
Track policy expirations and renewals to ensure they are processed accurately and in a timely manner.
Maintain competency and knowledge of all carriers and their products.
Customer Service Representative
Universal Property & Casualty Insurance
03.2022 - 12.2023
Responded to customer requests for products, services, and company information.
Educated customers about billing, payment processing and support policies and procedures.
Maintained detailed records of customer interactions, transactions and comments for future reference.
Communicated with insurance agents to assess and confirm client eligibility based on carrier guidelines.
Provide clients with guidance throughout the claims process by collecting necessary documentation and coordinating directly with claims adjusters to ensure timely resolution.
Facilitated payment processing for premium payments and renewals.