Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Valerie Perkins

Los Angeles,CA

Summary

Motivated and results-driven Personal Lines Account Manager with over a decade of experience in the insurance industry. Demonstrated success in growing sales and improving productivity. Highly analytical problem-solver with quality-focused approach. Eager to contribute exceptional customer service skills and friendly personality to the success of an outstanding organization.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Personal Lines Account Manager

Jaffe Insurance Agency
12.2011 - 11.2019
  • Collaborated closely with Senior Personal Lines / Private Client Supervisor to develop and implement efficient processes and procedures.
  • Demonstrated strong leadership skills.
  • Effectively managing agency's social media presence.
  • Successfully handled front office responsibilities while providing outstanding customer service to high volume of incoming calls.
  • Proactively contacted prospects, insureds, and insurance companies, building strong professional relationships.
  • Marketed and managed diverse range of new business and renewal accounts, including standard, mid-size, and high-net-worth clients.
  • Conducted thorough analysis and research of exposure and loss information using web-based tools.
  • Prepared and submitted applications using various company platforms.
  • Managed cancellations and non-renewals, ensuring smooth transitions for clients.
  • Issued proposals, binders, and endorsements, maintaining accurate and detailed records.
  • Skillfully cross-sold and upgraded coverage for existing clients to maximize their protection.
  • Provided support and assistance to team members as needed, fostering collaborative work environment.

Personal Lines Account Manager

Peninsula Insurance Agency
06.2008 - 05.2010
  • Efficiently managed high volume of incoming calls, promptly addressing customer inquiries and concerns.
  • Proactively contacted prospects, insureds, and insurance companies to develop strong business relationships.
  • Provided comprehensive coverage explanations and resolved any coverage-related questions or issues.
  • Processed endorsements accurately and in timely manner.
  • Prepared and proposed quotes in person and online, ensuring competitive and suitable coverage options.
  • Conducted detailed analysis and research of exposure and loss history using web-based tools.
  • Marketed standard and mid-size new business and renewal accounts effectively.

Account Manager

The Liberty Company Insurance Agency
06.2002 - 05.2008
  • Efficiently managed high volume of incoming calls, promptly addressing customer inquiries and concerns.
  • Proactively contacted prospects, insureds, and insurance companies to develop strong business relationships.
  • Provided comprehensive coverage explanations and resolved any coverage-related questions or issues.
  • Processed endorsements accurately and in timely manner.
  • Prepared and proposed quotes in person and online, ensuring competitive and suitable coverage options.
  • Conducted detailed analysis and research of exposure and loss history using web-based tools.
  • Marketed standard and mid-size new business and renewal accounts effectively.

Education

High School Diploma -

Saint Michaels High School
Los Angeles, CA
05.1995

Skills

  • Excellent communication skills
  • Proficient in Microsoft Word, Excel, PowerPoint, Outlook, Windows 10, Mac OS High Sierra and AMS360
  • Tech-savvy with quick learning curve
  • Strong ability to multitask effectively
  • Sharp problem solver
  • Self-motivated and driven to succeed
  • Client relations expert

Certification

Valid CA Property & Casualty License - 0F03132

Timeline

Personal Lines Account Manager

Jaffe Insurance Agency
12.2011 - 11.2019

Personal Lines Account Manager

Peninsula Insurance Agency
06.2008 - 05.2010

Account Manager

The Liberty Company Insurance Agency
06.2002 - 05.2008

High School Diploma -

Saint Michaels High School

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Valerie Perkins