Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and time management skills.
Overview
4
4
years of professional experience
Work History
Personal Lines Account Manager
Valley Insurance Group
05.2022 - Current
Improved client retention by providing exceptional customer service and addressing policy inquiries in a timely manner.
Streamlined communication processes for increased efficiency by implementing an organized system for tracking client interactions.
Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
Developed strong relationships with underwriters, effectively negotiating coverage options and rates on behalf of clients.
Enhanced client satisfaction through proactive outreach initiatives, including annual policy review reminders and personalized follow-up communications.
Director of Operations
Nova Satus Homes, Keller Williams Infinity
09.2021 - 05.2022
Improved operational efficiency by streamlining processes and implementing innovative solutions.
Led cross-functional teams for successful completion of projects, resulting in increased productivity.
Developed and executed strategic plans to achieve organizational goals and drive sustainable growth.
Director of Agent Services
Keller Williams Infinity
12.2019 - 09.2021
Developed comprehensive onboarding programs for new agents, ensuring swift integration into the team.
Increased overall client satisfaction by addressing concerns promptly and implementing effective solutions.
Optimized workflows through technology implementation that streamlined internal processes, enhancing overall operational efficiency.
Education
Associate of Applied Science - Business Administration
Joliet Junior College
Joliet, IL
08.2021
Certificate of Completion, High Honors - Entrepreneurship
Joliet Junior College
Joliet, IL
08.2021
Certificate of Completion, High Honors - Business Core
Joliet Junior College
Joliet, IL
08.2021
Skills
Industry Regulations Knowledge
Underwriting Principles
Account Management
Policyholder Communication
Business Planning
Client needs analysis
Document Control
Asset Protection
Customer Billing
Client Relations
Customer Referrals
Analytical Skills
Timeline
Personal Lines Account Manager
Valley Insurance Group
05.2022 - Current
Director of Operations
Nova Satus Homes, Keller Williams Infinity
09.2021 - 05.2022
Director of Agent Services
Keller Williams Infinity
12.2019 - 09.2021
Associate of Applied Science - Business Administration
Joliet Junior College
Certificate of Completion, High Honors - Entrepreneurship
Joliet Junior College
Certificate of Completion, High Honors - Business Core