Insurance agent with 11 years of experience that is accomplished in bringing in new customers and maximizing revenue. Well-versed in different insurance products and plans with a wide array of competitor offerings. Persuasive communicator with personable style. Ready to help company and it's team achieve growth and goals.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Personal Lines Account Manager
Lifestore Insurance Services
01.2013 - Current
Assisted with Led training of new hires, contributing to the development of skilled personal lines account managers within the company.
Facilitated smooth transitions during times of company growth or restructuring by adapting quickly to new systems and processes while maintaining high-quality service standards.
Increased overall productivity by streamlining administrative tasks such as processing endorsements, cancellations, and billing inquiries.
Designed presentations and marketing materials to promote insurance products.
Enhanced client satisfaction through proactive outreach initiatives, including annual policy review reminders and personalized follow-up communications.
Rapidly grew and maintained a strong book of business in property, casualty, life and health.
Holds P&C license in both North Carolina and Tennessee.
Office Manager/Designer
Closet Design Center
04.2009 - 12.2012
Optimized workspace usage by reorganizing floor plans according to team needs and office layout constraints.
Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
Streamlined office operations by implementing efficient filing systems and organizational strategies.
Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
Established team priorities, maintained schedules and monitored performance.
Assisted in organizing and overseeing assignments to drive operational excellence.
Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
Designed closet systems on KCDW Software and meet with customers in the showroom to review layouts.
Scheduled appointments and confirm scheduled jobs.
Billing Clerk/Office Manager
Appalachian District Health Department
06.2006 - 03.2009
Supported audit preparation efforts by providing well-organized documentation related to billing transactions, ensuring compliance with internal controls requirements.
Assisted with scheduling of case managers.
Generated daily, weekly and monthly reports.
Improved billing accuracy by diligently reviewing invoices and reconciling discrepancies.
Maintained confidentiality of sensitive customer information by adhering to strict privacy guidelines, upholding the company''s reputation for professionalism in handling personal data.
Kept management informed of account statuses through regular reports detailing outstanding balances and collection efforts, supporting informed decision-making processes.
Responded to customer concerns and questions on daily basis.
Demonstrated excellent time management skills by prioritizing tasks and meeting deadlines in a fast-paced, high-volume work environment.
Education
Associate Diploma In Business Administration - Business Administration
Kings College
Charlotte, NC
05.1998
Skills
Excellent sales skills
Insurance product knowledge
Records Maintenance of agency management system
Property insurance
Health insurance
Casualty insurance
Life Insurance
Vision and dental insurance
Policy Renewals
Industry Regulations Knowledge
Insurance Claim Regulations
Account Management
Certification
Licensed for 11 years in the states of North Carolina and Tennessee.
Timeline
Personal Lines Account Manager
Lifestore Insurance Services
01.2013 - Current
Office Manager/Designer
Closet Design Center
04.2009 - 12.2012
Billing Clerk/Office Manager
Appalachian District Health Department
06.2006 - 03.2009
Associate Diploma In Business Administration - Business Administration
Kings College
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