Highly skilled and experienced insurance professional with over 15 years of experience in the insurance industry. Proven track record in managing client relationships, developing competitive insurance programs, and providing exceptional customer service. Adept at training and supervising account coordinators, managing complex accounts, and ensuring accuracy in policy management. Seeking to leverage my expertise to support multi-tier serviced accounts and drive business growth.
Independently managed client relationships and accounts, providing day-to-day service and support.Performed thorough contract reviews for clients. Prepared and reviewed client communications, finalizing them for delivery. Managed the onboarding process of new clients. Compile and organize all client information necessary to process new, renewal, cancellation, and endorsements. Collaborated with producers, clients, and underwriters to obtain information, quote rates, prepare proposals. Managed database file management and input information, accurately managing and maintaining documents in agency management systems.