Yvonne Goode
Port Saint Lucie
Summary
Account Manager with extensive experience in client retention and policy management at Acentria Insurance. Expertise in data entry and insurance underwriting, facilitating effective communication and strong client relationships. Proven track record in driving revenue growth through strategic cross-selling initiatives and enhancing operational efficiency. Strong problem-solving, negotiation, and communication skills, with a history of leading teams to achieve business objectives.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Account Manager
Acentria Insurance (Merged With RICK CARROLL INSU)
Jensen Beach
10.2017 - Current
- Give clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes to ensure full understanding
- Update policy changes on customer accounts in our book of business and inform clients about policy changes according to NAIC regulations
- Consult with clients to help process quotes and issue renewals or any updates needed to current policies
- Gather all documentation needed for reporting a claim and contact an adjuster to process it against a current policy
- Meet regularly with agents to keep up with industry standards, insurance products, current rates, coverages, insurance policies, and carriers, so you can assist clients, underwriters, sales representatives, account executives, and the rest of our service team with understanding and addressing the newest rules and policy updates
- Cross-sells additional business services and refers clients to personal and financial services teams
- Manages non-renewals and cancellation requests in order to retain business where appropriate
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
Account Manager
SLATON INSURANCE
West Palm Beach
11.2013 - 05.2017
- Perform risk exposure analysis that fit a client's needs.
- Preparation of applications for both new and renewal business, process endorsements, and responsible for billing.
- Developed strong client and underwriting relationships.
- Clearly communicate solutions through client presentations of insurance programs.
- Maintain current market and product knowledge through continuing education, Gallagher's Career Launch program.
- Well-versed in multiple insurance lines: Hull, Protection and Indemnity, Marine General Liability, Property, General Liability, Professional Lines, Lawyers Legal Liability, International Coverage, Workers Compensation, Auto Liability, Products Liability, Flood, Boiler and Machinery, and Umbrella/Excess coverage.
Account Assistant
SLATON INSURANCE
West Palm Beach
11.2013 - 05.2017
- Provided optimal levels of customer services and prepared quotes and risks.
- Maintained good working relations with insurance carriers.
- Managed insurance carrier website and provided endorsement on same.
- Assisted applications in filling up all renewal applications.
- Monitored all customer inquiries regarding policies and coverage.
- Evaluated endorsements and policies and ensured accuracy in reports.
- Coordinated with account manager and communicated all quotation and policy change information.
- Provided update for customers and updated policy information on agency management system.
Customer Service Representative
DANE STREET, LLC
Palm Beach Gardens
04.2013 - 07.2013
- Responsibilities include contacting physicians.
- Managed a high-volume workload within a deadline-driven environment.
- Proofreading and general administrative work.
- Greeted clients and answered busy mult-line phone system; screened calls, and referred callers to appropriate personnel as necessary.
- Performing customer verifications, and processing forms, orders, applications, and requests.
Lead Teller
WELLS FARGO BANK
North Palm Beach
09.2011 - 03.2013
- Worked with customers on daily basis, meeting their banking needs and either answering or referring their financial question to the appropriate supervisory individuals.
- Accepted and processed customer deposit and withdrawals tickets and loan payments.
- Maintained and balanced a cash drawer daily.
- Secured the financial institution nighty.
- Responded to customer inquiries regarding account balances.
- Consistently met and exceeded set productivity targets.
- Responsible for accurate counting and balancing of cashier drawers
Cashier
MACY'S
Palm Beach Gardens
03.2011 - 08.2011
- Assisted customers in all aspects of their shopping experience, from choosing items to checking out.
- Folded clothing, cleaning fitting rooms and rearranging clothing racks.
- Answered customers questions and help them with their shopping needs.
- Rang up customers and sign people up with a Macy's card if they don't already have one.
- Put out clothes, replaced clothes on rack.
- Operated the cash register.
Data Entry Student Aide
ROYAL PALM HIGH SCHOOL
Royal Palm Beach
05.2008 - 11.2010
- Inputted teacher and secretary information into computer system.
- Tracked profit and loss from school stores on Excel spreadsheets.
- Organized and shelved books in student library.
- Inventoried library books alphabetically and by number using scanner for entry.
- Filed paperwork and operated multiple telephone line system.
Education
Bachelors - Psychology
Florida Atlantic University
Boca Raton, FL05.2015
High School Honors -
Royal Palm High School
Royal Palm Beach, FL01.2009
Skills
- Data entry expertise
- Attention to detail
- New client acquisition
- Account management
- Client retention
- Team collaboration
- Quotes and sales
- Proficiency in Microsoft Office Suite
- Quality assurance and accuracy
- Policy management
- Insurance underwriting
- Applied & Epic systems knowledge
Certification
- 2-20 / Property and Casualty License
- 4-40 / Customer Service Representative
Leadership Positions
High School Honors
Timeline
Account Manager
Acentria Insurance (Merged With RICK CARROLL INSU)
10.2017 - Current
Account Manager
SLATON INSURANCE
11.2013 - 05.2017
Account Assistant
SLATON INSURANCE
11.2013 - 05.2017
Customer Service Representative
DANE STREET, LLC
04.2013 - 07.2013
Lead Teller
WELLS FARGO BANK
09.2011 - 03.2013
Cashier
MACY'S
03.2011 - 08.2011
Data Entry Student Aide
ROYAL PALM HIGH SCHOOL
05.2008 - 11.2010
Bachelors - Psychology
Florida Atlantic University
High School Honors -
Royal Palm High School