Bridgette Francis
Folsom,CA
Summary
Qualified PL and CL Accounts manager with strong background in managing insurance accounts and fostering client relationships. Proven track record of effectively handling policy renewals, addressing customer inquiries, and ensuring high client satisfaction. Demonstrated expertise in risk assessment and claims processing, consistently showcasing attention to detail and problem-solving abilities.
Overview
27
27
years of professional experience
Work History
PL and CL Accounts Manager
Pacific Unity Insurance Solutions
10.2021 - Current
- Serving as the main point of contact for clients, addressing their needs and concerns while helping to explain coverages and the claims process.
- Build and maintain relationships with clients
- Manage a claim from start to settlement by communicating with carrier and client
- Assisting with policy changes and cancellations
- Working with insurance underwriters to endorse policies
- Overseeing the accuracy of clients information
- Prepare EOIs and COIs for all clients/ Cert holders
Insurance Producer
Allstate Insurance Company Agency
02.2019 - 02.2020
- Building and maintaining relationships with clients
- Creating and implementing marketing strategies to generate sales
- Negotiating and processing insurance policies
- Evaluating clients needs and recommending appropriate insurance coverage
- Maintaining detail records of all sales
Claims Specialist
Over 15 Years Experience in Insurance in Jamaica
01.1998 - 03.2008
- Dealing with Car accidents and taking the initial accident details
- Liaison with policyholders, insurance companies and all other third party stakeholders to ensure swift settlements of claims
- Investigate, evaluate and manage calls to complete coverage analysis
Education
Insurance studies
College of Insurance and professional studies
Kingston, KingstonAIC - Completed AINS - in Process
The Institute
Online01-2025
Skills
- Excellents communication skills
- Relationship Management
- Time management
- responding to enquires, email, and phone calls promptly
- build and maintain strong relationships with clients
- being organized and efficient
- Work ethics
- Excellent customer service
- Adaptable,Teachable and flexible
- Active listener empathetic and understanding
- staying on top of follow ups and attention to details
Timeline
PL and CL Accounts Manager
Pacific Unity Insurance Solutions
10.2021 - Current
Insurance Producer
Allstate Insurance Company Agency
02.2019 - 02.2020
Claims Specialist
Over 15 Years Experience in Insurance in Jamaica
01.1998 - 03.2008
Insurance studies
College of Insurance and professional studies
AIC - Completed AINS - in Process
The Institute
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