Summary
Detail-oriented insurance account manager with over 5 years of experience in property and casualty insurance. Skilled in account management, policy servicing, and client retention. Proven ability to grow a book of business and deliver excellent customer service.
Experience
- Managed a portfolio of 250+ property and casualty insurance clients, achieving a 96 percent retention rate.
- Prepared and submitted 120 new business and renewal proposals annually, increasing account growth by 20 percent.
- Communicated coverage information to clients, resulting in a 15 percent boost in cross-sold policies.
- Processed policy amendments and support requests, reducing turnaround time by 25 percent.
- Promoted new business and renewals through targeted outreach, exceeding growth objectives for assigned product group.
- Supported account executives with client service commitments, handling 60+ service requests per month.
- Prepared applications and forwarded to carriers, improving processing accuracy by 18 percent.
Education
Courses
- Certified Insurance Counselor (CIC), The National Alliance