Manage a diverse portfolio of personal lines insurance accounts, including auto, home, and umbrella policies, ensuring comprehensive coverage for clients.Facilitate claims intake process, gathering necessary information and documentation from clients to initiate claims processing.Collaborate with insurance carriers to obtain competitive quotes, process applications, and execute policy changes efficiently.Conduct thorough policy reviews to guarantee accuracy and compliance with underwriting guidelines and regulatory standards.Proactively identify opportunities to enhance coverage and cross-sell additional products based on client needs, contributing to revenue growth.Stay abreast of industry developments, market shifts, and emerging insurance products to provide informed recommendations to clients.Maintain meticulous client records and documentation in compliance with company protocols.Facilitate claims processing and advocate for clients to ensure timely and satisfactory resolutions.

1 year in Commercial role, 7 years for Personal lines role)Managed a comprehensive portfolio of personal lines accounts, including auto, home, umbrella, recreational vehicle (RV), and motorcycle insurance, ensuring optimal coverage and risk management for clients.Conducted in-depth assessments of client insurance needs, tailored policies to individual requirements, and provided expert guidance on coverage options.Developed and nurtured strong client relationships through regular communication and proactive service, resulting in high client retention rates.Responded promptly to client inquiries and service requests, providing accurate information and resolving issues efficiently.Led the claims management process, assisting clients with filing claims, gathering documentation, and advocating for fair settlements.Executed policy renewals and adjustments, ensuring that coverage remained aligned with client needs and market conditions.Managed a commercial book with premiums of $2.5 million (restaurants, bars, salons, churches).

Assisted in recruitment efforts, maintained employee records, facilitated training programs, and fostered effective communication between employees and management.Supported payroll processing, benefits administration, and ensured adherence to company policies and procedures, leveraging strong organizational skills and attention to detail.