Chelsi Lee Email & Phone Number

Fayetteville, AR, US

Rogers, Arkansas, United States

• Effectively managing a high volume/net worth book of Commercial Lines Property & Casualty Insurance business, ensuring all required tasks are completed accurately and on-time.
• Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication.
• Handling National Account renewals, service requests, claims, billing, and new policies.

Rogers, Arkansas, United States

• Servicing of existing customers/households
• Engaging in proactive policy retention strategies
• Quoting and preparation of insurance proposals
• Setting and conducting account reviews
• Being personally responsible for hitting team and individual sales goals
• Assisting the agent with various research and follow-up tasks

Fayetteville, Arkansas Area

• Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
• Achieved and surpassed production targets through effective staff management, task allocation and materials coordination.
• Trained, mentored, and supported high-performing team, providing regular performance review, feedback and coaching in deficient areas.
• Delivered positive customer experiences by implementing effective quality assurance practices.
• Established, enforced and updated policies keeping business agile and responsive to changing market conditions.