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.