Account Manager
Current- Spearheaded policy changes for personal lines accounts- Provided troubleshooting, how to, and escalations for proprietary insurance app. Technical support was provided both externally and internally.- Daily account data management and cleanup via EPIC and Ezlynx Agency Management Systems.- Processed sensitive financial and personal information to expedite customer policy activation and retention- Followed up with clients to complete contracts and process payments- Followed up with vendors and clients to secure client discounts.- Worked extensively with escrow and mortgage vendors to process client information