Personal Lines Account Manager
Current• Sold personal lines insurance services consisting of homeowner, auto, renter's, boat, and umbrella insurance policies. Provided friendly, knowledgeable customer service for clients through multiple insurance carriers for a small independent agency.• Communicated with clients so they may understand the complexity of insurance, proper coverage and agreements of their policies, as well as maintained a trusted relationship.• Consulted with clients on proper risk coverage and assessment of their assets.• Screened applicants to properly meet company underwriting guidelines and determined client risk for the agency and insurance company.• Supervisor for customer service representative.• Developed and implemented marketing and sales strategies to current and prospective customers with email marketing, website creation with SEO, direct mail campaigns, and new customer target marketing.• Developed and researched a formal business analysis with environmental, competitor, financial, and industry trends affecting the agency, SWOT analysis, determined threats and opportunities and provided recommendations for the company’s strategic direction.