Renise Smith Email & Phone Number

Florida, United States

As the CBU Account Manager I am responsible for prospecting, soliciting, quoting, and selling newCommercial Property and Casualty Accounts in the small community business area. I am alsoresponsible for aiding clients with service needs and making changes to existing accounts,retaining and renewing existing accounts by continuing to counsel and market toexisting clients professionally and updating and maintaining client accounts in agency management system.

Florida, United States

-Meet new business production goals and objectives as established.-Solicits for new business via telephone, networking, and other lead sources.-Develop insurance quotes, makes sales presentations, and closes sales.-Process customer policy change requests.-Maintain knowledge of new products.-Maintains phone time or sales quotas as determined by management.-Educate clients on the insurance policies that best suit their needs

Florida, United States

-Sell insurance to new customers.-Write policies.-Designing insurance plans and adjusting coverage based on the demands, risk profile, and needs of the business or individual customers.-Become a subject matter expert in terms of insurance policies and their benefits.-Monitor existing customers and provide ongoing service.-Build relationships with existing customers.-Identify new customers.-Research insurance laws and regulations

Florida, United States

-Assess the customer needs and advise clients on insurance coverage and personal protection options following Acceptance’s G.U.E.S.T. standards.-Provide quality quotations, pricing, and required information to new prospects and completes the sales process for each customer per company policy and procedure.-Maintain strong knowledge of all products, pricing, and policy features available for sale.-Complete and maintain training for all products offered by Acceptance (i.e. auto, roadside, hospital indemnity, motorcycle, commercial and home/renters, etc.) and other insurance companies for which appointed.-Develop and maintain relationships with business partners around the community and perform outside marketing activities to drive new customers.-Prepare quotations on customer change requests to their current policies.-Receive and respond to all customer inquiries and complaints. Request any missing or required information from customers and follow up for that information.-Maintain knowledge of industry competitors and provide critical market feedback to leadership regarding local competition and service needs.-Conduct daily customer payment reminder calls.-Follow-up routinely with customers on all open or unresolved issues including calling lapsed policy and policy renewal customers.-Answer the telephone in a prompt, professional and courteous manner.-Take / receive customer payments in office and over the phone.-Report any and all conditions affecting customer satisfaction.-Maintain appropriate records including, but not limited to; all time worked, reporting of sales activities, other reporting as required.-Scan and send required documents daily.

Tallahassee, Florida Area

• Answers inquiries by clarifying desired information; researching, locating, and providing information.• Resolves problems by clarifying issues; researching and exploring answers and alternative solutions; implementing solutions; escalating unresolved problems.• Sells additional services by recognizing opportunities to up-sell accounts; explaining new features..• Updates job knowledge by participating in educational opportunities.• Enhances organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments• Perform basic account maintenance activities.• Meet Quality Assurance Requirements and other key performance metrics.

Tallahassee, Florida Area

• Be proactive in counting money before a shift begins so that there is no miscalculation at the end of my shift.• Greet and welcome customers entering the restaurant.• Resolve different types of complaints from customers or address them to the restaurant manager.• Display changes in the rates of eatables and food items near the cash counter and in the menu booklet so that customers become aware of it.• Tabulate data regarding bills, total amounts, restaurant expenses in cash registers or record them in computers.• Stock shelves, keep a note of stock that are about to finish and make cash payments for restaurant works as per the order of the restaurant manager.• Be alert as well as cordial all the time.

Tallahassee, Florida Area

• Responsible for promoting and developing relationships with existing and new customer accounts.• Performing estimates in customer homes. • Performing field quality evaluations. • Performing maintenance and updating of customers’ accounts including contact names for future sales.• Keeping up to date on services, procedures and tools by attending training and departmental meetings• Estimates date of service to customer based on knowledge of branch service schedules.• Prepares and maintains proper sales reports.• Calls current customers to measure satisfaction after completed service calls.

Tallahassee, Florida Area

• Ensure that each customer receives outstanding service by providing a friendly environment, which includes greeting and acknowledging every customer, maintaining solid product knowledge and all other aspects of customer service. • Maintain an awareness of all promotions and advertisements. • Assist in processing and replenishing merchandise and monitoring floor stock. • Aid customers in locating merchandise. • Communicate customer requests to management. • Assist in completing price changes within the department. • Participate in year-end inventory and cycle counts. • Assist in ringing up sales at registers and/or bagging merchandise.

Greater Atlanta Area

• Collect, count, and disburse money, do basic bookkeeping and complete banking transactions.• Compile, copy, sort, and file records of office activities, business transactions, and other activities.• Compute, record, and proofread data and other information, such as records or reports.• Maintain and update filing, inventory, mailing, and database systems, either manually or using a computer.• Review files, records, and other documents to obtain information to respond to requests.• Inventory and order materials, supplies, and services.• Complete work schedules, manage calendars and arrange appointments.• Process and prepare documents, such as business or government forms and expense reports.• Count, weigh, measure, and/or organize materials.• Prepare meeting agendas, attend meetings, and record and transcribe minutes.

Master Of Business Administration - Mba, Accounting And Finance

Associate Of Arts - Aa, Business Administration And Management, General