Experienced Client Account Manager with a proven track record of success in the insurance and financial services industries. Currently an Executive in Commercial Lines at Crosswinds Insurance (Trucking, Marine, BOP, Restaurants), adeptly handling high-value accounts and facilitating seamless renewals and policy changes. Proficient in leveraging CRM tools like Nexsure to streamline operations and enhance client satisfaction.In addition to my expertise in client relations, I am also a seasoned Content Creator, managing an Independent Boxing Publication for over a decade. Through strategic content scheduling and engaging interviews, I've cultivated a substantial organic following across multiple platforms, demonstrating my ability to connect with diverse audiences and drive engagement.I am passionate about delivering exceptional service, building strong client relationships, and driving results. Let's connect and explore how my skills and experience can contribute to your organization's success.
-
Account ManagerNavsav InsuranceMonroe, Nc, Us
-
Client Account ExecutiveCrosswinds Insurance Agency Jun 2024 - PresentFort Mill, South Carolina, United States -
Content CreatorGygb Jan 2014 - PresentEffectively coordinate content scheduling across various platforms for an Independent Boxing Publication, encompassing Instagram, YouTube, Facebook, and a weekly podcast available on Spotify.Conduct insightful interviews with prominent figures within the boxing community, spanning from renowned fighters to esteemed trainers and influential promoters, on both national and international levels.Cultivated a substantial organic following, with the Facebook page boasting 50,000 engaged followers and the Instagram page nearing an impressive count of 8,000 followers.
-
Client Account ManagerSiracusa Risk Management Mar 2022 - Jun 2024Boca Raton, Florida, United StatesEfficiently manage high-value client accounts, encompassing premiums ranging from $20,000 to $500,000. Proficiently prepare renewals for commercial insurance policies, generate certificates of insurance, ID cards for commercial truck insurance, and quotes for both new and existing clients. Spearhead the development of finance policies, ensuring prompt payments, and handling policy change requests. Leverage CRM tools, specifically Nexsure, to update client documents and endorsements. Proactively recommend additional coverage options to existing clients based on their individual needs. -
Database | Client Account ManagerLife Insurance Settlements, Inc. Feb 2003 - Jan 2022Miami-Fort Lauderdale AreaDelivered client service and support throughout the life insurance policy sales process. Effectively managed client relationships, offering guidance through the application and underwriting processes while serving as the primary point of contact. Facilitated seamless coordination with internal departments to ensure policies were efficiently processed for final sale, collaborating with underwriting and claims teams as necessary.
Frequently Asked Questions about Rob Morales
What company does Rob Morales work for?
Rob Morales works for Navsav Insurance
What is Rob Morales's role at the current company?
Rob Morales's current role is Account Manager.
Not the Rob Morales you were looking for?
-
Rob Morales
Columbus, Ohio Metropolitan Area1usbank.com -
-
2sager.com, arrow.com2 +150894XXXXX
-
2backwoods.com, outdoorindustry.org3 +151237XXXXX
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial