Allison Schwartz
Commercial Lines Account Manager at Herbie Wiles Insurance- Claim this Profile
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Topline Score
Bio
Credentials
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Insurance Agent (Health, Property, Casualty)
Florida Department of Financial Services
Experience
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Herbie Wiles Insurance
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United States
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Insurance
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1 - 100 Employee
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Commercial Lines Account Manager
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Jul 2018 - Present
Market new business and renewals, generate quotes on carrier portals, analyze quotes and negotiate terms with underwriters, prepare SOVs, analyze and complete supplemental applications, process endorsements, create and issue certificates, and invoicing. Utilizing AMS360, ImageRight, Microsoft Teams, Excel, Adobe, FileCenter, and Docusign. Market new business and renewals, generate quotes on carrier portals, analyze quotes and negotiate terms with underwriters, prepare SOVs, analyze and complete supplemental applications, process endorsements, create and issue certificates, and invoicing. Utilizing AMS360, ImageRight, Microsoft Teams, Excel, Adobe, FileCenter, and Docusign.
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The Spa at Ponte Vedra Inn & Club
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United States
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Wellness and Fitness Services
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1 - 100 Employee
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Reservationist
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Dec 2013 - Jan 2018
•Generated service revenue by efficiently answering between 100-150 calls daily on multi-line phone system. •Ranked top 2 in sales, scheduling over $1,000,000 in annual sales. •Maximized sales goals by listening to the needs of guests, explaining services and packages in detail, and consistently promoting add-ons. •Coordinated daily scheduling for 40 service providers within 5 departments using SpaSoft Management Software. •Resolved guest inquiries and complaints via phone calls and… Show more •Generated service revenue by efficiently answering between 100-150 calls daily on multi-line phone system. •Ranked top 2 in sales, scheduling over $1,000,000 in annual sales. •Maximized sales goals by listening to the needs of guests, explaining services and packages in detail, and consistently promoting add-ons. •Coordinated daily scheduling for 40 service providers within 5 departments using SpaSoft Management Software. •Resolved guest inquiries and complaints via phone calls and Microsoft Outlook email. •Ensured an efficient workspace by handling clerical duties, office inventory, and incoming/outgoing mail. •Performed end of day cash balance and reports. Show less •Generated service revenue by efficiently answering between 100-150 calls daily on multi-line phone system. •Ranked top 2 in sales, scheduling over $1,000,000 in annual sales. •Maximized sales goals by listening to the needs of guests, explaining services and packages in detail, and consistently promoting add-ons. •Coordinated daily scheduling for 40 service providers within 5 departments using SpaSoft Management Software. •Resolved guest inquiries and complaints via phone calls and… Show more •Generated service revenue by efficiently answering between 100-150 calls daily on multi-line phone system. •Ranked top 2 in sales, scheduling over $1,000,000 in annual sales. •Maximized sales goals by listening to the needs of guests, explaining services and packages in detail, and consistently promoting add-ons. •Coordinated daily scheduling for 40 service providers within 5 departments using SpaSoft Management Software. •Resolved guest inquiries and complaints via phone calls and Microsoft Outlook email. •Ensured an efficient workspace by handling clerical duties, office inventory, and incoming/outgoing mail. •Performed end of day cash balance and reports. Show less
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Bath & Body Works
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United States
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Retail
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700 & Above Employee
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Lead Sales Associate
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Oct 2011 - Dec 2013
•Boosted sales goals and quotas by assisting customers, using knowledge of the brand and offering suggestions based on their needs. •Fostered a highly satisfied customer experience through engagement and follow through. •Oversaw team and sales floor when management was unavailable. •Mentored and trained new associates. •Ensured an efficient workspace by preparing merchandise for sales floor, stocking shelves, and counting inventory. •Handled cash drawer, including payments and… Show more •Boosted sales goals and quotas by assisting customers, using knowledge of the brand and offering suggestions based on their needs. •Fostered a highly satisfied customer experience through engagement and follow through. •Oversaw team and sales floor when management was unavailable. •Mentored and trained new associates. •Ensured an efficient workspace by preparing merchandise for sales floor, stocking shelves, and counting inventory. •Handled cash drawer, including payments and returns. Show less •Boosted sales goals and quotas by assisting customers, using knowledge of the brand and offering suggestions based on their needs. •Fostered a highly satisfied customer experience through engagement and follow through. •Oversaw team and sales floor when management was unavailable. •Mentored and trained new associates. •Ensured an efficient workspace by preparing merchandise for sales floor, stocking shelves, and counting inventory. •Handled cash drawer, including payments and… Show more •Boosted sales goals and quotas by assisting customers, using knowledge of the brand and offering suggestions based on their needs. •Fostered a highly satisfied customer experience through engagement and follow through. •Oversaw team and sales floor when management was unavailable. •Mentored and trained new associates. •Ensured an efficient workspace by preparing merchandise for sales floor, stocking shelves, and counting inventory. •Handled cash drawer, including payments and returns. Show less
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City Wellness of St Augustine
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United States
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Wellness and Fitness Services
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1 - 100 Employee
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Front Desk Supervisor
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Jun 2012 - Jun 2013
•Coordinated daily scheduling for spa providers and yoga instructors using MINDBODY Software. •Principal key holder, responsible for all opening and closing procedures. •Managed revenue for spa services, yoga classes, and retail department. •Collaborated with team to create seasonal spa services. •Greeted and assisted guests upon arrival, and handled all incoming calls. •Coordinated daily scheduling for spa providers and yoga instructors using MINDBODY Software. •Principal key holder, responsible for all opening and closing procedures. •Managed revenue for spa services, yoga classes, and retail department. •Collaborated with team to create seasonal spa services. •Greeted and assisted guests upon arrival, and handled all incoming calls.
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Education
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Saint Johns River State College
Associate of Arts - AA, Business Administration, Management and Operations -
G42 Leadership Academy
Certificate, Business & Leadership
Community
